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Documentation Portal

Users

This page describes the user's roles and permissions, and the authorized operations allowed on each permission level.

Roles and Associated Permissions

Merchants can be assigned the roles described in the table below:

Role Type

Level 1

Level 2

Merchant Management

Merchant Admin

  • Merchants > Product Management

  • Configuration > Customization

  • Configuration > Marketing Proposition

    The Merchant Admin has permission to view the Merchant Dashboard menu.

CS

Merchant CS (lower-level CS role):

  • Orders > Returns

  • Orders > View Orders

  • Orders > Same Day Dispatch Orders

Merchant CS Admin (highest-level CS role)

  • Merchants > Product Management

  • Orders > Returns

  • Orders > Merchant Hub

    • Process Orders: Non-GE Carriers

    • Failed Transfer to Merchant

    • Pickup Request

  • Orders > View Orders

  • Orders > Same Day Dispatch Orders

  • System > Users

    • Add/Edit users and assign CS Admin/CS roles

Operations

Hub Operator (lowest-level Hub role):

  • Orders > Global-e Hub:

    • Process Orders (cannot reprint labels)

    • Process Returns

    • Process EOD

    • Process PUDO EOD

    • Process Stores EOD

    • Process Returns EOD

    • PUDO Distribution

    • Stores Distribution

  • Orders > Merchant Hub:

    • Process Orders

    • Proces EOD

    • Pickup Request

  • Orders > Same Day Dispatch Orders

Hub Admin (highest-level Hub role)

Note

If you are creating or replicating an internal Global-e employee's permissions, view another Global-e user’s setup and copy it.

User Roles

The following table describes the user roles:

Users

Common Role Combinations

Full Merchant Permissions

Merchant Admin + Merchant CS Admin + Hub Admin ( +Store Roles If Applicable)

Hub Processor (Merchant’s Own Warehouse Team)

Merchant Admin + Hub Admin

Hub Processor (3PL Team’s Lead)

Hub Admin

Hub Processor (3PL Team)

