Users and user roles
Users and user roles
Control each team member’s access on Bob Go by assigning specific user roles, ensuring they have the appropriate permissions for their tasks to enhance security and efficiency.
Account SuperUser
The SuperUser is the account creator or a user with full admin access and settings control.
- Dashboard
- Orders
- Shipments
- Address books
- Sales channels
- Rates at checkout
- Reports
- Account (+ billing)
- Settings
- Resource hub
- Alerts
Account
User
The User has full shipping and order access but no admin features, including billing.
- Dashboard
- Orders
- Shipments
- Address books
- Sales channels
- Resource hub
Shipping
agent
The Shipping agent can only access and manage orders and shipments assigned to them.
- Assigned orders
- Assigned shipments
- Resource hub
Assigning roles
As an AccountSuperUser, you have exclusive control over user management on Bob Go. From your account settings, easily create new users, assign specific roles, and update user information. Simply navigate to the account and scroll down to the account users section. Add a new user by providing their name, email, and desired role.
Need to make changes? Just select the user to access a modal with editable options for roles and information. Efficiently manage your team’s access with ease.
User role: Shipping agent
Imagine having a dedicated agent for every warehouse, making your product fulfillment smooth and hassle-free. Say goodbye to complexity with shipping agents – no matter how many locations you have. .
A shipping agent has limited access to Bob Go and can only access and manage orders and shipments assigned to them. An AccountSuperUser must link a Shopify location, or WooCommerce shipping class or vendor to one or more shipping agents, allowing them only to fulfil orders/items from that specific location. Please note that a shipping agent cannot use the quick or bulk fulfillment options.
This user role is currently only available for Shopify and WooCommerce.
Shipping agents on Shopify
To link a shipping agent to a specific Shopify location, navigate to sales channels in the left navigation menu and select your Shopify channel to open the channel settings.
Each location can be associated with a distinct Bob Go collection address and/or shipping agents. This enables the linked shipping agents to solely fulfill orders containing items stocked at the linked Shopify location. After fulfillment, the courier will collect the fulfilled order/item from the specified Bob Go collection address.
Shipping agents on WooCommerce
To link a shipping agent to a specific shipping class or vendor, navigate to sales channels in the left navigation menu and select your WooCommerce channel to open the channel settings.
WooCommerce utilises shipping classes and/or vendors (via the Dokan plugin) to connect shipping agents and Bob Go collection addresses. This allows a shipping class or vendor to be associated with a specific Bob Go collection address and shipping agent. Consequently, order items linked to the relevant shipping class/vendor can only be fulfilled from the designated Bob Go collection address.
How to create shipping classes for your WooCommerce store:
To create a new shipping class, log in to the WordPress admin site and navigate to WooCommerce, then settings in the left navigation pane. Select shipping from the sub-menu, then classes from the subsequent menu. Click to add shipping class and follow the prompts.
How to match the shipping class to the relevant product on WooCommerce:
To match the shipping class to the relevant product, log into the WordPress admin site and navigate to products in the left navigation pane. Select the desired product, then shipping. Link the shipping class.
Shipping agent settings
Further settings can be managed by navigating to sales channels in the left navigation menu and selecting shipping agents in the sub-menu.
