ChannelEngine: user roles

About this article

This article describes the many user roles available within ChannelEngine, as well as how administrators can add, remove, and edit them – per user.

Table of contents

Introduction

User roles

Add a user

Edit the permissions of a user

Revoke access

Introduction

If you are the account's administrator, you can manage users and permissions. These permissions can include viewing and editing orders within your ChannelEngine account. Some of these roles are also available with a 'without customer view' filter, which hides sensitive information such as names and addresses.

User roles

The following roles are available:

• Administrator - this role has full access within an account, including the creation of other users. Access to sensitive information is optional.
• Channel manager - can view, add, edit, and remove channels. They can also create product listings and apply price rules per listing and/or per channel.
• Content manager - same as the Channel manager, but with the added ability to create product filters and view statistics.
• Order manager - can view and edit orders. Access to sensitive information is optional.
• Product manager - can manage product information and set up product selection filters for channels.

Add a user

Users' uniqueness is based on their email addresses, that is, there can be ten users with the name John Smith, but not with the same email address.

To add a user:

1. On ChannelEngine, go to Settings, click Users, and click Add user.
2. In the Add user dialog box, in the Email field, enter the user's email address
3. In the User role field, click the drop-down and select at least one user role.
4. Click Save. The new user receives an email from info@channelengine.com with either a link to set up a new user account, if they do not have a ChannelEngine user yet, or a message with a link to the account you have just given them access to. NB: Previously, it was not possible to add users with an existing account, but this is possible now. The only scenario where no invite email is sent is when you enter an invalid email address – or if the email address entered already has access to your account.

Edit the permissions of a user

To edit a user:

1. On ChannelEngine, go to Settings, click Users.
2. Navigate to the user that you want to edit and on the right hand side, click the pencil icon.
3. In the Edit user section, in User roles field, from the drop-down select the the role or roles you want to assign to the user and click Update. Bear in mind that:
   • If you assign no roles whatsoever, the user does not have access to anything on ChannelEngine. Once they log in, they see an error.
   • If you assign the Administrator role to a user, no other roles are necessary as they are all included.
   • You cannot edit user roles unless you are an Administrator.
   • You cannot edit your own role and permissions. 

Revoke access

To remove a user:

1. On ChannelEngine, go to Settings, click Users.
2. Navigate to the user that you want to remove and on the right hand side, click the pencil icon.
3. In the Edit user field, click Revoke access.