Hub Processor

CS Lead

Merchant Admin + Merchant CS Admin

CS Team

Merchant Admin + Merchant CS

Merchant Portal Roles and Permissions

Menu Item

Page

Sub Page

Actions

Merchant CS

Merchant CS Admin

Merchant Admin

Hub Admin

Hub Operator

Orders

triv

X

X

X

View Orders

X

X

X

Search Bar

X

X

X

Search for orders

X

X

X

General tab

Display Invoice

X

X

X

Display Printed Documents

X

X

X

Create Return

X

X

X

Cancel Order

X

X

X

X

Export Order list

X

X

X

X

X

X

View Documents

X

X

X

X

X

X

X

X

X

Edit Merchant Order Id

X

X

X

Edit Merchant Internal Order Id

X

X

X

X

X

X

X

X

X

Add an Order Comment

X

X

X

X

X

X

Amend Order Products

X

X

X

X

Create a replacement

X

X

X

X

Refunds Tab

X

X

X

X

X

X

Create a Refund

X

X

X

X

Delivery Tab

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

Shipping & Billing

X

X

X

X

X

X

X

X

X

Edit Shipping Address

X

X

X

X

Save edited address

X

X

X

X

Returns

X

X

X

Search for orders

X

X

X

Open RMA screen

X

X

X

Add Return notes

X

X

X

Global‑e Hub

X

X

X

X

Process Orders

X

X

X

X

Search for an order

X

X

X

X

Process Order

X

X

X

X

Place on Hold

X

X

X

X

Reprint Order

X

X

X

X

Process Returns

X

X

X

X

Process Return

X

X

X

X

Process EOD

X

X

X

X

Process EOD for hubs

X

X

X

X

View older manifests

X

X

X

X

Process PUDO EOD

X

X

X

X

Process EOD for hubs

X

X

X

X

View older manifests

X

X

X

X

Process Stores EOD

X

X

X

X

Process EOD for hubs

X

X

X

X

View older manifests

X

X

X

X

Process Returns EOD

X

X

X

X

X

X

X

X

Select Hub

X

X

X

X

Process EOD for hubs

X

X

X

X

View older manifests

X

X

X

X

PUDO Distribution

X

X

X

X

Process EOD for hubs

X

X

X

X

View older manifests

X

X

X

X

Stores Distribution

X

X

X

X

Filer orders

X

X

X

X

Merchant Hub

X

X

Process Orders

X

X

X

X

X

X

Bulk Process Orders

X

X

X

Process orders

X

X

X

Export to Excel

X

X

X

Print Orders

X

X

X

Process EOD

X

X

X

Process EOD for hubs

X

X

X

View older manifests

X

X

X

Process Orders: Non GE Carriers

X

X

X

Process orders

X

X

X

View Process Orders

X

X

X

X

Reprint Labels

X

X

X

X

Reprint in bulk

X

X

X

X

Canceled Orders

X

X

X

X

Reprint Labels

X

X

X

X

View order info

X

X

X

X

Failed Transfer to Merchant

X

X

X

Resend Orders

X

X

X

Resend in Bulk

X

X

X

Failed Orders

X

X

X

X

Reprint Labels

X

X

X

X

Pickup Request

X

Select Hub

X

Select Merchant

X

Request a Pickup

X

Same Day Dispatch Orders

X

Mark as Received in Hub

X

System

X

X

X

Users

X

X

X

Search for users

X

X

X

Edit User

X

X

X

Merchants

X

X

X

X

Product Management

X

X

X

X

Restricted Products

X

X

X

X

Search for a product

X

X

X

X

Upload product list

X

X

X

X

Restrict a product

X

X

X

X

Remove restriction

X

X

X

X

Product Price Feed

X

X

X

X

Upload a list

X

X

X

X

Configure the list

X

X

X

X

Generate a feed

X

X

X

X

Configuration

X

X

X

X

Marketing Proposition

X

X

X

X

Marketing Proposition

X

X

X

X

X

X

X

X

X

X

X

X

Select a merchant

X

X

X

X

Edit shipping rates

X

X

X

X

Edit Country Coefficient

X

X

X

X

Save changes

X

X

X

X

Campaign

X

X

X

X

X

X

X

X

Add campaign

X

X

X

X

Save changes

X

X

X

X

Returns

X

X

X

X

X

X

X

X

Edit rates

X

X

X

X

Change History

X

X

X

X

X

X

X

X

Search per date

X

X

X

X

Users Management

This section applies to the Store Admin. As the Admin, you can create new users for Merchant stores with which the Merchant is associated in the Global‑e system. You can also edit these users.

User_Management_Main_Screen.png

User Management Main Screen

Searching Users

From here you can search existing users, including those that you've just added.

To search users
  1. Navigate to System > Users from the top menu.

  2. Select one of the following parameters:

    • By Name

    • By Email

    • By User Name

  3. Type the information according to your selection in Step 2 in the field to the right, and click Search.

    A screen is displayed showing the following user information (if defined):

  • First name

  • Last name

  • Email

  • Assigned roles

  • User name

  • IP of last login

  • Status

  • Cell phone number

  • Fax number

  • Phone number

Creating a User

From here you can add new users into the Global-e platform. Note that you need admin permissions to add or edit users.

To add new users
  1. Click ADD NEW USER.

  2. Provide the required information from the ADD NEW USER panel,

  3. Assign the required roles:

    • Merchant Admin

    • Hub Admin

    • Hub Operator

  4. Click Save.

Editing Users

This page describes how to edit existing users.

The following users can edit existing users:

  • Global admins

  • Merchant, CS, and Hub admins with adequate permissions for the specific feature.

For more information, see Merchant Portal Roles and Permissions.

Editing a user
  1. Search for a user in the Search field, that you need to edit.

  2. Select one of the following:

    • By Name

    • By Email

    • By User Name

  3. Type the relevant information in the search field, based on your selection above

  4. Click Search.

    The user is displayed in the search results area.

  5. Click Edit User at the end of the row.

    The Edit User screen is displayed.

  6. Edit the fields as required, including:

    • Personal information

    • Add, remove, or change roles as required

    • Click Reset Password to reset your password

  7. Click Save.

Blocking and Unblocking Users

Users with Admin permissions can block or unblock users by clicking Block_User.png (block) or Unblock_User.png (unblock).

SSO Integration
Introduction

As part of its solution, Global-e supports single sign-on with SAML web authentication.

Security Assertion Markup Language (SAML) is an open standard that allows identity providers (IdP) to pass authorization credentials to service providers (SP).

SAML is mostly used as a secured web-based authentication mechanism as it relies on using the browser agent to broker the authentication flow. Global-e plays the role of Service Provider and implements the ServiceProvider-initiated SSO SAML flow.

For more info on SAML, see: https://developer.okta.com/docs/concepts/saml/

This document targets the Merchant’s IT personnel or Integrator in charge of performing the SSO integration between the Merchant IdP system and Global-e Merchant Portal.

