Employee Permissions and Roles


Overview

This article explores how to configure User Roles, the ways to Manage Employee Permissions, and the procedures to Create Security Templates.


Employee Roles

Sellercloud offers two types of user roles: Client Admin and Employee. Note that each user can only have one role.

ROLE TYPE ACCESS LEVEL DESCRIPTION
Client Admin User access is extended to everything within their own client profile. This role provides access to everything. Therefore, the permissions for this role can never be edited and are locked by design.

This role manages the permissions for users who have the Employee role.

Employee User access is limited to the permissions that the Client Admin has granted to him/her. Permissions are designed for this role.

The Client Admin can create security templates that can be used to apply the same permissions to multiple employees.


Employee Permissions

Permissions are set on the Employee by Client Admins. To access Permissions:

  1. Go to Settings > Employees > Manage Employees.
  2. Select an Employee > Toolbox > Permissions.employee permissions delta

Each tab on the page has the following icons: View, Create, Edit, and Delete. Hovering over any of these icons displays their name. They indicate what permissions can be set by checking the checkboxes under them.

Types of Permissions

There are three components to a user’s permissions in Delta:

  • Role type – The level of access to Sellercloud (Client Admin or Employee).
  • Permission type – This specifies the tasks – View, Edit, Create, Delete, or Advanced – that a user is permitted to perform on a given entity:
  • Entity – A data structure, and its related functionality, that is managed in Sellercloud. Examples of entities include:
    • Orders
    • FBA inbound shipments
    • Warehouse inventory transfers
    • Product types

Each entity has up to five potential permission types:

PERMISSION TYPE ACTION(S)
View Users can see entity-related data. This is the lowest level of permission.
Edit Users can make changes to an existing entity member (fields, statuses, etc.).
Create Users can create a member of the entity. For example, if a user has Create rights for orders, they can create an order.
Delete Users can delete a member of an entity.
Advanced Permissions These are specific, entity-related tools or actions that a Client Admin may want to restrict from certain employees.

Not all entities have Advanced Permissions.

Add New Permissions to an Employee

Only the Client Admin can perform this function.

A Client Admin can set permissions for each entity and choose the companies for which the permissions apply. If an employee needs permissions for areas that he/she currently does not have, proceed as follows:

  1. Go to Employees > Manage Employees > Click the employee’s ID > Toolbox > Permissions > Edit.
  2. You can click on the employee’s Role dropdown > Select Client Admin to grant permissions to the entire system > Save.The image shows how to set role.
  3. From the top-right icon of the General panel, you can select the entities that the Employee can access.The image shows the top-right corner icon
  4. On the For Company panel, you can select which companies the selected Employee can access. Note that the Client Admin can only define one set of entity permissions per user, which they can then apply to different companies for that user.

On the Employee Permissions’ Customer and Order panels, you have the option to enable unique filters:

  • When Enable Access assigned customers only is selected on the Customer panel header, employees can only execute operations of the customers for which they are the account manager.
  • When Enable Access orders of assigned customers only is selected on the Order panel header, employees can only view or edit the orders of customers for which they are the account manager.

Employee Security Templates

The Client Admin role can create security templates that define a complete set of permissions. These can then be easily applied to any employee by going to the Employee Details page and selecting one from the Template dropdown in the General panel.

There are two ways to make a new template: create an all-new one, or save an employee’s permissions as a new template.

Create a New Template

  1. Go to Employees > Manage Security Templates, and click on the Add icon at the bottom-right corner to create a template.
  2. Optional: Click on the Copy From dropdown to choose an existing template’s permissions.The image shows the Create Security Template widnow.
  3. Press Next > Select entities > Press Create.The image shows the second part of the template creation.

Save an Employee’s Permissions as a Template

You can make a new security template based on the permissions granted to an employee, and then apply that template to other employees.

  1. From the Manage Employees page > Choose an employee and open the Employee details page.
  2. Update the employee’s permissions > Click Save > Save the current employee’s permissions as a template.

Note that you can choose Custom to save it without creating a security template.

custom template


Overview

Unless you are a Client Admin, the user permissions for Alpha will not automatically transfer to Delta.

You can assign users to roles that allow or restrict specific actions in Sellercloud, such as Hide Costs from Employees and Protect Site Cost.

Company settings that may contain credentials for different Sellercloud integrations are only available for users with the Client Admin role. These users have access to the entire system with no restrictions.

Roles are configured in Employees > Select an employee > Security > Roles.

