Control copy functionality for orders, shipments, and routing guides

Users can control the ability to restrict or allow specific roles to copy orders, shipments, and routing guides in Admin console.

Important note: You must have Admin or Super Admin permissions to control copy functionality for orders, shipments, and routing guides.

Set permissions for copying orders

To set permissions for copying orders, navigate to Admin Console > Roles & Permissions > Roles > [role name] > Order > Actions > Copy an order:

  • If set to View & edit permission, users can copy an order.
  • If set to No permissions, users cannot copy an order and the Copy option is hidden from the users.

copy_an_order.png

Set permissions for copying shipments

To set permissions for copying shipment, navigate to Admin Console > Roles & Permissions > Roles > [role name] > Shipments > Actions > Copy a shipment:

  • If set to View & edit permission, users can copy a shipment.
  • If set to No permissions, users cannot copy a shipment and the Copy option is hidden from the users.

copy_a_shipment.png

Set permissions for copying routing guides

We added Copy permissions for routing guides to Admin console >  Roles & Permissions > [role name] > Routing guide > Actions > Copy a routing guide

  • If set to View & Edit on Copy a routing guide, users can copy a routing guide. 
  • If set to No permissions, users cannot copy a routing guide and the Copy a routing guide option is hidden from the users.

copy_a_routing_guide.png

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