Written by Rain Gilbert
Overview
There are eight default login types available in Lister. They’re designed with all parts of your operation in mind, from stores and transportation teams to the warehouse floor and finance team.
Default login types can’t be edited, but you can create a custom role to fit your specific needs. This article outlines descriptions of what each default permission setting entails, the permissions tied to the default login types, and what each permission of a custom role allows access to in Lister and Link.
For information on how to create a new teammate or custom role, check out this help article.
Table of Contents
The following sections outline what access each default role has access to in Lister and Link.
To view the default roles in Lister:
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Click the gear icon in the top right navigation menu of Lister to go to the admin page
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Click “Roles” under the Team menu in the left navigation menu
Admins have access to all pages in Upright Lister. Admins have full access to account settings, including the ability to add and remove other users. This login is typically used for e-commerce leadership.
Below is the Admin home screen in Lister, which includes the e-commerce dashboard and a high-level overview of productivity and sales:
The Driver role is for transportation teams to track and update the status of manifests as they travel from stores to e-commerce for processing.
💡Operational Tip: The Driver role is a great tool for organizations that need stronger asset protection during the transfer of goods between suppliers and the e-commerce processing facility. Click here to learn more about our Manifest Tracking feature!
The Driver home screen in Lister is a modified version of the Manifest manager that shows the current transportation status of each manifest:
Drivers have reduced access to the following page in Lister:
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Can only view manifest statuses and change the status to In Transit or Missing
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Drivers have access to the following feature in Link:
Managers have access to all features except the Admin Settings page. This login type is typically used for team leads or supervisory roles.
The Manager home screen in Lister is the Posting History page, a modified version of the listing manager, showing the posting history of listings. From this page, Managers can perform the following actions:
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Filter and sort listings by SKU, channel, title, inventory location, supplier, created date, creator, and status
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View, edit, and delete listings
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Reprint SKUs
Managers have access to the following pages in Lister:
Managers have access to the following features in Link:
The Poster role type is often used for team members responsible for processing and quality assurance, item photography, listing items online, and inventory management (item putaway and purging).
The Poster home screen in Lister is the Posting History page, a modified version of the listing manager, showing the posting history of listings. From this page, posters can perform the following actions:
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Filter and sort listings by SKU, channel, title, inventory location, supplier, created date, creator, and status
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Edit listings
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Reprint SKUs
Posters have access to the following pages in Lister:
Posters have modified access to the following pages in Lister:
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Reports: Can only access the downloadable Manifest items, Products, and Embedded listing reports
Posters can access the following features in Link:
Reports Only users can only access the Reports page. This role is most often used by finance teams, and no other pages are accessible.
The Reports only home screen in Lister is the Reports page:
Reports Only users have access to the following pages in Lister:
Reports Only users cannot access any features in Link.
This login type is for team members dedicated to fulfilling orders.
Shippers can print pack slips for orders, pull orders via Link, purchase shipping labels after an item has sold, and filter or sort orders and shipments. They can also download CSV exports of orders and/or shipments.
The Shipping Only only home screen in Lister is the “Ready to fulfill” tab of the Orders page:
Shipping Only users have access to the following pages in Lister:
Shipping Only users have limited access to the following page in Lister:
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Paid Orders report
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Paid Order Items report
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Orders report
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Refunds report
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Shipments report report
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Shipping Only users can access the following feature in Link:
Store logins are best suited for processing team members at store locations who identify items for sale online. This role allows team members to create, edit and add items to manifests. Store login types can only see manifests they created but not manifests created by other team members.
The Store home screen in Lister is a modified Manifests page, only displaying manifests created by that specific store user:
Store logins have limited access that doesn't allow them to accept, reject, or authenticate manifest items.
Store users have access to the following page in Lister:
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Store users have access to orders to assist with any Buy Online, Pickup In Store orders
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Store users have limited access to the following page in Lister:
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Create and view manifests they created
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Print manifest records to allow for streamlined processing at e-commerce
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Store users cannot access any features in Link.