Note

The end-user (or user) represents the designated Merchant personnel with permission to use the Global‑e Merchant Portal. This could be, for example, a Merchant Admin, Store User, Store Admin, and more.

General Information
Service Provider Initiated Flow

As the Service Provider (SP), Global-e initiates the sign-on flow.

image1.png

Flow:

  1. The end-user accesses the Global-e Merchant Portal and enters only their employee email address:

  2. The Global-e SP initiates a SAML redirect to the end-user web browser. This means that when the user clicks login, the user is redirected to the Identity Provider sign-in page and prompted to enter the username and password.

  3. The end-user browser relays the SAML request to the Identity Provider (IdP).

  4. IdP identifies and authenticates the user: IdP parses the SAML request IdP stores the RelayState value (user email address).

  5. IdP generates a SAML assertion (XML document containing the user authorisation) and returns it with the user's email address to the user's browser. The assertion document must include the required list of roles supported by the Global- Merchant Portal. See User Roles.

  6. The user browser returns the SAML assertion to the Global-e SP together with the user email.

    Global-e SP validates the SAML response:

    • Decrypts the SAML response

    • Parses the RelayState

    • Parses the Role List (see Role List)

    • Checks if the user exists by searching for the user e-mail received in RelayState as part of the SAML response.

    • Checks the roles of the user

    • Creates the user if the user does not exist

  7. If the user is validated, Global-e SP creates an authentication token and passes it in a cookie to the user's browser.

  8. The user is redirected to the Global-e Merchant Portal: https://web.global-e.com/GlobaleAdmin.

  9. Global-e pages are accessible based on user role.

User Interface

The user accesses the Global-e Merchant Portal by entering only their employee email address (merchant domain).

Example: [email protected]

Accessing the Global-e Service Provider (Global-e SP)
image2.png

When the user clicks login, Global-e redirects them to the IdP Sign-in page (see IdP Sign-in and Authentication Example below), where they enter user credentials (email and password). IdP identifies and authenticates the user before granting access to the Global-e Merchant Portal based on user role.

IIdP Sign-in and Authentication (Example)
Figure: IdP Sign-in and Authentication Example
Accessing the Global-e Merchant Portal
image4.png
Supported Binding

Global-e SP supports HttpGet and HttpPost binding for the single sign-on.

Global-e Identifier

The Identifier allows the Merchant’s IdP to identify Global-e as a Service Provider.

This Global-e SP entity identifier is a fixed value represented as follows:

Production:

9c41258e-0c9d-43b4-ba15-242b139011fd

Staging:

0d1821aa-309a-4314-b5fe-b4a7c3debbe8

Example:

The following SAML request XML attribute specifies the Global-e SP entity identifier:

entityID=https://wwww.global-e.com/9c41258e-0c9d-43b4-ba15-242b139011fd

Metadata

SAML supports metadata endpoint link exchange between IdP and SP, where IdP provides the Global-e SP with the link to the XML publicly available metadata and vice versa. This simplifies the setup process.

One way to configure such a relationship is to exchange metadata files between the SP side and IdP via metadata links, where the SP side can receive an IdP metadata file and generate an SP metadata file for consumption by IdP.

Global-e Metadata

Global-e SP exposes SAML metadata either via a link or via a file that can be downloaded from the link.

The Global-e metadata includes the following parameters:

Note

Contact Global-e if you are not sure whether to use the values for Production, Staging, or QA-INT.

IdP Metadata

Global-e gets the IdP metadata by accessing the link sent by IdP.

The IdP metadata initiates a SAML request.

The IdP metadata includes:

  • An IdP redirect URL (for SAML Request)

  • A IssuerID

  • An IdP logout endpoint link

  • A public certificate and a signature for signing and encryption

Endpoints

The Global-e SP metadata is accessible either through the URL or via a file available for download. This metadata provides IdP with the necessary information to communicate with Global-e.

To access the Global-e SP Metadata:

To Download the Global-e SP Metadata File:

SAML Response

IdP transfers the SAML response to the Global-e SP endpoint that supports both HttpGet and HttpPost SAML bindings: https://secure.global-e.com/account/externallogin

Integrating Global-e SP with IdP

This section details the steps required to register Global-e as a trusted entity within IdP.

