User roles and permissions: Allowing partners to access specific orders

With user roles in Automation.app you can set up a contributor who has access only to the orders that you assign to him. This limits the permissions of that user, so he/she can only access the orders that the admin has defined. How to define user permissions for order viewing When an order enters automation.app… Continue reading User roles and permissions: Allowing partners to access specific orders

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User roles and permissions: Allowing partners to access specific orders

With user roles in Automation.app you can set up a contributor who has access only to the orders that you assign to him. This limits the permissions of that user, so he/she can only access the orders that the admin has defined.

How to define user permissions for order viewing

When an order enters automation.app you’ll define an automation to assign the contributor user. That way, when that user logs in, the person will see that order.

1. Creating the user with limited permissions:

https://app.automation.app/organization/invite

2. Assigning an order to a user:

https://app.automation.app/automations/create

Notice

The user will also be able to access customer profiles in the CRM and thereby access other orders from the same user – even when these are not assigned to the user.

This can be changed if you need it. Please contact [email protected] if you want to disable the related orders by same customer access for collaborator and other sub-user accounts.

Multiple user roles for order viewing

If you want to give multiple users in multiple organisations access, based on rules, we can help you with setting up groups, so that you’ll have a good long term structure. Don’t hesitate to reach out to us.

“Why and who” – the typical need user roles and permissions for order data in WooCommerce and Shopify

User roles can be used for multiple solutions. We don’t have rules for how you can use it. These are examples of how we currently find it useful:

  • Country or area managers
  • Store login
  • Suppliers
  • Partners
  • Multi vendor
  • Shipping partners