techSHIP User Permissions Structure [Information]

Last updated: September 30, 2026

Location User permissions in techSHIP determine which pages and modules you can access and which actions you can perform within pages you can otherwise access.



This article explains which Location User permission is required for page and menu access, what each feature-level permission enables, and the main permission interactions and limitations you should consider when configuring access.

 

Note

Available pages and permissions can depend on your subscription. For subscription-specific availability, refer to techSHIP Specifications Sheet [Information].



Additionally, some options (such as the Insurance Administrator, Global Automation Rules, and Smart Pricing Administrator permissions) are available only when their corresponding features are enabled for your location.

 

Note

If a profile belongs to an Organization User, it appears as read-only in Settings > Location Users, and you cannot modify its permissions from this page. For information about global users and roles, refer to Understanding Organization Users [Guide].



 

TABLE OF CONTENTS

 

How Location User Permissions Work



Some Location User permissions grant access to a page or module, while others enable a specific action within functionality you can already access.



Administration permissions are configured independently. Changing the Address permission does not change administrative permissions such as Location Administrator, Carrier Administrator, or Client Administrator.



Before proceeding, make sure you read and understand the following articles:

 

Page and Menu Access



The following table lists the Location User permissions required to access pages and menu items in techSHIP.

 

CATEGORY

PAGE / MENU ITEM

REQUIRED LOCATION USER PERMISSION

ADDITIONAL REQUIREMENT / ACCESS LEVEL

Insights

Shipment Profile

Location Administrator

Carrier Administrator

Availability depends on your subscription.

Insights

Delivery Performance

Location Administrator

Carrier Administrator

Availability depends on your subscription.

Insights

Executive Summary (Beta)

Location Administrator

Carrier Administrator

Availability depends on your subscription.

Insights

Customer Insights (Beta)

Location Administrator

Carrier Administrator

Availability depends on your subscription.

Orders

My Orders

None

Read-only access is available to all users. Actions within orders depend on the corresponding feature permissions.

Orders

Returns

None

Read-only access is available to all users. Creating a return requires the Create Return permission.

Carriers

My Carriers

Carrier Administrator

—

Carriers

Manifests

Manifests

—

Carriers

Pickup Schedule

Location Administrator

Carrier Administrator

—

Clients

Clients

Client Administrator

—

Clients

Templates

Client Administrator

The corresponding feature must be enabled.

Clients

Products / Items

Client Administrator

—

Clients

Rule Sets

Global Automation Rules

—

Clients

Custom Lists

Global Automation Rules

—

Smart Pricing

Custom Pricing Tables

Location Administrator

Carrier Administrator

Smart Pricing Administrator

Smart Pricing must be enabled.

Smart Pricing

Markup Profiles (beta)

Location Administrator

Carrier Administrator

Smart Pricing Administrator

Smart Pricing must be enabled.

Smart Pricing

Zones & Areas

Location Administrator

Carrier Administrator

Smart Pricing Administrator

Smart Pricing must be enabled.

Smart Pricing

Pricing Dimensions

Location Administrator

Carrier Administrator

Smart Pricing Administrator

Smart Pricing must be enabled.

Smart Pricing

Accessorial Collections

Location Administrator

Carrier Administrator

Smart Pricing Administrator

Smart Pricing must be enabled.

Smart Pricing

Markup Profiles

Smart Pricing Administrator

Markup Profiles must be enabled.

Visibility

Tracking

Visibility

—

Audit

Invoices

Viewer

Manager

Viewer provides read-only access.

Manager provides management access.

Settings

Addresses

Address

—

Settings

Cartonization

Location Administrator

—

Settings

Insurance Providers

Insurance Administrator

Custom Insurance must be enabled.

Settings

My Location

Location Administrator

—

Settings

Location Users

Location Administrator

—

Settings

API Logs

Location Administrator

—

Settings

Organizations

Organization Admin

Organization Admin is an Organization-level role. Refer to Understanding Organization Users [Guide].

Settings

Locations

Organization Admin

Organization Admin is an Organization-level role. Refer to Understanding Organization Users [Guide].

Reports

Generate

Report Access

—

Reports

History

Report Access

—

Reports

Schedule

Location Administrator

—

 

Note

Location Administrator and Carrier Administrator also allow you to edit the WMS # on processed orders.

 

Location User Permissions



The following table lists every permission available when configuring a Location User, including permissions whose page-access effects are already covered in Page and Menu Access above.

 

PERMISSION GROUP

PERMISSION

FEATURE / ACTION ENABLED

DEPENDENCY / IMPORTANT INTERACTION

Administration

Location Administrator

Grants full administrative access to the location, including Insights, Smart Pricing, Settings, and Reports. You can also create support tickets from Support.

Grants page and menu access as described in Page and Menu Access above. For more information on the Support feature, see: Creating Support Tickets and Sharing Context [Guide].

