The User Access Management (UAM) feature allows designated administrative users to control who in your organization can access product areas and actions by creating custom roles that allows for custom access to specific parts of ShipperGuide. 

Each role is a set of permissions. When you edit a role, everyone with that role instantly inherits the change.

The default roles within ShipperGuide Admin, Standard and Supervisor are still available and have not been changed and cannot be edited.

Only “Supervisor” level users are able to access multiple locations and create locations due to this access, their roles cannot be restricted using UAM.

Please note: Only Admin and custom roles with permission to edit users can create new custom roles. The UAM feature is only available for paid subscription users.

Accessing User Access Management (UAM)

1. In the top navigation bar, click Settings .
2. Click on the Users tab.
3. The page lists every active user in your organization.
4. Scroll down to the “Roles” section.

Creating Roles

1. From the Role section, click “New Role”.

2. From the “New Role” page enter the “Role Details”.

• Required: Role Name
• Optional: Included Users: add any users already created that would be assigned to this role.
• + New User: Add any new users that would be assigned to this role.

3. Start from ready-made Templates:

• All enabled: Access to all sections of ShipperGuide
• All disabled: Access disabled to all sections of ShipperGuide
• View-only: View-only access where users are not able to create, edit or change things on ShipperGuide 
• Tracking view-only: Only access to tracking capabilities on ShipperGuide

4. User Access Permissions: Drill down the User Role permissions as needed using the access permissions. Below is a description of each category.

5. Click “Save Role”.

 

User Role Creation Admin Tips

• Least privilege: start with the smallest set of permissions that enables the user’s job.
   
• Use roles for consistency: define a role once, assign it to many users.
   
• Review quarterly: remove access that’s no longer needed.
   

• Test changes: create or repurpose a test account to validate role behavior before broad rollout.