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What tools are available to accounts with multiple users?

Created:   |   Updated:

Multiple users paves the way for a more efficient shipping operation. Each user has a separate login and password. From there, we provide a range of options to maximize your team's resources.

Order Management

  • Assign orders on a per user basis:

    On the ORDERS page, you can manually assign specific orders to specific users. Learn more.

    Shipping rules provide the option to automatically assign orders to users based on predefined criteria. Learn more.

  • View orders on an account or per user basis:

    Capture a birds eye view of all orders at any stage of the process or narrow your scope to only orders assigned to your specific user. Learn how to use this on the:

  • Analyze shipping data on a per user basis:

    Create a custom report that breaks down your most important shipping metrics, including who processed each shipment. Learn more

 

User Settings

  • Default Ship From address for each user:

    Operations with multiple warehouses will save time on the READY TO SHIP page by designating a specific Ship From address for each user login.  Learn more.

  • Automatically advance the order ship date at a unique time for each login:

    If your users are in different locations and you have cutoff times after which your USPS shipments should always have the following day's date, you can have ShippingEasy advance the date automatically. Learn more.

  • Individualize work stations:

    If you use ConnectEasy, you can assign unique printer settings and a specific scale to each user. Learn more.

 

Admin Permissions

  • Assign orders:

    Permissions to manually assign orders are restricted to the admin user.

     

  • Adjust label print sequence:

    Permissions to set the order in which labels and packing slips print. Learn more.

  • Manage user settings, including user permissions:

    Although each user can manage most of their own individual settings, including the email address assigned to the login and default Ship From address, only the admin retains permissions to edit these across all users in the account.

    Also, only the admin can restrict or grant access to specific permissions for individual users. Learn more.

  • Integrate stores:

    Only the admin user has permissions to add or remove store integrations.

 


Related article:

How to: Add an additional user to my subscription
How to: Set up a new user login
What do I do if I received an email to activate my user account, but the link doesn't work?
How to: Change the primary user information on my account
Best of Shipping Rules

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