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System - Users

This page describes the user's roles and permissions, and the authorized operations allowed on each permission level. The tables on this page are useful for understanding what features and activities you have access to based on your assigned role(s). For example, Admins typically have access to a larger range of activities, while Customer Service representative and Hub Operators have access only to activities based on their set of responsibilities.

The table below describes the department, user type, and common role combinations in relation to business activity:

  • Department: the scope of business activity related to the user type and common role combinations commonly found in each department. In other words, it's the most basic grouping of business activities according to work scope.

  • User type: a further breakdown of the types of users responsible for activities in each department.

  • Common role combinations: maps between user types and Global-e's role types. This column shows the most common combination of roles in the field in relation to the user type. Roles are applied by admins to users from the Global-e platform on an individual basis.

Comment: I merged the content in the two tables together except for the GUI levels.

Department

User Type

Common Role Combinations

Merchant Management

Full Merchant Permissions

Merchant Admin

Merchant Customer Service Admin

Hub Admin ( + Store Roles if applicable)

Customer Service

Customer Service Lead

Merchant Admin

Merchant Customer Service Admin

Customer Service Team

Merchant Admin

Merchant Customer Service

Operations

Hub Operators (Merchant's warehouse team)

Merchant Admin

Hub Admin

Hub Operator (3PL team lead)

Hub Admin

Hub Operator (3PL team)

Hub Operator

Comment: Replace the sentence above with this:

Each user type has access to different areas of the Global-e platform. This section shows the relationship between these departments and their permissions:

  • Department: The name of the department

  • Menu level 1: Menus on the platform with one level

  • Menu level 2: Menus on the platform with two levels.

This table shows all of the features or tools available to users according to role, and reflects the Global-e user interface:

Merchant CS

Merchant Admin

Merchant CS Admin

Hub Operator

Hub Admin

Orders:

Merchants:

  • Merchant ID

  • Product Management:

    • Product Price Feed

    • Products Bundle Mapping

  • Reports:

    • Dashboard

Configuration:

  • Customization

  • Marketing Proposition

  • Email Management

Dashboards:

  • Live View

Merchants:

  • Product Management:

    • Restricted Products

    • Produce Price Feed

    • Products Bundle Mapping

  • Reports:

    • Dashboards

Orders:

  • Returns

  • Merchant Hub:

    • Process Order: Non-GE Carriers

    • Failed Transfer to Merchant

    • Pickup Request

  • View Orders

  • Same Day Dispatch Orders

Orders:

  • Global-e Hub

    • Process Orders

    • Process Returns

    • Process EOD

    • Process PUDO EOD

    • Process Stores EOD

    • Process Returns EOD

    • PUDO Distribution

    • Stores Distribution

  •       Merchant Hub:

    • Process Orders

    • Process EOD

    • Pickup Request

  • Same Day Dispatch Orders

Orders:

  • Global-E Hub:

    • Process Orders

    • Process Return

    • Process EOD

    • Process PUDO EDO

    • Process Stores EOD

    • Process Returns EOD

    • PUDO Distribution

    • Stores Distribution

  • Merchant Hub:

    • Process Orders

    • Process EOD

    • Process Orders: Non-GE Carriers

    • View Processed Orders

    • Canceled Orders

    • Failed Transfer to Merchant

    • Failed Orders

    • Pickup Request

  • Same Day Dispatch Orders

This table shows the actions relevant to each feature or tool based on your role. In other words, this table shows the range of activity available to you:

Feature

Merchant CS

Merchant Admin

Merchant CS Admin

Hub Operator

Hub Admin

Dashboards

No

No

Yes

No

No

      Live View

No

No

Yes

No

No

Merchants

No

Yes

Yes

No

No

      Merchant ID

No

Yes

No

No

No

      Product Management

No

Yes

Yes

No

No

            Product Price Feed

No

Yes

Yes

No

No

Restricted Products

No

No

Yes

No

No

Products Bundle Mapping

No

Yes

Yes

No

No

      Reports

No

Yes

Yes

No

No

Orders

Yes

No

Yes

Yes

Yes

      Returns

No

No

Yes

No

No

      Global-E Hub

No

No

No

Yes

No

            Process Orders

No

No

No

Yes

No

            Process Return

No

No

No

Yes

No

            Process EOD

No

No

No

Yes

No

            Process PUDO EOD

No

No

No

Yes

No

            Process Stores EOD

No

No

No

Yes

No

            Process Returns EOD

No

No

No

Yes

No

            PUDO Distribution

No

No

No

Yes

No

            Stores Distribution

No

No

No

Yes

No

      Merchant Hub

No

No

Yes

Yes

No

            Process Orders

No

No

No

Yes

No

            Process EOD

No

No

No

Yes

No

            Pickup Request

No

No

Yes

Yes

No

            Process Orders: Non-GE Carriers

No

No

Yes

No

Yes

Canceled Orders

No

No

No

No

Yes

            Failed Transfer to Merchant

No

No

Yes

No

Yes

Failed Orders

No

No

No

No

Yes

            Pickup Request

No

No

Yes

No

Yes

      View Orders

Yes

No

Yes

No

No

      Same Day Dispatch Orders

Yes

No

Yes

Yes

Yes

Configuration

No

Yes

No

No

No

      Customization

No

Yes

No

No

No

      Marketing Proposition

No

Yes

No

No

No

      Email Management

No

Yes

No

No

No

System

No

No

Yes

No

Yes

Users

No

No

Yes

No

Yes

The following table describes the relationships between the user types and their common roles:

Role Type Department

Menu Level 1

Menu 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.

Customer Service

Merchant Customer Service (lower-level CS role): Comment: CS Lead or CS Team?

  • 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 Comment: Hub Processor? If so, which one (there are three)? (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.