The table below defines each role:

ROLE DESCRIPTION
Amazon Admin Lets users check the Amazon Restricted box on the Amazon Properties page.
Apply Discount on Order Lets users apply discounts on a sales order.
Approve PO Lets users approve POs.
Cancel Exported Order Lets users cancel exported orders. Order Admin does not include this functionality, and this must be added if canceling exported orders is needed.
Client Admin Inherits all security roles and abilities, assigned or not; the only user that can change Client Settings.
Create RMA Lets users create RMAs.
Customer Makes users a customer to appear under the Customer tab.
Dropship Manager Lets users set Dropship status as Dropship.
eBay Merchant Not in use.
Edit PO Lets users edit prices in PO. Users cannot edit POs unless they have this role or are a Client Admin.
Edit Purchaser Lets users change the purchaser set on an item.
Employee Lets users access the My Account page.
Inventory Manager Lets users see full inventory movement.
Login Never Expires Login expiry is set to 5 years from the time it is set.
Order Admin Gives users full access to all functions related to orders (ship orders, merge orders, manage RMA, refund, update tracking, create/import, and create picklist).

Note: This role does not allow the user to cancel an order! The role Order Cancel is needed. 

Order Cancel Lets users cancel orders.
Order Controller Gives user full access to place orders, refund orders, cancel orders, and change other order statuses for all channels.
Order Controller Local Gives users full access to place orders, refund orders, cancel orders, and change other order statuses for local store orders.
Order Creator Lets users create local store orders.
Order Shipper Hides the Sold to address from the user; the Client Setting Do not show Bill to Address to Order Shipper Role must be enabled.
Order Total display Lets users view the grand total column on the Manage Orders page, if the Client Setting Show Order Total to Order Total display role only is enabled.
Orders Mass Emailer Lets users send mass emails from the Manage Orders page if enabled the send email setting from the security settings.
People Admin Gives users full access over employees and their settings.
Physical Inventory Manager Lets users change physical inventory.
PO Over Receive Lets users over-receive a PO if the Client Setting Allow to Over Receive PO is enabled.
PO Prices Lets users edit prices in POs.
Pricing Admin Lets a user edit all prices of products, even if the client setting Protect Site Cost is enabled, and is the only user other than the the Client Admin who can edit sell below cost.
Pricing Manager Lets users edit site costs.
Product Admin Gives users full access over products and their properties.
Product Create Restrict Restricts non-admin users from creating products individually or in bulk.
Product Kit Creator Lets users add items to a kit.
Product Shadow Creator Lets users create shadow relationships or shadow products.
Refund Handler Lets users issue refunds.
Report Admin Gives users access to the Reports tab; to be used in conjunction with Report User.
Report Users Lets user pull reports; to be used in conjunction with Report Admin.
Restrict Edit Product Weight Restricts users from editing the product weight and dimensions.
Restrict FBA Shipments per Buyer Restricts non-admin users from accessing any FBA shipments containing product(s) for which they are not set as the buyer.
Restrict Inventory Access Restricts non-admin users from seeing any product where they are not set as the buyer.
Restrict Listing Product Restricts non-admin users from listing products on any channel.
Restrict Order per Buyer Restricts non-admin users from accessing orders containing product(s) for which they are not set as the buyer.
Restrict PO per Buyer Restricts non-admin users from accessing POs containing product(s) they are not set as the buyer.
Restrict Price/Qty Edit Restricts non-admin users from editing price or inventory on a product in the Sellercloud interface.
Restrict Product Edit Restricts non-admin users from editing product data in the Sellercloud interface.
RMA Receive Lets users receive RMAs.
Salesman Cost Edit Allows users to edit salesman cost on a product level (when using the Client Setting Allow free edit Salesman Cost instead of Enable Salesman Cost).
Salesman Cost View Lets users see Salesman Cost at the product level.
Scheduled Tasks Lets users execute or change scheduled tasks.
Settings Admin Gives users access to the Settings tab.
Show Adjusted Shipping Price Shows user-adjusted shipping price if one is set for an order in place of the actual price.
Skustack Device Manager Lets users add Skustack devices.
Split SKU Detail Lets users go into POs from the Split SKU page and see their details.
Split SKU List Lets users only see the search page of the Split SKU page.
Vendor Manager Lets users see full list of vendors.
View PO Lets users search and view POs.
Web Services Access Lets users make webservice calls. May only be in use for older versions.
WholeSale Customer Handler Lets users edit wholesale customer credit limits

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