Roles

 

The Roles feature allows administrative users to create User Roles that define and limit access to functions in the StarShip Client and Server Manager. Administrators can also control access to the StarShip Dashboard, SQL FSI Builder, and StarShip API Shipment Processing.

 

There is already a set of default roles created for you in the Server, and you can also create new roles. Each role is attributed with one or more permissions for a StarShip module; you then assign StarShip users to one or more roles.

 

You will need to provide an Administrator username and password before accessing Role Management. To access Role Management, select Tools > Roles. You can also assign roles to a specific user while performing user administration in Tools > Users.

 

 

Default User Roles

Adding User Roles

Assign Permissions to Roles

Permissions Overview

View User Rights

Insufficient Permissions

 

 


 

 

 

Default User Roles

Roles are set up by default in Server Manager; these roles may be modified. The following list shows the default access rights for each type of user role.

 


 

 

Adding User Roles

In addition to the default user roles, additional roles can be created.

  1. Select Tools > Roles. On the Role Management window, click Add.
  2. On the Add Role dialog, enter a name in the New Role Field. You can choose to base the new role on a previously existing one, in which case all the base permissions will be inherited by the new role. You can also choose None to start with a blank set of permissions. Click Create to add the new role.

    StarShip

    You can also create a new role by copying the permissions of an existing role. Select the role on the Role Management window and click the Copy button. Note that the base role is greyed out and populated with the role you are copying. Type in the new role name and click Create.

    StarShip Shipping software

 

 


 

 

 

Assign Permissions to Roles

Selecting a role on the left will display its assigned permissions in the Permissions list. For each role, you can assign individual permissions or groups of permissions. (See Permissions Overview below.)

 

Expanding a group reveals all the permissions that belong to that group. To assign all the permissions for a particular group, place a check mark next to group node. To assign permissions from within a group, place a check mark next to the individual items.

Click Save to save your changes.



 

 


 

 

Permissions Overview

This section explains the permissions available in each group and the actions available to users assigned each permission.

 

Permission Group

 Permission

Action

Shipment Processing

Edit Shipment

Can change Shipment status to "Open"

Modify Sender/Recipient

Can modify Sender/Recipient address

Modify Ship Via

Can change Carrier/Service

Modify Billing Type

Can change billing type, account address, account number, international billing duties and taxes

Ship

Can Ship/Process (F5)

Delete

Can delete shipments

End of Day

Can view End of Day screens

Export

Can configure shipment export

Import

Can configure and use the Shipment Import feature

Manual Ship

Can Ship/Process a shipment not connected to a financial system

History

View Shipment History

Can view End of Day History

Setup

Setup Company

Access to Company Setup

Setup Preferences

Access to Setup > Preferences

Setup Source Interface (FSI)

Can configure FSI settings

Change FSI interface

Can change the active FSI interface

Setup Printing

Can configure printers/printing

Setup Scale Interface

Can configure scale settings

Setup Carrier Interface

Can configure carrier settings

Setup Freight Rules

Can configure Freight Rules

Configure Tab Order

Can configure tab order

Shipment Defaults

Can define Shipment Defaults

Ship Via Rules

Can set up and configure Ship Via Rules

Maintain

Maintain Inventory

Can perform Inventory maintenance

Maintain Packaging

Can set up and configure Packaging

Maintain Groups

Can perform Group maintenance

Maintain Customers

Can perform Customer maintenance

Maintain Brokers

Can perform Broker maintenance

Maintain Carriers

Can perform Carrier maintenance

Maintain 3PL

Can perform Third Party Logistics company maintenance

Maintain Third Party Addresses

Can perform Third Party Addresses maintenance

Maintain Third Party Insurers

Can perform Third Party Insurers maintenance

Maintain Importers

Can perform Importers maintenance

Maintain Hazardous Materials Profiles

Can perform Hazardous Materials Profiles maintenance

Server Management

User Management

Can perform User and Role maintenance

Database Management

Can create/update/change databases

Execute Carrier Interface Plugins

Can execute carrier interface plugins.

Data Management

Can import/export legacy/conversion data

 

Start/Stop Core Service

Can start and stop the StarShip Core service

Dashboard

Dashboard User

Can access the StarShip Dashboard

SQL FSI Permissions

SQL FSI Studio User

Can access SQL FSI Studio

API Shipment Processing

StarShip API User

Can access StarShip API functionality

eNotify

eNotify Template Designer user

Can create and modify email templates in the eNotify Template Designer

eNotify Email Viewer user

Can view all generated emails in the eNotify Email Viewer

 

 


 

 

 

View User Rights

A user logged into StarShip may view the permissions assigned to them from Help > User Rights. This dialog lists the effective rights for the user.

 

 

 


 

 

 

Insufficient Permissions

In StarShip, assigned permissions are usually accessed through a menu item on the Ship screen. If a particular permission is not allowed for a certain user, that menu item will be disabled and a message will be shown when access is denied.



 

 

Other permissions may be accessed through certain screen controls, such as changing the Ship Via on a shipment. In this case, if the user right-clicks on the disabled screen control, they will receive an explanation dialog.