Role-based access to SAPIENT actions
Acess to SAPIENT options and features varies and depends on your role within the organisation. A list of recommended and basic roles and permissions are explained in detail in the following tables for each functionality in SAPIENT.
The user roles and permissions described in the following tables are associated with the following user types in SAPIENT:
- Customer Administrator
- Operations Operator
- Operations Lead
Access permissions to SAPIENT user interface
| User role | Home page | Shipment search | View shipments | View manifest history | View cancelled shipments | View held shipments | Manifesting |
|---|---|---|---|---|---|---|---|
| Carrier Accounts Administrator (Can configure any carrier they are assigned to) | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| User Administrator (can manage website users) | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Customer Configuration Manager (can access and update settings related to the customer) | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| History Access (a permission to gain access to past shipments and manifests) | ✅ | ✅ | ✅ | ✅ | ⛔ | ⛔ | ⛔ |
| Shipment Manifesting (a permission to manifest the shipments via the UI) | ✅ | ⛔ | ⛔ | ⛔ | ✅ | ✅ | ✅ |
Access permissions to maintenance functionality
| User role/permission | View Customers | Customer onboarding wizard | View customer details | Edit customer details | Delete customer | View Held shipments | View customer users | View shipping locations | Add shipping location | View location users | Edit shipping location | Link existing shipping account | View shipping accounts | Edit shipping account | Delete account | Refresh account status | View billing departments | View service contracts | Add shipping account | Add product | Lists products | Edit product | Delete product | Integrations |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carrier Accounts Administrator (can configure any carrier they are assigned to) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ✅ | ⛔ | ⛔ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| User Administrator (can manage website users) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Customer Configuration Manager (can access and update settings related to the customer) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ✅ | ✅ | ✅ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ✅ | ✅ | ✅ | ✅ | ✅ |
| History Access (a permission to gain access to past shipments and manifests) | ✅ | ✅ | ✅ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Shipment Manifesting (a permission to manifest the shipments via the UI) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
Access permissions to API
| User role/permission | View API credentials | Delete API credentials | Create API credentials | API documentation | Reference data - Countries | Reference data - Currencies | Reference data - Time Zones | Tracking webhook | View tracking account | Add tracking account | Edit tracking account | Delete tracking accounts |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carrier Accounts Administrator (Can configure any carrier they are assigned to) | ⛔ | ⛔ | ⛔ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| User Administrator (can manage website users) | ⛔ | ⛔ | ⛔ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Customer Configuration Manager (can access and update settings related to the customer) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| History Access (a permission to gain access to past shipments and manifests) | ⛔ | ⛔ | ⛔ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Shipment Manifesting (a permission to manifest the shipments via the UI) | ⛔ | ⛔ | ⛔ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
Access permissions to custom settings
| User role | Pre-registration numbers | VAT and EORI numbers | Signatures and Logos |
|---|---|---|---|
| Carrier Accounts Administrator (Can configure any carrier they are assigned to) | ⛔ | ⛔ | ⛔ |
| User Administrator (can manage website users) | ⛔ | ⛔ | ⛔ |
| Customer Configuration Manager (can access and update settings related to the customer) | ✅ | ✅ | ✅ |
| History Access (a permission to gain access to past shipments and manifests) | ⛔ | ⛔ | ⛔ |
| Shipment Manifesting (a permission to manifest the shipments via the UI) | ⛔ | ⛔ | ⛔ |
Access permissions to user management
| User role | View users | Add user | Edit user | Edit permissions | Reset password | Resend confirmation | Delete user |
|---|---|---|---|---|---|---|---|
| Carrier Accounts Administrator (Can configure any carrier they are assigned to) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| User Administrator (can manage website users) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Customer Configuration Manager (can access and update settings related to the customer) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| History Access (a permission to gain access to past shipments and manifests) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Shipment Manifesting (a permission to manifest the shipments via the UI) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
Updated 9 days ago