Route Portal User Roles and Permissions

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Use user roles to provide people on your team with the right amount of access to the Route Portal.

Note: In order to assign a role to a user, make sure that users have an existing profile in the Route Portal.

Linked Accounts: Currently, users can have the same role across multiple stores.

User Role Permissions

Admin

  • Editable access for everything in the portal, including the dashboard, orders, Issues, Issue Rules, and the Admin page
  • If Route Pro, editable access for Insights, Engage, and customer notifications
  • Make Billing changes and edits
  • Creation of users and control over user permissions

Full User: 

  • Access to the dashboard, orders, Issues, Issue Rules, and the Admin page
  • If Route Pro, access to Insights, Engage, and customer notifications
  • Can file claims, change promo content, review insights, review issue rules (not edit), view shipping notifications (not edit), and view other users in admin (not edit)
  • No edit access on merchant preferences

Limited User

  • Access to orders and issues and has the ability to file issues
  • Cannot see the other areas of the portal, including the dashboard

ADMIN: Creating User Profiles

Follow the steps below to create a new user profile:

  1. Login to the Route Portal.
  2. Click on the Admin tab.
  3. Click on Users at the top of the page.
  4. Click Add User.
  5. Enter the user's name, email address, and choose their role.
  6. Click Save.
  7. The user will receive an email invitation to the Route Portal!

ADMIN: Editing User Permissions

Follow the steps below to create a new user profile:

  1. Login to the Route Portal.
  2. Click on the Admin tab.
  3. Click on Users at the top of the page.
  4. Click Edit next to the user's name.   
    Note: Clicking on the trash can icon will delete the user. 
  5. Click Change Role.
  6. Choose the respective role for the user.
  7. Click Save.