To integrate Global-e SP with IdP:

  1. Register the Global-E SP entity in IdP using the metadata endpoint links exchange method. (See Metadata)

  2. In IdP, configure the list of user roles supported by Global-e SP. See User Roles.

  3. Register IdP in Global-e SP using the metadata endpoint links exchange method. (See Metadata)

  4. Global-e maps the merchant user roles in the Global-e system.

User Roles

To configure the list of user roles:

  1. Prepare the list of employees (users) that will have permissions to use the Global-e Merchant Portal.

  2. Associate each user to one or several roles supported by Global-e SP (see list of supported roles further below).

  3. Provide this list of SSO users and associated roles to the Identity Provider so that they can configure and include these roles in the SAML response to be sent to Global-e.

Global-e supports the following roles:

1. HubAdmin

2. HubOperator

3. MerchantAdmin

4. MerchantCS

5. MerchantCSAdmin

6. StoreAdmin

7. StoreUser

In the IdP SAML response to Global-e, Global-e SP expects to get the list of SSO users associated with the roles supported by Global-e SP, as illustrated in the following section.

Configuring Merchant Domains

If you have more than one domain, send us the list of addresses of all the domains for which you want SSO support so that Global-e can set this up.

Example of SAML Communication between Global-e SP and IDP

Example of SAML Response with Linked Roles - Sent by IdP to Global-e

Example_SAML_Response.png

Sample SAML Request - Sent by Global-e SP to IdP

<?xml version="1.0" encoding="UTF-8"?>
<samlp:AuthnRequest
  xmlns:samlp="urn:oasis:names:tc:SAML:2.0:protocol"
  xmlns:saml="urn:oasis:names:tc:SAML:2.0:assertion"
  ID="pfxfb6ffca7-86f9-48c3-9c43-bde99801a526"
  Version="2.0"
  IssueInstant="2004-12-05T09:21:59Z"
  Destination="https://login.microsoftonline.com/951e7c97-7cdd-4af6-a822-c9482cae5056/saml2"
  AssertionConsumerService="https://securedev.bglobale.com/account/externallogin"
  AttributeConsumingServiceIndex="0">
  <saml:Issuer>https://wwww.global-e.com/5f4f1908-c9e8-4617-ace7-7d8f44e490d6</saml:Issuer>
  <samlp:NameIDPolicy
    AllowCreate="true"
    Format="urn:oasis:names:tc:SAML:2.0:nameid-format:transient"/>
</samlp:AuthnRequest><?xml version="1.0" encoding="UTF-8"?>