Store Manager logins are ideal for store managers and leadership. This login includes the ability to create manifests, view the supplier Dashboard, and access some reports.
The Store Manager home screen in Lister is a modified admin dashboard, showing the total sales for the store, manifest item details, weekly top sales, and the e-commerce item preference list:
Store Managers have limited access to the following page in Lister:
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Create new manifests and view manifests that their store created
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Print manifest records to allow for streamlined processing at e-commerce
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Suppliers report
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Top sales report
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Manifest items report
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Embedded listings report
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Store Managers cannot access any features in Link.
Custom roles are a great option for teams who may have multi-functional roles that don’t fit into the default roles available. For instance, new listing members may need to have their items individually reviewed before they are posters to an online marketplace, whereas other listing team members' items can go live immediately. In this case, creating a custom poster role with the “training mode” option activated will allow a supervisor to review their listings before they are published. Click here to read our help center article on creating a custom role.
To view custom role options in Lister:
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Click the gear icon in the top right navigation menu of Lister to go to the admin page
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Click “Roles” under the Team menu in the left navigation menu
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Click the blue “New role” button to create a new custom role
Toggles to allow/restrict access to various manifest features in Lister and Link:
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Can create and edit manifests, view authentications
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Allows the creation of new manifests and the ability to monitor authentication statuses
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Note: If a user is assigned to a supplier, they will only be able to edit and view manifests for their store
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Can process manifests and manage authentications
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Assigned teammates can accept and reject manifest items and create/submit authentications
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Can edit partially processed manifests
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Allows a user to add or delete items and change titles on a manifest while being processed.
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Can delete manifests
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Allows a teammate to permanently delete a manifest
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Can pick up manifests
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Allows a teammate to change the status of a manifest from "Created" or "Ready for Pickup" to "In Tranist" using Lister or Link
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Can override the status of unprocessed manifests
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Allows a teammate to manually select the status of the manifest
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Toggles to allow/restrict access to the product manager and inventory features:
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Can access product manager
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Capable of accessing the “Products” tab which contains all active, draft and recycled products
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Can create, edit, and post products to channels
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Capable of creating draft products, listing items online, and editing products
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Training Mode
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If toggled ON: Listings from teammates assigned to this role will move to pending status and require manual review before listing
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💡 Operational Tip: Training Mode is a great tool for reviewing listings by new team members while still allowing all other team members' listings to list immediately. To make the best use of this feature, ensure “List Immediately” is toggled on in your channel settings in Lister.
Toggles to allow/restrict access to the listing manager, and the ability to relist, recycle or delete listings:
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Can access listing manager
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Note: The ability to edit a listing is available if the user also has the Products permission to create, edit, and post products to the channel
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Can delist, relist, recycle, and delete listings
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Can take actions on listings in the listing manager (does not include the ability to edit the listing)
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Toggles to allow/restrict access to the order manager and the ability to pick orders in Link:
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Can access and manage orders, pick and pack modes
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Unrestricted access to the Orders page, including the ability to view orders, edit shipping addresses, add order notes, view and create filtered lists of orders, etc.
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Access to Pack Mode in Lister
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Can pick orders, create and view order pick lists
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Access to the “Pick Orders” feature in Link
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Toggles to allow/restrict access to create shipping labels:
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Can access shipments, create and refund labels, and generate scan forms
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Full access to the Shipments page to create and refund shipping labels, the ability to start a claim with Shipsurance, and the ability to print USPS scan forms
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Toggles to allow/restrict access to specific admin settings pages in Lister:
Toggles to allow/restrict access to the various in-app reports in Lister. In addition, if "Can manually update productivity stats" is activated, these users will be able to override who picked/packed an item within an order.
Toggles to allow/restrict access to the various downloadable reports in Lister:
Toggles for miscellaneous features in Lister and Link:
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Can edit other people's notes
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Ability to edit other people’s notes on the manifests, products, orders, and shipments pages depending on access to those pages
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Getting Started with Upright Lister
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday