User roles define what your users can access and modify within your ReturnLogic platform. It is important to give your users the correct permissions to allow them access to the tools they will need within ReturnLogic.
Recommendation’s for user access:
Leadership team member: Admin access to all modules
Warehouse Manager: Admin access to Collector only
Warehouse team member: User access to Collector only
CS Manager: Admin access to Originate only
CS team member: User access to Originate only
Please note: Account Administrators are the only users who can edit or create users.
If you do not want to go with the recommended permissions and would like to choose your own permissions for each user, below is the accesses that each permission gives.
User: View Home Page, Edit Your Profile, View Reports (RMA Items and Shipping)
Administrator: Edit Your Profile, Add Users, Edit Users Permissions, Edit Integrations, View Documents, View Products & Services, Edit Products & Services, Edit Billing Details, View Company Information
No Access: Edit Your Profile
User: View Metrics, View Reasons, View Comments, View Activity
Analyst: View Metrics, View Reasons, View Comments, View Activity
Manager: View Metrics, View Reasons, View Comments, View Activity
Administrator: View Metrics, View Reasons, View Comments, View Activity
User: View Reports, Download Reports
User: View RMA'S
Manager: View RMA'S, Process Returns, Adjust RMA'S, Delete RMA, Create RMA
Administrator: View RMA'S, Process Returns, Adjust RMA'S, Delete RMA, Create RMA, Edit Originate Settings
User: View RMA's in Collector, Edit RMA's in Collector
Manager: View RMA's in Collector, Edit RMA's in Collector
Administrator: View RMA's in Collector, Edit RMA's in Collector, Edit Collector Settings
When a user is assigned a “No Access” user permission, this will prevent the user from being able to access that specific area of the product. If a user has “No Access” to all user permissions, they will be able to log in, but they will only be able to access the homepage. Additionally, the user will not see navigation to the areas they are not permitted in. So if a user has “No Access” to Collector, that user will not be able to see the “Collector” button in the navigation bar.
Please note: To provide Administrator Access to any permission you must first set the Account Administrator permission to Administrator. Ex. If you would like to provide Administrator Access for a User in Returns IQ, both Administrator Access and Returns IQ must also be set to Administrator.
How to add users / assign their role:
Visit the Users settings under the menu dropdown at the top right of the screen.
2. Select "Add User".
3. Fill out the new users email and full name then click "Next".
4. Select the users (role) permissions for Account Administrator, Returns IQ, Returns Originate, and Returns Collector. Once that is done select "Finish".
To delete a user, select the red trash can next to the users name and confirm you want to delete the user.
To reset a password visit the login page for ReturnLogic and select “Forgot my Password”. Please note: users will have to reset their own password.
To update a permission select the blue pencil next to the user and set the permissions that you would like to set.
We're here to help! Email us at firstname.lastname@example.org or use the live chat inside the platform with any questions or feedback.