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

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.

• Admin : Access to all StarShip Client, Server, Dashboard, SQL FSI, and StarShip API functions
• Dashboard : Access to the StarShip Dashboard, Printing Notification, Recent Shipments, and Help.
• eNotify : Access to StarShip eNotify, including the eNotify Template Designer and Email Viewer
• Shipper  : Access to all StarShip Client functions
• ShipperLimited : Access to StarShip Client Shipment Processing, History, Maintenance functions
• SqlFsi : Access to the StarShip SQL FSI Builder

 

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.
   
3. 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.

 

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.

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 and view Setup Home and Printing Profiles
	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
Shipment History	View Shipment History	Can view Rate/Ship History and End of Day History. Has access to Help, Printing Notifications, and Recent Shipments. No access to Setup.
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 the User > Profile menu item.

 

This dialog lists the effective rights for the user.