REACT's Account page enables you to manage the users associated with your organisation's REACT account. This page explains how to invite new users, how to define user permissions, and how to revoke user access.
Inviting New Users
To invite a new user to REACT:
Select Account > Manage Users to display the Add User page.
Click the Add User tile.
The Add a New User page is displayed.
Enter the First Name, Last Name and User Email of the person you want to invite. You cannot use an email account that is already associated with a REACT account.
Enter the User Role you want that person to have. REACT has three user roles: Admin, Marketing and Dashboard.
A user's role defines what that person can view and/or edit within REACT. In general, Admin users have extensive read/write access to the system, Marketing users can view most parts of the UI and edit certain parts, and Dashboard users have limited read-only access.
For full permission details for each role, see the User Roles section.
Click Invite to send an invitation email to the address entered. REACT creates a tile for that user on the Add Users page.
Invitations are valid for 24 hours. To re-send an invite, click the Re-send Email button on the user's tile. This button disappears once the user has registered their account.
To revoke a pending invite, click the context menu button on the user's tile, click Delete, and then click Yes on the confirmation dialog. The previously-invited user will no longer be able to register for REACT.
Responding to Invites
To register for REACT, users must:
Click the Accept Invitation button in the invite email within 24 hours of the invite being sent. If the user does not respond within 24 hours then they will need to request a new invite.
REACT displays the Register page.
Enter the following information:
- First Name
- Last Name
- Password (requires confirmation)
Select the Agreement check box and click Register to finish confirming registration details. The newly-registered user is logged in and taken to the States dashboard.
Editing Registered Users
To edit a registered user, click Edit on that user's tile to display the Edit User screen.
The Edit User screen enables you to edit a user's display name and role, but not their email address. Click Save to confirm your changes.
To delete an existing user account, click the context menu button on the user's tile, click Delete, and then click Yes on the confirmation dialog. Deleting a user permanently revokes their REACT access. The user would need to be sent a new invite in order to re-gain access.
You cannot delete your organisation's primary REACT user account (i.e. the user account that was created during the initial customer setup process).
REACT users can have one of three different roles: Admin, Marketing, and Dashboard. A user's role determines what that user can view and edit within the REACT UI. Admin users can assign user roles via the Manage Users page.
This section explains configuration and access information for each user role.
Admin users have the highest level of access to REACT. They are the only users that can add, edit and delete user accounts.
Each REACT customer is limited to four admin users. However, admin users can transfer admin access between accounts, or delete admin accounts altogether where required.
For security reasons, we recommend that you only create as many admin user accounts as you need to.
Each organisation has a primary user. This is the user that was created during the initial customer setup process. Primary users have the same access rights as a regular admin user, but cannot be deleted. If you want to delete your organisation's primary user, please contact Sorted support.
Marketing users have the middle level of REACT access. They can view most parts of the UI, but can only edit certain pages.
Each organisation can only have six Marketing users at any one time. Admin users can add, edit and delete marketing user access.
Dashboard users have the lowest level of REACT access. They can only view and edit certain screens. This is the user role that you would likely assign to customer service operatives.
There is no limit to the number of dashboard users that an organisation can have. Admin users can add, edit and delete dashboard user access.
User Access and Permissions
The table below shows what each user role can view and edit within the REACT UI.
|All Shipments Dashboard||View||View||View|
|Notes on Shipments||View||View||View|
|API Keys||View / delete||No Access||No Access|
|SFTP Account||View / edit / delete||No Access||No Access|
|Shipment Filters||View / edit / delete||View / edit / delete||No Access|
|Webhooks||View / edit / delete||View||No Access|
|Carrier Connectors||View / edit / delete||No Access||No Access|
|Custom State Labels||View / edit / delete||View / edit / delete||No Access|
|Tracking Page||View / edit / delete||View / edit / delete||No Access|
|Notifications Centre||View / edit / delete||View / edit / delete||No Access|
|Account||Access / add users / assign users / delete users / resend reg email||Access||Access|
|Help & Support||View||View||View|
Learn more about the REACT UI: