How to Manage User Roles and Permissions in AfterShip Tracking
Overview
Roles and permissions provide different levels of access to members based on the task they perform. AfterShip allows you to grant role-based access to members. When inviting members to the organization, you can control the privileges of the members by assigning different roles to them.
📢 What you'll learn
In this tutorial, we will discuss:
- How to add or remove a member in an organization
- How to transfer ownership
- Default roles and permissions
- Organization's Permissions
- AfterShip Tracking’s Permissions
- FAQs
How to add or remove a member in an organization
- Log in to your AfterShip admin dashboard
- Go to Settings > Members
- Click Add members
- Enter the email address and select a role for the member. You can also bulk add members by entering enter multiple emails separated by a comma
- Click Add
AfterShip sends an invite email to the new members with a link to set up their AfterShip account.
- To delete or remove a member from an organization, click the dropdown icon against the member's name and click Remove from organization
How to transfer ownership
- Click the Change owner button under Owner
- If the account has a password, just enter the password, select the member you want to transfer the ownership to, enter CONFIRM, and click Transfer ownership to complete the ownership transfer.
- If the account is logged in from a third-party without a password, we will send a verification code through the registered email. Enter the verification code and select the member you need to transfer the ownership. Enter CONFIRM and click Transfer ownership to complete the ownership transfer.
Default roles and permissions
We provide both the default and custom roles. For the default roles, we have defined each role and the permissions corresponding to the role below:
- Owner: Limited to only 1 per organization (Full permissions)
- Admin: Can manage organization-level and billing/subscription settings
- Manager: Can manage orders and feature settings
- Support Agent: Can view orders
- Member: A legacy role with full permissions (Applicable only to the old users)
Organization's Permissions
|
|
| Owner | Admin | Manager | Support Agent | Member (legacy) |
|---|---|---|---|---|---|---|---|
Page | Resource | Permission | Only 1 per org. Most powerful. All product access. | Manage people, org-level, billing/subscription settings. All product access. | Manage orders and product settings | View orders | Have full permission |
Settings | Basic infomation | Edit | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
| Company info | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
| Data processing addendum | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
Security | Security | Edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
Members | Members | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Create and edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
|
| Remove | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
| Roles | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Create and edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
|
| Delete | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
Billing | Subscriptions | Edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
| Payment method | View | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
| Invoices | View | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
Locations | Locations | View | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
Connections | Stores | View | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Delete | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
| Apps | View | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Delete | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
Sender emails | Sender emails | View | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Delete | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
Developers | API keys | View | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Delete | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
| Webhooks | View | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
|
| Delete | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
Notifications | Notifications | Edit | ☑️ | ☑️ | 🚫 | 🚫 | 🚫 |
Domains | Domains | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit and delete | ☑️ | ☑️ | 🚫 | 🚫 | ☑️ |
AfterShip Tracking’s Permissions
Section | Group | Permission | Owner | Admin | Manager | Support agent | Member (legacy) |
Tracking dashboards | Shipments | View shipments | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Add shipments | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit shipment info | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Export shipments | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Delete shipments | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Update carriers | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Manually update statuses | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit order info | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit notes | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit custom fields | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit tags | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit customers | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Send notifications | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit subscribers | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| View shipment views | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit shipment views | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| View dashboard emails | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit dashboard emails | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Orders | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Add | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Export | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Delete | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
Notifications | Flows | View | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Flows/report | Export | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Email templates | View | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| History | View | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Export | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
Tracking pages | Tracking pages | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Segmentation | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Clips | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
Webhooks | Webhooks | View | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
Analytics | Dashboards/reports | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Export | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Email dashboards/reports | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
Estimated delivery dates | Post-purchase EDDs | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Pre-purchase EDDs | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
PayPal Package tracking | PayPal Package tracking | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
Apple Order Tracking | Apple Order Tracking | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
Settings | Shipment tracking | View | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Carriers | View | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Custom fulfillment statuses | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Tracking pages | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Email and SMS | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Ship-from locations and rules | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Carrier business days | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
| Shipment alerts | View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
API | API keys | View | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
|
| Edit | ☑️ | ☑️ | ☑️ | 🚫 | ☑️ |
FAQs
1. Who can invite a member?
Only the owner of the organization can invite a member.
2. Who can configure the role of a member?
Only the owner or admin of the organization can edit the role of a member.
Please get in touch with our sales team if you need a custom role.
Updated on: 16/10/2025