What's New
Comprehensive Product Book Permissions
Benefit: Control exactly who can view, create, edit, and delete products in your Product Book, ensuring data integrity and organizational compliance.
Administrators can now assign specific Product Book permissions to users through the Company Users section. This new permission structure follows the same familiar pattern used for other Shipwell modules like the Address Book, making it intuitive to configure access levels across your team.
Available Permission Levels:
View - Access to view products without editing capabilities
Create - Ability to add new products to the Product Book
Edit - Permission to modify existing product information
Delete - Authorization to remove products from the Product Book
All - Quick selection for full Product Book access
How to Configure Product Book Permissions
Prerequisites: You must have administrative privileges to manage user permissions.
Step-by-step instructions:
Navigate to Company Settings
From the main navigation, select Company
Click on Users from the submenu
Select a user to modify
Locate the user whose permissions you want to configure
Click on the user to open their permission settings
Locate Product Book permissions
Scroll to find Products in the alphabetically ordered permission list
You'll see checkboxes for: All, View, Create, Edit, and Delete
Configure permission levels
Check the appropriate boxes based on the user's role and responsibilities
Note: If you uncheck all boxes, the system will automatically default to "View" permission to ensure baseline access
Save changes
Click Save to apply the new permission configuration
The user's access will be updated immediately
Permission-Based Interface Behavior
Benefit: Users see only the actions they're authorized to perform, reducing confusion and preventing errors.
The Product Book interface dynamically adjusts based on assigned permissions:
Products Listing Page:
Users without Create permission will not see the "Add Product" button
Users without Delete permission will see disabled trash icons in the Actions column
Product Detail/Form Page:
Users with only View permission will see all fields in read-only mode with no Save button
Users with Edit permission will see enabled fields and the Save button
This intelligent interface design ensures users can focus on their authorized tasks without encountering access errors or confusion.
Automatic View Permission Default
Benefit: Never accidentally lock users out of critical Product Book data.
When configuring permissions, if all Product Book permission checkboxes are unchecked and you save the changes, the system automatically defaults to "View" permission. This safeguard ensures every user maintains at least baseline visibility to the Product Book, preventing accidental complete loss of access.
How it works:
Applied only at the moment of saving permission changes
Does not interfere with your permission selections during editing
Ensures business continuity by maintaining minimum access levels
Follows the same pattern as Address Book permissions for consistency
Who Benefits
This feature is designed for:
Administrators managing user access and data governance policies
Operations teams requiring controlled access to product data
Organizations with compliance requirements around data modification and deletion
Companies with multiple user roles requiring different Product Book access levels
Best Practices
Regularly audit permissions to ensure users have appropriate access levels for their current roles
Use View-only access for users who need product information for reference but shouldn't modify data
Limit Delete permissions to senior team members or data administrators to prevent accidental data loss
Document your permission strategy to maintain consistency as your team grows
Questions? Contact your Customer Success Manager or reach out to our Support team for assistance with configuring Product Book permissions.