Overview

The Role Manager page allows administrators to create and manage custom roles that define what actions users can perform in the Ship system.
Each role determines access levels across core areas such as carrier management, shipment creation, package handling, and tracking.

To access, go to Settings > Roles.

Custom roles provide flexibility to tailor permissions to your organisation’s structure, ensuring users have the right level of access for their responsibilities.

Why use the Role Manager?

Creating custom roles helps maintain operational security and efficiency.

For example:

  • A Warehouse Operator may only need access to create and dispatch shipments.
  • A Shipping Administrator might configure carrier accounts and manage rates.
  • A Viewer could be limited to reading shipment data and reports.

By defining roles that align with each job function, you can reduce human error, simplify access management, and improve compliance.

Create a new role

To create a new role:

  1. Go to Settings > Roles.
  2. Click Create role.
  3. Enter a name and description for the role.
    • Example:
      • Name: Delivery Operations Manager
      • Description: Oversees consignment management, rate settings, and carrier services.
  4. Under Select permissions, choose which permissions to assign.
    Permissions are grouped by category as shown below.
  5. Once permissions are selected, click Save to create the role.

Permissions

CategoryPermissions
Account ManagementGet Customer, Get Account, Update Password, Update Account
Audit ManagementGet Audit Logs
Carrier Account ManagementManage Carrier Accounts
Carrier Service ManagementGet All Carrier Services, Add Carrier Service, Update Carrier Service, Edit Own Carrier Ranges (grants permissions to barcode and filename ranges)
Configuration ManagementCheck Carrier Service State
Consignments ManagementGet Consignments, Update Consignments, Create Consignments, Ready To Ship
Customer ManagementGet Customer, Create Account, Update Customer, Update Customer Subscription, Tolerance Administration
Package ManagementMove Package Items, Update Packages, Delete Packages
Package Size ManagementCreate Package Size, Delete Package Size, Update Package Size, Set Default Package Size
Quote ManagementGet Quotes
Rates ManagementGet Event Tracking, Set Volume Discounts, Get Rates Template, Get Rates For Consignment, Manage Price Models, Manage Zones, Manage Cost Models, Manage Surcharges
Role ManagementGet Custom Role, Create Custom Role, Delete Custom Role, Update Custom Role, Get Role Accounts, Add Account To Role, Remove Account From Role
Service Group ManagementCreate Service Group, Update Service Group, Delete Service Group
Service Profile ManagementGet Service Profile, Update Service Profile, Create Service Profile
Shipping Location ManagementCreate Shipping Location, Update Shipping Location, Delete Shipping Location, Manage All Shipping Locations
Tracking ManagementGet Event Tracking

Edit or delete a role

To edit an existing role:

  1. Select the role from the list.
  2. Click Edit to modify the name, description, or assigned permissions.
  3. Click Save to apply changes.

To delete a role:

  1. Select the role.
  2. Click Delete.
  3. Confirm when prompted.

Best practices

  • Assign roles based on specific job responsibilities to ensure least-privilege access.
  • Review existing roles regularly to ensure they match current operational needs.