The Problem
Why this matters.
As operations teams grow, giving all staff full access to booking, financials, and settings creates risk — accidental cancellations, visible COD settlement data, or unauthorized courier configuration changes.
How It Works
1
Define roles
Create roles that match your team structure — Operations Staff, Finance Manager, Admin, Rider Manager — with a custom name and description.
2
Assign feature permissions
For each role, toggle which Courierify features they can access: booking, cancellation, returns, loadsheets, analytics, financial data, settings, and more.
3
Assign roles to staff
Assign roles to individual Shopify staff accounts. Their Courierify interface only shows what their role permits — reducing noise and security risk.
Key Benefits
What you gain.
Security by design
Staff only access what they need. Financial data is restricted to finance roles. Booking access is separate from cancellation permissions.
Reduce operational errors
Limiting what junior staff can action reduces the risk of accidental order cancellations or misconfigured courier settings.
Audit trail per user
Actions (bookings, cancellations, returns received) are logged per staff member — enabling accountability and review.
Scales with your team
Add unlimited staff accounts and roles as your operations team grows.
FAQ
Common questions about Team Roles & Permissions (RBAC).
Team roles and permissions (RBAC) is a Pro plan feature.
There is no limit on the number of custom roles you can create.
Yes — access to courier costs, COD settlement data, and analytics can be restricted independently from operational features like booking and shipment management.
Courierify's RBAC operates within the Shopify app permission system. Staff must have Shopify access to use Courierify; RBAC then controls what they can do within the app.