Example of SAML Response – Sent by IdP to Global-e SP

<?xml version="1.0" encoding="UTF-8"?>
<samlp:Response ID="_a225292d-cf07-43d8-83df-9246165ace4e" Version="2.0" IssueInstant="2021-01-11T18:47:39.327Z" Destination="https://secure-qa.bglobale.com/account/externallogin" InResponseTo="pfxf9c319d6-6797-452e-887b-5a3dcccf4ebc" xmlns:samlp="urn:oasis:names:tc:SAML:2.0:protocol">
  <Issuer xmlns="urn:oasis:names:tc:SAML:2.0:assertion">https://sts.windows.net/951e7c97-7cdd-4af6-a822-c9482cae5056/</Issuer>
  <samlp:Status>
    <samlp:StatusCode Value="urn:oasis:names:tc:SAML:2.0:status:Success" />
  </samlp:Status>
  <Assertion ID="_2903b71e-4f90-4b5d-9156-b83de9b24c00" IssueInstant="2021-01-11T18:47:39.327Z" Version="2.0" xmlns="urn:oasis:names:tc:SAML:2.0:assertion">
    <Issuer>https://sts.windows.net/951e7c97-7cdd-4af6-a822-c9482cae5056/</Issuer>
    <Signature xmlns="http://www.w3.org/2000/09/xmldsig#">
      <SignedInfo>
        <CanonicalizationMethod Algorithm="http://www.w3.org/2001/10/xml-exc-c14n#" />
        <SignatureMethod Algorithm="http://www.w3.org/2001/04/xmldsig-more#rsa-sha256" />
        <Reference URI="#_2903b71e-4f90-4b5d-9156-b83de9b24c00">
          <Transforms>
            <Transform Algorithm="http://www.w3.org/2000/09/xmldsig#enveloped-signature" />
            <Transform Algorithm="http://www.w3.org/2001/10/xml-exc-c14n#" />
          </Transforms>
          <DigestMethod Algorithm="http://www.w3.org/2001/04/xmlenc#sha256" />
          <DigestValue>4VWqR0pUrTvBE8FVoOO3D8VFUNAIRHLePqpePWZJxKU=</DigestValue>
        </Reference>
      </SignedInfo>
      <SignatureValue>YCCkRSk0UduDisy4oZxD3v0qGM1wgd36Fg5FXtiL5pENNIcisYdDRquvjy4fNURXhNBMt1HoAeN9jDY8hcamw517X3lJk3imGiDhKT9yIB7VSjPS4azLDqym+uL48vuoUSXfRoaA9TYrLQMhWTn8U0KTB6M/PZlh+2aUSRyxAJiW8zdTNGeDAJM6ICgecQ0Z+wx1BZW6VmBRtH74VpSq3OXcF/1igZnkNRljhr5oKdLdtjJsENhthH1cCGq9q6igZLwalCZesTXCOjK0zO+iJSk7i4kh21X8314x/a6u5tjLr2OkMKP9ChwI1d+cfDe3YLRNvR7ipFGEP6vMR1w/LQ==</SignatureValue>
      <KeyInfo>
        <X509Data>
          <X509Certificate>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</X509Certificate>
        </X509Data>
      </KeyInfo>
    </Signature>
    <Subject>
      <NameID Format="urn:oasis:names:tc:SAML:2.0:nameid-format:transient">C1Y5LlgRS2Ms1wmUwkA8W5zCu6Q30w93nuMb5rL06RY=</NameID>
      <SubjectConfirmation Method="urn:oasis:names:tc:SAML:2.0:cm:bearer">
        <SubjectConfirmationData InResponseTo="pfxf9c319d6-6797-452e-887b-5a3dcccf4ebc" NotOnOrAfter="2021-01-11T19:47:38.951Z" Recipient="https://secure-qa.bglobale.com/account/externallogin" />
      </SubjectConfirmation>
    </Subject>
    <Conditions NotBefore="2021-01-11T18:42:38.951Z" NotOnOrAfter="2021-01-11T19:47:38.951Z">
      <AudienceRestriction>
        <Audience>https://wwww.global-e.com/5f4f1908-c9e8-4617-ace7-7d8f44e490d6</Audience>
      </AudienceRestriction>
    </Conditions>
    <AttributeStatement>
      <Attribute Name="http://schemas.microsoft.com/identity/claims/tenantid">
        <AttributeValue>951e7c97-7cdd-4af6-a822-c9482cae5056</AttributeValue>
      </Attribute>
      <Attribute Name="http://schemas.microsoft.com/identity/claims/objectidentifier">
        <AttributeValue>44036fae-af4f-4a18-bd14-dfc7de1487fd</AttributeValue>
      </Attribute>
      <Attribute Name="http://schemas.microsoft.com/identity/claims/displayname">
        <AttributeValue>SSO01</AttributeValue>
      </Attribute>
      <Attribute Name="http://schemas.microsoft.com/identity/claims/identityprovider">
        <AttributeValue>https://sts.windows.net/951e7c97-7cdd-4af6-a822-c9482cae5056/</AttributeValue>
      </Attribute>
      <Attribute Name="http://schemas.microsoft.com/claims/authnmethodsreferences">
        <AttributeValue>http://schemas.microsoft.com/ws/2008/06/identity/authenticationmethod/password</AttributeValue>
      </Attribute>
      <Attribute Name="http://schemas.microsoft.com/ws/2008/06/identity/claims/role">
        <AttributeValue>HubAdmin</AttributeValue>
        <AttributeValue>HubOperator</AttributeValue>
        <AttributeValue>MerchantAdmin</AttributeValue>
      </Attribute>
      <Attribute Name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname">
        <AttributeValue>SSO</AttributeValue>
      </Attribute>
      <Attribute Name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname">
        <AttributeValue>User</AttributeValue>
      </Attribute>
      <Attribute Name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name">
        <AttributeValue>[email protected]</AttributeValue>
      </Attribute>
    </AttributeStatement>
    <AuthnStatement AuthnInstant="2021-01-11T18:46:02.700Z" SessionIndex="_2903b71e-4f90-4b5d-9156-b83de9b24c00">
      <AuthnContext>
        <AuthnContextClassRef>urn:oasis:names:tc:SAML:2.0:ac:classes:Password</AuthnContextClassRef>
      </AuthnContext>
    </AuthnStatement>
  </Assertion>
</samlp:Response>
Checklist of Items to Send to Global-e

Make sure to send the following items to Global-e to ensure adequate setup and support:

Note

If you have a separate sandbox working with the Global-e Staging environment, make sure to provide this information for both, your sandbox, and your production website.