Administration

Carrier Administrator

Grants administrative access to Carrier configurations, including Carriers, Smart Pricing, and Insights. You can also create support tickets from Support.

Grants page and menu access as described in Page and Menu Access above. For more information on the Support feature, see: Creating Support Tickets and Sharing Context [Guide]..

Administration

Client Administrator

Grants administrative access to client configurations, including Clients, Templates, and Products / Items.

Grants page and menu access as described in Page and Menu Access above.

Administration

Insurance Administrator

Grants administrative access to insurance configurations.

Grants page and menu access as described above. Custom Insurance must be enabled.

Administration

Global Automation Rules

Allows you to manage global automation rules, including Rule Sets and Custom Lists.

Grants page and menu access as described in Page and Menu Access above.

Administration

Smart Pricing Administrator

Allows you to manage Smart Pricing configurations, including Custom Pricing Tables, Accessorial Collections, and Markup Profiles.

Grants page and menu access as described above. Smart Pricing must be enabled.

Order Processing

Address

Allows you to access and manage addresses in Settings.

Grants page and menu access as described in Page and Menu Access above.

Order Processing

Edit and Process

Allows you to manage and process orders, including editing orders and changing the Carrier.

This permission enables actions within order workflows rather than unlocking the Orders page.

Order Processing

Void, Refund, and Delete

Allows you to void Carrier labels, request refunds, and delete orders.

This permission enables actions within order workflows rather than unlocking the Orders page.

Order Processing

Order Import

Allows you to import orders.

This permission enables the order import functionality.

Order Processing

Report Access

Allows you to generate and access reports.

Grants page and menu access as described in Page and Menu Access above.

Order Processing

Manifests

Allows you to manage Manifests, including finalizing or retrying them and downloading documents.

Grants page and menu access as described in Page and Menu Access above.

Batch & Import Management

Reopen Batches

Allows you to reopen closed batches and, when available, mark open batches as closed.

Availability of Mark as Closed depends on the applicable manifest conditions.

Batch & Import Management

Unlock Batches

Allows you to unlock batches in Busy status.

This permission enables a batch-level action.

Batch & Import Management

Undelete Batches

Allows you to restore deleted batches.

This permission enables a batch-level action.

Batch & Import Management

Closed Import

Allows you to import orders that are already closed.

Review the Closed and Duplicate Imports warnings below before granting this permission.

Batch & Import Management

Duplicate Import

Allows you to import or manually create duplicate orders.

Review the Closed and Duplicate Imports warnings below before granting this permission.

Printing & Manifest Control

Reprint

Allows you to reprint previously printed orders when the Reprint Policy is set to Block Reprint.

This permission does not affect behavior when the Reprint Policy is Warn on Reprint or No Restriction.

Printing & Manifest Control

Desktop Reprint Closed

Allows you to reprint orders from closed batches.

This permission enables a reprint action for closed batches.

Printing & Manifest Control

Force Close Manifest

Allows you to force-close manifests.

You also need Manifests to access the manifest list.

Order & Tracking Operations

Trace Access

Allows you to view order traces and enable tracing when creating or importing orders. It also enables the Admin tab on orders for advanced troubleshooting.

This permission enables advanced troubleshooting functionality rather than a main-menu page.

Order & Tracking Operations

Copy Order

Allows you to copy orders.

This permission enables an order-level action.

Order & Tracking Operations

Create Return

Allows you to create return orders.

The Returns page is available read-only as described above; this permission enables creating returns.

Order & Tracking Operations

Visibility

Grants access to tracking details and tools in Visibility.

Grants page and menu access as described in Page and Menu Access above.

Audit

Viewer

Grants read-only access to Invoices, Client Adjustments, and Import Templates within the Audit module.

Grants Audit page access as described above.

Audit

Manager

Grants management access to Invoices, Client Adjustments, and Import Templates within the Audit module.

Grants Audit page access as described above. Enabling Manager automatically enables Viewer.

 

Permission Behavior and Limitations



Closed and Duplicate Imports

 

Warning

Use Closed Import and Duplicate Import with care. Closed or duplicate orders may require cancellation with the Carrier to avoid additional charges, and some charges may not be refundable.

 

Warning

Closed Import and Duplicate Import can increase the risk of deleting or modifying manifested orders or generating duplicate records.

 

Reprinting Orders



The Reprint permission only affects reprinting when the Reprint Policy is set to Block Reprint.

 

Note

Reprint does not change system behavior when the Reprint Policy is set to Warn on Reprint or No Restriction. For more information, refer to Understanding Reprint Policies and Print Status [Guide].

 

Audit Permissions



The Viewer permission provides read-only access to Invoices, Client Adjustments, and Import Templates within the Audit module.



The Manager permission provides management access to the same Audit pages. When you enable Manager, Viewer is enabled automatically.