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

Searching Users

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

To search users

Navigate to System > Users from the top menu.
Select one of the following parameters:
- By Name
- By Email
- By User Name
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

Adding a New 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

Click ADD NEW USER.
Provide the required information from the ADD NEW USER panel,
Assign the required roles:
- Merchant Admin
- Hub Admin
- Hub Operator
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

Search for a user in the Search field, that you need to edit.
Select one of the following:
- By Name
- By Email
- By User Name
Type the relevant information in the search field, based on your selection above
Click Search.
The user is displayed in the search results area.
Click Edit User at the end of the row.
The Edit User screen is displayed.
Edit the fields as required, including:
- Personal information
- Add, remove, or change roles as required
- Click Reset Password to reset your password
Click Save.

Blocking and Unblocking Users

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

Documentation Portal