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.

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.

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.

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.

Add a User

Users with the Manage Entity permission can add new Users and assign specific permissions. To add a User:

1. Go to SETTINGS > Permissions.
2. Enter the User’s email address.
   • If the User already exists, their name will appear, and they will be added immediately.
   • Otherwise, they will receive an invitation by email after permissions are selected.
3. Select the permissions to assign.
4. Click Add User.

Once registered, the User will have access to HubRise with the assigned permissions.

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.