How do I add/ manage my organization’s users on the GoBolt Business portal?

Adding users

1. Go to the Users subtab under Account. 

2. Click on the Create User button at the top right. 

3. Enter the user’s first and last name, email address, phone number (optional), default password, and select a role. Click Create. 

Editing users

1. Go to the Users subtab under Account. 

2. Click on the Pencil icon under the Actions column for the user you plan on editing. 

   

3. Edit the first name, last name, phone number, or role. Click Save. 

   

Disabling users

1. Go to the Users subtab under Account. 

2. Click on the Trash icon under the Actions column for the user you plan on disabling. 

3. Click Yes to confirm that you want to proceed with disabling the selected user. 

The email addresses of existing users cannot be changed at this time. Please create a new user with the new email address instead. 

To add a new user to an existing organization:

1. Find the organization in question under the "Organizations" tab on Sierra. 

   

2. Scroll down to the "Users" section and click "Add User".

   

3. Fill out all fields and click "Create User" once complete. 

   

4. Now that the user has been added, please relay the default password we have set to the merchant!

To remove a user, please click on the "Trash" icon beside their name.

Permissions

• Read ASN: Able to view ASNs

• Write ASN: Able to create and edit ASNs

• Read Fulfillment Customers: Able to view customers

• Write Fulfillment Customers: Able to create and edit customers

• Read Fulfillment Orders: Able to view orders

• Write Fulfillment Orders: Able to create and edit orders

• Read Fulfillment Products: Able to view products

• Write Fulfillment Products: Able to create and edit products

• Read Logistics Shipments: Able to view shipments

• Write Logistics Shipments: Able to create and edit shipments

• Read Users: Able to view users

• Write Users: Able to create, edit, and disable users

• Read Permissions: Able to view user permissions 

• Read Roles: Able to view roles

• Write Roles: Able to create and edit roles

• Read Shopify Shops: Able to view Shopify shops

• Write Shopify Shops: Able to integrate new Shopify shops and edit existing Shopify shops

• Read Warehouse Facilities: Able to view warehouses

• Read Organizations: Able to view Order Orchestration page, and Return Preferences page

• Write Organizations: Able to edit Return Preferences page

• Allow Set Auto Fulfillment: Able to edit Automation page 

• Write Facility Service Areas: Able to edit Order Orchestration page

Adding roles

1. Go to the Roles & Permissions subtab under Account. 

2. Click on the Create Role button at the top right. 

3. Assign a name for the role and select the user permissions you want under this role. Click Create. 

   

Editing roles

1. Go to the Roles & Permissions subtab under Account. 

2. Click on the Pencil icon under the Actions column for the role you plan on editing. 

   

3. Edit the role name and/or its list of permissions. Click Save. 

   

Disabling roles

1. Go to the Roles & Permissions subtab under Account. 

2. Click on the Trash icon under the Actions column for the role you plan on disabling.

   

3. Click Yes to confirm that you want to proceed with disabling the role. 

   

    

   Table of Contents

   1. Users

      1. Adding users

      2. Editing users

      3. Disabling users

   2. How do I update the email address of a user?

   1. Roles & Permissions

      1. Permissions

      2. Adding roles 

      3. Editing roles

      4. Disabling roles

   Users

   Adding users

   1. Go to the Users subtab under Account. 

   2. Click on the Create User button at the top right. 

   3. Enter the user’s first and last name, email address, phone number (optional), default password, and select a role. Click Create. 

    

   Editing users

   1. Go to the Users subtab under Account. 

   2. Click on the Pencil icon under the Actions column for the user you plan on editing. 

      

   3. Edit the first name, last name, phone number, or role. Click Save. 

      

    

   Disabling users

   1. Go to the Users subtab under Account. 

   2. Click on the Trash icon under the Actions column for the user you plan on disabling. 

   3. Click Yes to confirm that you want to proceed with disabling the selected user. 

    

    

   How do I update the email address of a user?

   The email addresses of existing users cannot be changed at this time. Please create a new user with the new email address instead. 

   
   
   To add a new user to an existing organization:

   1. Find the organization in question under the "Organizations" tab on Sierra. 

      

   2. Scroll down to the "Users" section and click "Add User".

      

   3. Fill out all fields and click "Create User" once complete. 

      

   4. Now that the user has been added, please relay the default password we have set to the merchant!

    

   To remove a user, please click on the "Trash" icon beside their name.

    

   Roles & Permissions

    

   Permissions

   • Read ASN: Able to view ASNs

   • Write ASN: Able to create and edit ASNs

   • Read Fulfillment Customers: Able to view customers

   • Write Fulfillment Customers: Able to create and edit customers

   • Read Fulfillment Orders: Able to view orders

   • Write Fulfillment Orders: Able to create and edit orders

   • Read Fulfillment Products: Able to view products

   • Write Fulfillment Products: Able to create and edit products

   • Read Logistics Shipments: Able to view shipments

   • Write Logistics Shipments: Able to create and edit shipments

   • Read Users: Able to view users

   • Write Users: Able to create, edit, and disable users

   • Read Permissions: Able to view user permissions 

   • Read Roles: Able to view roles

   • Write Roles: Able to create and edit roles

   • Read Shopify Shops: Able to view Shopify shops

   • Write Shopify Shops: Able to integrate new Shopify shops and edit existing Shopify shops

   • Read Warehouse Facilities: Able to view warehouses

   • Read Organizations: Able to view Order Orchestration page, and Return Preferences page

   • Write Organizations: Able to edit Return Preferences page

   • Allow Set Auto Fulfillment: Able to edit Automation page 

   • Write Facility Service Areas: Able to edit Order Orchestration page

   
   

   Adding roles

   1. Go to the Roles & Permissions subtab under Account. 

   2. Click on the Create Role button at the top right. 

   3. Assign a name for the role and select the user permissions you want under this role. Click Create. 

      

   
   

   Editing roles

   1. Go to the Roles & Permissions subtab under Account. 

   2. Click on the Pencil icon under the Actions column for the role you plan on editing. 

      

   3. Edit the role name and/or its list of permissions. Click Save. 

      

    

   Disabling roles

   1. Go to the Roles & Permissions subtab under Account. 

   2. Click on the Trash icon under the Actions column for the role you plan on disabling.

      

   3. Click Yes to confirm that you want to proceed with disabling the role.