Users & Roles

The Users & Roles part of the SMS allows administrators to create and manage Aptean Ship users, assign user roles, and set access to Locations. This gives you complete control over user rights and information. To access it, log into the SMS and select Users & Roles from the side menu.

Users

In the User section, you’ll see the number of existing users out of the number of allowed users, along with the default Admin user, and any other users that have been created. You can click Edit to edit an existing user’s details. After making changes, click the Save Changes button. Click Add User to set up a new user.

You can delete users however you cannot delete the default Admin user.

User Details

You can set up the following details for users.

• First and Last Name: The user’s name.

• User Login: This field will populate automatically based on the first and last name of the user, but can be modified as you wish.

• Email: Enter the user’s email address.

• Photo: Upload an image to represent the user (optional).

Locations

Locations are defined in the SMS by name and a code. Aptean Ship data is stored per location. Your subscription to Aptean Ship may include multiple locations that can represent either physical or virtual locations. Users will log into a specific location and will see the data that belongs to that location, including the Source Company or Source Documents.

Select the Location(s) that the user can log into from the drop-down list or click the Create Location button to define a new Location.

Roles

Assign the roles associated with a specific user from the drop-down list. This allows you to match users with roles that specify permissions to Aptean Ship components. You can also click the Create Role button to define a new role.

Roles

There is already a set of default roles created for you in the SMS, and you can also create new roles. Each role is attributed with one or more permissions for an Aptean Ship module; you then assign Aptean Ship users to one or more roles.

Default User Roles

Some roles are set up by default in the SMS; these roles may be modified. The following list shows the default access rights for each type of user role.

• Admin: Access to all of Aptean Ship, Server, Dashboard, and Aptean Ship API functions.

• Power Shipper: Access to Shipment Processing and History, Setup, and eNotify.

• Shipper: Access to all Aptean Ship functions.

• Subscription: Access to all Subscription Management System functionality.

Some roles you may want to create:

• Dashboard User: This user would have access to the Aptean Ship Dashboard, Printing Notification, Recent Shipments, and Help. Users with Dashboard-only permissions can log in to Aptean Ship and access all Dashboard functionality. They can initiate returns by clicking the “Create returns” button on the shipment grid, but can only save the return shipment as a Draft. Any user with shipment processing permissions can then log in and complete the return.

• eNotify: Access to eNotify, including the eNotify Template Designer.

Adding Roles

In addition to the default user roles, additional roles can be created.

1. Under Roles, click Add Role.

2. On the Add Role page, enter a name in the Role Name field.

3. For each role, you can assign individual permissions or groups of permissions. (See Permissions Detail below.) Expanding a group reveals all the permissions that belong to that group. To assign all the permissions for a particular group, place a check mark next to group node. To assign permissions from within a group, place a check mark next to the individual items.

Permissions Detail

This section explains the permissions available in each group and the actions available to users assigned each permission.