Account management
Bob Go user roles let you control what each team member can access and manage on your account.
Assigning the correct role helps ensure that users only have access to the tools and information they need.
Bob Go has four user roles:
| Role | Best suited for |
| Account Super User | Account owners or administrators who need full access |
| Account User | Team members managing day to day orders and shipments |
| Shipping Agent | Warehouse or location specific fulfillment teams |
| Store Agent | In store staff managing Pickup in Store collections |
An Account Super User has full administrative access to the Bob Go account.
This is typically the account creator or a user who needs complete control over account settings and operations.
Accessible sections:
Good to know: Account Super Users can also add and manage other users on the account.
An Account User has access to day to day shipping and order management without full administrative control.
This role is useful for team members who need to manage operations but should not have access to areas such as billing or account settings.
Accessible sections:
A Shipping Agent has limited access and can only view and manage orders or shipments assigned to them.
This role is particularly useful for businesses operating from multiple warehouses, stores or fulfillment locations.
Accessible sections:
Shipping Agents can be linked to specific fulfillment locations so they only work with the orders or items relevant to that location.
An Account Super User can link:
This allows businesses with multiple fulfillment locations to control which team members can fulfill specific orders.
Good to know: Multiple Shipping Agents can be linked to the same Bob Go collection address and Shopify location, or WooCommerce shipping class or vendor. This allows another agent to take over if the primary Shipping Agent is unavailable.
Linked Shipping Agents can only fulfill orders containing items assigned to their Shopify location.
Once fulfilled, the courier will collect the shipment from the associated Bob Go collection address.
WooCommerce uses shipping classes and, where applicable, vendors through the Dokan plugin to associate Shipping Agents with Bob Go collection addresses.
Items linked to the relevant shipping class or vendor can then be fulfilled from the designated collection address.
Go to Sales channels in the left navigation menu and select Shipping agents from the submenu.
A Store Agent is designed for staff managing Pickup in Store collections.
The role gives store employees access only to the functionality required to verify and complete a customer collection.
A Store Agent can:
Store Agents do not have access to general order management, customer information, inventory or administrative settings.
When a customer arrives to collect their order, they provide their reference and the required One Time Pin (OTP).
The Store Agent enters the OTP into Bob Go.
Once the OTP is successfully verified, the order is marked as completed or collected.
Only an Account Super User can manage account users.
Choosing the correct role helps ensure each team member has access to the functionality they need without giving unnecessary account permissions.