Manage Users and Permissions

The user management feature in Orderful allows administrators to add new users to their organization and assign specific roles based on the required permissions. This feature ensures that users have the appropriate access and capabilities within the system.

Add new users

In order to invite users to your Organization:

Go to your Users settings page.
Click on Invite Users in the upper left.
From the "Invite Users" pop-up, enter the user information of the user you want to invite. If you'd like to add more than one user, click on Add a row.
After listing all the users you want to invite to your Organization, click on Invite Users. A notification will pop up. If you refresh the page the users you invited will now appear in the list.

Notes:

You have to enter a unique email address for each user.
You can leave the "First Name" and "Last Name" fields empty. The invited user will be asked for their name during sign up.
If these users already have an Orderful account, their status after you invite them will automatically be "Active". They can now access your organization.
For users that don’t have an Orderful account yet, their status will be "Invite Sent". If you notice a user is stuck on the "Invite Sent" status for too long, you can always resend them the invitation email.

Resend an invite

If for any reason you need to resend an invitation to a user, follow these steps:

Go to your Users settings page.
Click on the user you would like to invite again, this will bring up a side panel.
Click on Resend Invite

Remove existing users

At the moment, Orderful does not allow you to delete users on your own. Instead, please submit a request by email [email protected].

Roles and Permissions

Depending on the role you choose for a new user they will have access to the following resources in Orderful.

ACTION	RESOURCE	ADMIN	VIEWER
Organizations
Create	Organization	❌	❌
Read	Organization	✅	✅
Update	Organization (name, timezone, logo)	✅	❌
Delete	Organization	❌	❌
Switch	Organization	✅	✅
EDI Accounts
Create	EDI Account	✅	❌
Read	EDI Account	✅	✅
Update	EDI Account	✅	❌
Delete	EDI Account	❌	❌
API Key
Create	API Key	❌	❌
Read	API Key	✅	❌
Update	API Key	❌	❌
Delete	API Key	❌	❌
Regenerate	API Key	❌	❌
Billing
Read	Billing information	✅	✅
Users
Invite	Users	✅	❌
Read	Users	✅	✅
Update	Users (Not your own profile)	❌	❌
Delete	Users	❌	❌
Assign basic role	Users	✅	❌
User details
Read	Your own User profile (name)	✅	✅
Update	Your own User profile (name)	✅	✅
User security
Reset	Your own User password	✅	✅
User notifications
Subscribe to	User Notifications	✅	✅
Unsubscribe from	User Notifications	✅	✅
Communication Channels
Create	Communication Channels	✅	❌
Read	Communication Channels	✅	✅
Update	Communication Channels	✅	❌
Delete	Communication Channels	✅	❌
Send a Test	Communication Channels	✅	❌
Test Connection	Communication Channels	✅	❌
Activate	Communication Channels	✅	❌
Deactivate	Communication Channels	✅	❌
Set as default	Communication Channels	✅	❌
Guidelines
Create	Guidelines	✅	❌
Read	Guidelines	✅	✅
Update	Guidelines	✅	❌
Delete	Guidelines	❌	❌
Publish	Guidelines	✅	❌
Archive	Guidelines	✅	❌
Copy to new draft	Guidelines	✅	❌
Set as default	Guidelines	✅	❌
Remove default	Guidelines	✅	❌
Scenarios
Create	Scenarios	✅	❌
Read	Scenarios	✅	✅
Update	Scenarios	✅	❌
Delete	Scenarios	See Archive
Publish	Scenarios	✅	❌
Archive	Scenarios	✅	❌
Copy	Scenarios	✅	❌
Set as default	Scenarios	✅	❌
Remove default	Scenarios	✅	❌
Integration Assistance
Use	Integration Assistance	✅	✅
Trade requests
Create	Trade requests	✅	❌
Read	Trade requests	✅	✅
Update	Trade requests	✅	❌
Delete	Trade requests	❌	❌
Resend	Trade requests invite	✅	❌
Cancel	Trade requests	✅	❌
Accept	Trade requests	✅	❌
Reject	Trade requests	✅	❌
Create	Onboarding form	Automated via accepted Trade Request
Read	Onboarding form	Public
Update	Onboarding form (not submitted)	Public
Submit	Onboarding form (not submitted)	Public
Relationships
Create	Relationships	Automated via accepted Trade Request
Read	Relationships	✅	✅
Update	Relationships	✅	❌
Delete	Relationships	❌	❌
Activate	Relationships	✅	❌
Deactivate	Relationships	✅	❌
Update status	Relationships	✅	❌
Filter/Search	Relationships	✅	✅
Scenario Checklists
Create	Scenario Checklists	Automated via accepted Trade Request
Read	Scenario Checklists	✅	✅
Manage	Scenario Checklists (Change Request)	✅	❌
Update	Scenario Checklists	✅	❌
Delete	Scenario Checklists	See Archive
Welcome page
Read	Welcome page	✅	✅
Transactions
Create	Transactions Manually	✅	❌
Upload	Transactions	✅	❌
Read	Transactions (Data and Print View)	✅	✅
Update	Transactions	❌	❌
Delete	Transactions	✅	❌
Download	Transactions	✅	✅
Copy to Test	Transactions	✅	❌
Read	Transactions Audit Trail	✅	✅
Verify	Transactions Audit Trail	✅	❌
Read	Transactions Attachments	✅	✅
Download	Transactions Attachments	✅	✅
Copy	Transactions Attachments	✅	✅
Send	Transactions	✅	❌
Resend	Transactions	✅	❌
Reprocess	Transactions	✅	❌
Forward	Transactions	✅	❌
Link	Transactions to checklist step	✅	❌
Acknowledge	Transactions	✅	❌
Switch	Transactions data format	✅	✅
Search	Transactions payload	✅	✅
Copy	Transactions payload	✅	✅
Print	Transaction	✅	✅
Read	Transaction workflow	✅	✅
Read	Transaction validation errors	✅	✅
Read	Transaction empty fields	✅	✅
Transactions List View
Read	Transaction List View dashboard	✅	✅
Filter	Transaction List View	✅	✅
Export	Transaction List View	✅	✅
Send in bulk	Transaction List View	✅	❌
Resend in bulk	Transaction List View	✅	❌
Reprocess in bulk	Transaction List View	✅	❌
Rules
Create	Rules	✅	❌
Read	Rules	✅	✅
Update	Rules	✅	❌
Delete	Rules	✅	❌
Copy	Rules	✅	❌
Create	Lookup tables	✅	❌
Read	Lookup tables	✅	✅
Update	Lookup tables	✅	❌
Upload	Lookup tables values	✅	❌
Delete	Lookup tables	✅	❌