There are four different user levels on Goodshuffle Pro: Account Owners/Admins, Full Users, Limited Users, and Read-Only Users. Here's a list of the permissions and abilities for all user levels.
Account Owners/Admins
The Account Owner is the primary user tied to a Goodshuffle Pro account and has full access to every feature.
Admins share the same permissions as the Account Owner, including:
Access to reports, account settings, and subscriptions.
Receiving payout notifications when funds are sent to the bank.
The only exceptions:
Admins cannot update banking information.
Admins cannot generate new 2FA Backup Codes (learn more here).
Full Users
Office Staff, Salespeople, Bookkeepers
These users can access nearly all features except for admin-specific settings (like company settings or financial info).
They can:
View and manage projects, contacts, fulfillment, and files.
Use Barcoding features such as printing barcode labels, scanning inventory, and viewing projects in mobile fulfillment.
Access all routes and route planning tools (Dispatch).
They cannot:
Access account-level reports like the Tax Report or Company Activity.
Modify admin-only settings or permissions.
Limited Users
Warehouse Team, Drivers, Installers
Limited Users are designed for operational team members. They only see projects they’re added to and do not have access to sensitive information like billing tabs, contracts, or overall financials.
They can:
Scan inventory (if they are assigned to the project).
View projects in mobile fulfillment.
Print barcode labels.
Access fulfillment tasks and documents.
View and take action in routes assigned to them.
They cannot:
Access company-wide reports or settings.
Create/edit contacts, inventory, or projects.
View financial info (like due balances, sales, or the billing tab).
Configure label templates or generate barcodes for unassigned projects.
Read-Only Users
DJs, Dealers, Contractors
Read-Only users can view project details related to their work but cannot make any changes or take action in fulfillment.
