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 | ✅ | ✅ |
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 | ✅ | ❌ |
Updated 6 months ago