techSHIP User Permissions Structure [Information]

Managing user access effectively ensures that team members interact only with the tools relevant to their roles within techSHIP. This structure enhances security and streamlines the user interface by hiding unnecessary items.

This article explains the specific permissions required to access each menu item in techSHIP and how these roles interact with the platform's navigation. 

NOTE: Above standard Location users, techSHIP now supports an Organization users that allows you to manage operations globally across multiple locations. For details regarding global organization permissions and multi-location management, please refer to Understanding Organization Users [Guide].

For related information, see:

• Understanding the New Menu Structure in techSHIP [Guide]
  
• How to create a user and assign permissions (General) [Step-by-Step guide]

The following table is organized as follows:

• Main Menu:
  • Category: The menu item's category.
  • Item: The menu item's name.
• Required Location User Permissions
  • Maintenance: Indicates whether the Maintenance permission must be granted in addition to those listed in the Permissions column.
  • Permissions: The specific administrative right that grants access to the item.

NOTE: Menu items marked with an asterisk (*) require the corresponding feature to be enabled in your location, in addition to the necessary permissions.

Menu items under the Insights category are available based on your subscription level. For details, see: techSHIP Specifications Sheet [Information].

To learn more about the Visibility category, refer to: Introducing Shipment Visibility and Tracking [Guide].

MAIN MENU		REQUIRED LOCATION USER PERMISSIONS
CATEGORY	ITEM	MAINTENANCE	PERMISSIONS
INSIGHTS	Shipment Profile		Location or Carrier Administrator
	Delivery Performance		Location or Carrier Administrator
	Executive Summary (Beta)		Location or Carrier Administrator
	Customer Insights (Beta)		Location or Carrier Administrator
ORDERS	My Orders		Read only for all users
	Returns		Read only for all users
CARRIERS	My Carriers		Carrier Administrator
	Manifests		Allow Manifests
	Pickup Schedule		Location or Carrier Administrator
CLIENTS	Clients		Client Administrator
	Templates*		Client Administrator
	Products / Items		Client Administrator
	Rule Sets*		Global Automation Rules
	Custom Lists*		Global Automation Rules
SMART PRICING	Custom Pricing Tables*		Location/Carrier Administrator or Smart Pricing
	Zones & Areas*		Location/Carrier Administrator or Smart Pricing
	Pricing Dimensions*		Location/Carrier Administrator or Smart Pricing
	Accessorial Collections*		Location/Carrier Administrator or Smart Pricing
	Markup Profiles*		Smart Pricing
VISIBILITY	Tracking		Visibility
ADUIT	Invoices		Audit Viewer or Audit Manager
SETTINGS	Addresses		No additional permissions required
	Insurance Providers*		Insurance
	My Location		Location Administrator
	Location Users		Location Administrator
	API Logs		Location Administrator
	Organizations		Organization Admin
	Locations		Organization Admin
REPORTS	Generate		Allow Reports Access
	History		Allow Reports Access
	Schedule		Location Administrator