Skip to main content
Zippendo has no ready-made roles. You create custom roles: a name plus a set of permission checkboxes. Give a role to someone when you invite them, or change it later in the team list. For the full walkthrough, see Settings, team, and brands.

​
What a role lets someone do

Every team member can do the daily work in Zippendo, whatever their role: orders, shipments, carriers, shipping rules, printers and inviting colleagues. A role decides who can manage the organization itself. If someone without the right permission tries one of these, Zippendo does not save the change and shows an error, such as You don’t have permission to do this. Ask an organization manager for access. The other checkboxes, such as View shipments or Edit carriers, are the same permissions an API token can have (see Create an API token). On a role, they do not limit what the team member can do in the Zippendo app. A team member who is restricted to a brand cannot manage brands, even with Edit everything. See Create a brand.

​
Where to find it

Click the organization switcher at the bottom of the sidebar, then Manage (or Invite team members), and open the Team tab. Custom roles is the first section.
Custom roles empty state with Create role and Create your first roleCustom roles empty state with Create role and Create your first role

Custom roles - empty state with Create role

Before you create a role, the section says No custom roles and Create custom roles to assign specific permissions to team members. Click Create role at the top of the section, or Create your first role. Once you have roles, the table shows: Click a row or Edit to change a role. Click Delete to remove it.

​
Create a role

Create custom role window with Role name, Description, Select all and permission checkboxesCreate custom role window with Role name, Description, Select all and permission checkboxes

Create custom role - name, description and the permission checkboxes

The Create custom role window has these fields: A line under the checkboxes counts your choice, for example 3 permissions selected.

​
The permission checkboxes

Each area has a Read box (View and read information) and a Write box (Create, update, and delete):
  • View API tokens / Edit API tokens
  • View organization / Edit organization
  • View team members / Edit team members
  • View carriers / Edit carriers
  • View addresses / Edit addresses
  • View shipping rules / Edit shipping rules
  • View shipments / Edit shipments
  • View everything / Edit everything
Edit everything includes every other permission. See What a role lets someone do above for what each one controls.
Create custom role scrolled to Read and Write for Shipping rules, Shipments and AllCreate custom role scrolled to Read and Write for Shipping rules, Shipments and All

The rest of the checkboxes - Shipping rules, Shipments and All

1

Open the window

Click Create role or Create your first role.
2

Name the role

Fill in Role name *. Add a Description if you like.
3

Pick permissions

Tick the permissions the role should have, or click Select all.
4

Click Create role

The button stays grayed out until the role has a name and at least one permission. You see Role created, and the role appears in the table.
If you see A role with this name already exists., pick another name.

​
Edit a role

Click the role’s row or Edit. The Edit custom role window has the same fields. Click Update role to save. You see Role updated. The change applies to every team member who has the role.

​
Delete a role

1

Click Delete

The Delete role window tells you how many team members lose the role, for example This removes the role from 2 team members.
2

Confirm

Type the role name in capital letters, for example SHIPPING MANAGER. Then click Delete.
You see Role deleted. Team members who had the role now have No role.