Realpacking User Guide

This page allows you to create and manage roles that can be assigned to members.You can freely adjust permissions for specific pages of the web administrator interface as needed.

Assign "View" or "Edit" permissions for each menu in the web administrator interface.

AccountsCostome RolesCreate Role

  1. Enter the name and description of the custom role.

    Name

    Enter the name of the custom role.

    Description

    Provide a description of the the custom role. (optional).

  2. Menu-based Permission Settings

    Select"View"or"Edit"permissions for each page.

    Pages without assigned permissions will not be visible to the administrator.

    View Grants permission to access and view the specified menu.

    Edit Grants full access, including viewing, modifying, and registering data for the specified menu. If no option is selected, the menu will not be visible.

    Workspace

    Workspace Settings

    Accounts

    Seat

    Admin

    Custom Roles

    Group Settings

    Basic Settings

    Send SMS

    Customization

    Add Logo

    Intro Ad Video

    Service Review Widget

    API KEY

    Video

    Video List

    Return List

    Video Message

    Bulk Messaging

    Sending Status

    Delivery Status

    Feedback

    Check Impressive Reviews

    Check Q&A

    Order

    Order Information List

    Upload Excel Order List

    Statistics

    Seat

    Video Message

    Intro Ad Video

    Share Count

    Billing

    Plan

    Points

  1. Viewing Range of Videos and Order Information

    Set access permissions for Recoding, Returns, Orders, and Bulk messaging. For detailed guidance, refer to the Custom Role Usage Examples below.

    All

    View all information. (Used when providing department managers within a company unrestricted access to all videos or order information.)

    Specific

    View only the information specified through the "Administrator ID" in order details. (Used when granting a specific manager access to only a portion of videos and order information within a logistics center.)

    Group

    View only the information created by members of the same group. (Used when independently managing videos and order information within separate clients or centers.) (Videos and order information recorded within a group can only be accessed by administrators of the same group.)

    To view videos and order information, "Information Access Permissions" alone are not sufficient.

    You must also have View or Edit permissions for the following menus:

    • Video List

    • Order List

    • Bulk Messaging

Assign the created custom role to the administrator.

AccountsAdmin

  1. Invite a new administrator account or select an existing administrator to assign permissions.

  2. In Roles > Custom Roles, select the role you created.

Refer to the Custom Role Examples for various use cases and applications.

Example 1: Managing Video Recording and Delivery for Clients by 3PL Workers

3PL companies can assign specific workers to record videos for designated clients. Each client can log in with an administrator account to view only their own videos and send them to customers either individually or in bulk.

  1. Set Information Access Restrictions in Custom Roles

    • Set the information access scope to "Group."

  2. Configure Menu Access Permissions in Custom Roles

    • Grant "View" and "Edit" permissions for [Video → Video List, Returns List] , [Video Message → Bulk Messaging]

  3. Assign Custom Roles

    • In AccountsAdmin, assign the created custom role to the client’s admin account.

Example 2: Department Managers Viewing All Videos and Order Information Without Restrictions

Custom roles can be configured to allow department managers, such as the CS team and Logistics team, to access all videos and order information without restrictions.

  1. Set Information Access Restrictions in Custom Roles

    • Set the information access scope to "All."

  2. Configure Menu Access Permissions in Custom Roles

    • Grant "View" and "Edit" permissions for [Video → Video List, Returns List] ,[Video Message → Bulk Messaging] ,[Order → Order List]

  3. Assign Custom Roles

    • Assign the created custom role to the client’s admin account in AccountsAdmin

Example 3: When you want to show a specific manager some footage from the logistics center and order information:

In cases where only a specific manager should have access to certain footage and order information within the logistics center, you can assign the manager's ID to the order information and configure permissions for viewing or managing it.

  1. Set Information Access Restrictions in Custom Roles

    • Set the information access scope to "Specific."

  2. Configure Menu Access Permissions in Custom Roles

    • Grant "View" and "Edit" permissions for [Video → Video List, Returns List] , [Video Message → Bulk Messaging]

  3. Assign Custom Roles

    • Assign the created custom role to the client’s admin account in AccountsAdmin

  4. Upload Excel Order List

Example 4: Customer Service (CS) Team Managing Customer Reviews

Custom roles can be configured for managers responsible only for handling customer reviews and inquiries.

  1. Configure Menu Access Permissions in Custom Roles

    • Grant "View" and "Edit" permissions for [Feedback → Service Review, Inquiries]

  2. Assign Custom Roles

    • Assign the created custom role to the CS team admin account in Accounts → Admin