Add new users

You can add new users to ShipCompliant and give them access to specific parts of your account. Choosing a role type gives you control over how much access the user has.

Adding a user

  1. In ShipCompliant, click Settings, then click Users.

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  2. Click Add User.

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  3. Enter the user's first name, last name, email address, a new password, and role type.
    • The new user will log in to ShipCompliant with the email address and password you enter.
  4. Click Save.

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User role types

Assigning user roles determines the type of access each user will have in your ShipCompliant account.

These are the user role types you can choose from:

  • Supplier Administrator. This role has full access to all parts of the ShipCompliant account, including:
    • Orders
    • Fulfillment
    • Reporting  
    • Account Setup
    • Billing
    • All account features and tools
  • Supplier User. This role is restricted only to order entry, fulfillment, and reporting sections of ShipCompliant, including:
    • Orders  
    • Fulfillment
    • Reporting
    • Tools
  • Compliance Consultant. This role is restricted primarily to compliance tools, reporting, and setup areas, including:
    • Reporting
    • Compliance Tools  
    • Limited account setup (Licenses, Brand Registration, Labels, and Label Registration)
  • COLA User. This role is restricted to the COLA portal, a special ShipCompliant view made for looking up and downloading COLAs for all brands in your account. Users in this role won't have access to other ShipCompliant features.
  • LabelVision User. This role is restricted to LabelVision Search and Monitoring. Users in this role can utilize LabelVision tools to look up COLAs and monitor competition. Read more about LabelVision.
  • Sales Person User. This role is restricted to the Solicitor Portal, a special ShipCompliant view made for users in sales and marketing roles. Users in this role won't have access to other ShipCompliant features. The Solicitor Portal gives access to:
    • COLA lookups
    • State registration search
    • LabelVision search and monitoring
  • Supplier Marketing User. This role is restricted to the Solicitor Portal, a special ShipCompliant view made for users in sales and marketing roles. Users in this role won't have access to other ShipCompliant features. The Solicitor Portal gives access to:
    • COLA lookups
    • State registration search
    • LabelVision search and monitoring
  • Wholesaler Representative. This role is restricted to the Distributor Compliance Portal, a special ShipCompliant view. When adding a user in this role, you can also specify which state they are a representative for. These state settings control what information the user will be able to see in the Wholesaler portal. Only labels that are registered and distributed in the state specified will be visible.
  • Web Service User. This role type is used to create a link between ShipCompliant and integrated third parties. Read more about adding web service users here.

This table shows specific permissions for certain user roles.

Primary Navigation

Secondary Navigation

Super Supplier

Supplier User

Compliance User

Sales User

Wizards

Wizard Steps

All

None

None

None

 

 

 

 

 

 

Compliance

Map View

All

All

None

None

Calendar of Events

All

All

All

None

Alerts

All

All

All

None

Compliance Services

All

All

All

None

 

 

 

 

 

 

Reports

Manage Reports

All

All

All

None

Open Reports

All

All

All

None

Submitted Reports

All

All

All

None

Report Downloads

All

All

All

None

 

 

 

 

 

 

Orders

Manage Orders

All

All

None

None

Enter Orders

All

All

None

None

Search Orders

All

All

None

None

Manage Tags

All

All

None

None

Fulfillment Mgmt

All

All

None

None

 

 

 

 

 

 

Tools

Volume Converter

All

All

None

None

Tasting Room Map

All

All

None

None

Temp Map

All

All

None

None

Blog

All

All

All

None

ROI Calculator

All

All

None

None

 

 

 

 

 

 

Primary Navigation

Secondary Navigation

Super Supplier

Supplier User

Compliance User

Sales User

Setup

Manage Products

All

None

None

None

Manage Distributors

All

None

None

None

Manage Licenses

All

None

All

None

Manage Brands

All

None

None

None

Manage Brand Registration

All

None

All

None

Manage Labels

All

None

All

None

Manage Label Registration

All

None

All

None

Manage Wholesale Prices

All

None

None

None

 

 

 

 

 

 

Registrations

Product Registrations

All

Limited

None

View/Export

Price Posting

All

All

None

None

Solicitor Registrations

All

View Only

None

None

Batch Downloads

All

All

None

None

 

 

 

 

 

 

My Account

My Settings

All

All

All

All

Account Settings

All

Limited

Basic Info Only

None

Manage Users

All

None

None

None

API Activity

All

None

None

None