Permissions

Permissions control the actions that a User can perform on an Account or Location in HubRise. You can manage user permissions from the Permissions section in the SETTINGS page.

Roles and Permissions

HubRise offers flexible permission management. You can assign predefined roles or manually grant specific permissions to a User.

Available Permissions

Permissions are divided into two categories:

Back Office Access (Privileged Access)

• View Back Office: Access the dashboard, connections, and data.
• Manage Connections and Resources: Create and manage connections, catalogs, and customer lists.
• Manage Entity: Manage users, permissions, and locations.
• Manage Billing: Access invoices and payment methods.

HubRise Applications (Restricted Access)

Access to specific HubRise applications can be granted individually:

• Use OrderLine: Allows order reception and updates, modification of opening hours, and product availability.
• Use Catalog Manager: Allows viewing and editing of product catalogs.

Predefined Roles

HubRise provides predefined roles to simplify permission assignment:

• Full Administrator: Access to all features, including user management, connection settings, and invoicing.
• Technical Partner: Access to all features except invoicing.
• Back Office Viewer: Read-only access to the back office and all applications.
• Billing Manager: Limited back office access, including invoice viewing and payment method management.
• OrderLine Operator: Restricted access to the OrderLine application.
• Catalog Manager: Restricted access to the Catalog Manager application.
• Custom Role: Allows manual assignment of specific permissions to a User.

Permission Assignment Rules

When assigning permissions to an Account or Location, the following rules apply:

• At least one User must have the Manage Entity permission on an Account.
• Use Catalog Manager is only available at the Account level.
• Any back office permission grants access to Use OrderLine and, if assigned at the Account level, Use Catalog Manager.
• View Back Office is required for any other back office permission.

Portal Page

Users with the Use OrderLine or Use Catalog Manager permissions, without any back office permissions, are redirected to the Portal page upon login. From this page, they can only access their assigned applications.

This setup allows your employees to manage only orders or product catalogs without accessing your sensitive information.

Add or Invite a User

Users with the Manage Entity permission can add or invite users, and assign specific permissions.

Add an Already Registered User

If the user is already registered in HubRise:

1. Go to SETTINGS > Permissions.
2. Enter the user's email address next to the magnifying glass icon. Their name will appear automatically.
3. Select the permissions to assign.
4. Click Add User.

The user will be added immediately and will appear in the permissions list with their assigned access. No further action is required.

Invite a New User

If the user does not yet exist in HubRise:

1. Go to SETTINGS > Permissions.
2. Enter the user's email address next to the magnifying glass icon. The message No user found with this email will appear, indicating that the user will be invited.
3. Select the permissions to assign.
4. Click Add User.

After clicking Add User:

• The user will appear in the permissions list with an Invitation pending marker:

• They will receive an invitation email with a link to create their password.

• The user must click the link in the email to set their password:

• Once the user sets their password, they will have access to HubRise with the assigned permissions.

Resend an Invitation

If the user did not receive the invitation email or lost the link, you can resend the invitation:

1. In SETTINGS > Permissions, click the clock icon next to the Invitation pending label.
2. Confirm the resend.

Modify a User's Permissions

1. In SETTINGS > Permissions, click the pencil icon next to the User, or click directly on their permissions.
2. Select a predefined role or configure a custom role by ticking/unticking the available permissions.
3. Click Set Permissions.

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IMPORTANT NOTE: If you remove your own Manage Entity permission, you will need another User with this permission to reassign it to you.

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Remove a User

1. In SETTINGS > Permissions, click the bin icon next to the User.
2. Confirm the removal.

An Account cannot be left without a User with the Manage Entity permission. If you need to remove the last User with this permission, first assign it to test@hubrise.com before proceeding.