In iPacky Dashboard→Users, you can find everything you need to manage your users.
We really recommend creating a user for each user of iPacky. Don’t share a user.
You can define as many users as you want. No charge for users.
Here is an example of how registered users’ information appears on the screen. Only an administrator/supervisor can access this screen. A user can edit their own data.
If you have multiple stores with the same warehouse, you can use the Shop switching feature.
All roles include the rights of the Viewer role. Menu items that a user do not have rights to will not be visible.
Since iPacky uses an internal ID for each user, changing user information will not cause issues, even if the email is changed. However, the Shopify tag on orders will use the Short name at all times. So, if the Short name changes from JaneD to JD then only new orders will have the new tag.
Packers/Validators can run iPacky from the iPacky Dashboard. This means that they don’t need access to the Shopify Dashboard. By setting the option of “Allow user switch” to off in Settings, you can stop them from switching to another user in iPacky.
Best practice:
- Packers/Validators should have login details if they need to start iPacky from the iPacky Dashboard. Then they dont need access to the Shopify Dashboard.
- Use the name of the user, and not for example Station 1. This lets you identify packers and validators for traceability.
- Don’t use a long Short name. This is used as a tag in Shopify, and also on some reports/screens.
- A short name should be a short version of a user’s Full name, for example their first name.
- Do not create multiple accounts of the same user. A user can have multiple roles.
- Do not use a comma in Short name, as this is used in order tags and will cause a tag to split into two or more separate tags.
Please find the explanations of settings and roles below:
Field | Description |
|---|---|
Full name | The full name of the user. Required. |
Short name | Short name of the user. Used in the order tag in Shopify and in lists. Required. |
Only use email for users that will log into Dashboard. Useful if they want to start iPacky from the iPacky Dashboard. If email, then Password is mandatory. The email does not need to exist, but must be unique for all iPacky users. | |
Role | The role of this user. Users cannot change their own role. A supervisor cannot assign administrator role to a user. |
Disabled | Users cannot be deleted if it's referenced in orders. Meaning they have checked an order. So instead you can disable it. It can be re-enabled later. |
Password | Will always show blank. To change password, write in new password. Must be entered if email is not empty, and you want to change password. Must be 8 characters minimum, at least 1 uppercase, 1 lowercase, 1 digit and one Non-alphanumeric (i.e. #"@/]). |
Role | Description |
|---|---|
Administrator | Full access to Dashboard. This include all other roles except Packer and Validator. So if Administrator, dont select other roles than Packer/Validator if necessary. |
Supervisor | Same as Operator role + access to Reports. Only Packer/Validator role might be necessary. |
Operator | Has access to Workstations, Carriers and tracking URL and Metafields functionality. Only Packer/Validator role might be necessary. |
Viewer | Can view the main page in Dashboard. Use this one if they are only allowed to view the Dashboard, and is not a Packer/validator. |
Validator | Users with this role can validate a order check. And also appears in the user selection box when iPacky starts. Only valid if using Validate orders. Has read access to Edit metafields, and Bin location lookup. |
Packer | Users with this role will appear in a selection box when iPacky starts. It identifies the packer for traceability and reporting. Has read access to Edit metafields, and Bin location lookup. |
Role rights in Dashboard
Role | Administrator | Supervisor | Operator | Viewer | Packer/ Validator |
|---|---|---|---|---|---|
Main screen | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
Run iPacky | ✔️ | ||||
Reports | ✔️ | ✔️ | ✔️ | ||
Edit users | ✔️ | ✔️ | |||
Boxes (Might be hidden) | ✔️ | ✔️ | ✔️ | ||
Metafields | ✔️ | ✔️ | ✔️ | ||
Edit metafield | ✔️ | ✔️ | ✔️ | Read | Read |
Bin location lookup | ✔️ | ✔️ | ✔️ | Read | Read |
Settings | ✔️ | ✔️ | |||
Order check rules | ✔️ | ✔️ | |||
Fulfillment rules | ✔️ | ||||
Workstations | ✔️ | ✔️ | |||
Carriers and tracking URL | ✔️ | ✔️ | |||
Contact info | ✔️ | ||||
Connectors | ✔️ |
Role assignments
Role | Administrator | Supervisor | Operator | Viewer | Packer | Validator |
|---|---|---|---|---|---|---|
Administrator | ✔️ | ✔️ | ✔️ | ✔️ | ||
Supervisor | ✔️ | ✔️ | ✔️ | |||
Viewer | ✔️ | |||||
Operator | ✔️ | ✔️ | ||||
Validator | ✔️ | ✔️ | ||||
Packer | ✔️ | ✔️ |