Manage User Permissions in Account | How To
ShippingEasy allows you to control the settings and actions available to each user on your account. When using multiple user logins, you can vary the roles and responsibilities of each.
Account Owners or Admins will always retain access to all user permissions available in ShippingEasy. By default, all new users will have access to all user permissions. From there, the Account Owner can edit the user permission settings for each secondary user account. This allows Account Owners to control access to functions and settings.
Permission |
Description |
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Access Settings & Events |
Permits to access the SETTINGS page. Users can view and edit all accounts, store, and shipment settings. Restricting access prevents the user from being able to:
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Access Reports |
Permits to access the REPORTS page. Allows the user to view, generate, and export reports. Reports will show orders from all users. Restricting access will prevent the user from being able to view or export all order and shipment data from your account. |
Add Orders |
Permits to connect stores and add orders using Create Label, Add Orders, and Upload Orders. |
Clear Print Queue |
Permits to clear all print jobs listed in the PRINT QUEUE on READY TO PRINT, including printed and unprinted jobs. Restricting access will prevent users from being able to clear the PRINT QUEUE. Restricted users will not be able to clear print queues for either "MY SHIPMENTS" or "ALL SHIPMENTS". |
Edit Order Items |
Permits to edit the order's items. Restricting access will prevent the user from being able to add, edit, or delete the items on existing orders and customs forms. |
Edit Order Recipient |
Permits to edit the order's recipient. Restricting access will prevent the user from being able to edit the recipient's name or address on existing orders. Without permission, any orders with invalid addresses will need to be updated by a user with permission. |
Edit Stock Levels |
Permits to edit stock levels manually and create, edit, receive, and close purchase orders. Without permission, stock levels and purchase orders can only be viewed. |
Purchase Postage |
Permits to manually purchase postage. Restricting access will prevent the user from being able to ship out orders when you have insufficient postage in your account. Without permission, postage must be set up to auto-refill or be purchased by a user with permission. Learn more about auto-refill settings. |
View All Unshipped Orders |
Permits to view, edit, and ship all orders. Restricting access will prevent users from accessing orders not assigned to them on the ORDERS or BATCHES page. Only orders assigned to the user will be available to view, edit, and ship without permission. |
View All Shipment History |
Grant permission to view all shipments on the SHIPMENT HISTORY page. Restricting access will prevent users from viewing labels and shipments they did not create in ShippingEasy. Without permission, only shipments generated by the user will be visible. |
These permissions are only able to be accessed by the Account Owner.
Permission |
Description |
---|---|
Assign Orders |
Permission to manually assign orders is restricted to the Account Owner. |
Adjust Label Print Sequence |
Permission to set the order in which labels and packing slip print. Learn more about saving label settings. |
Manage User Settings, including user permissions |
Although each user can manage most of their settings, including the email address assigned to the login and default Ship From address, only the Account Owner retains permission to edit these across all users in the account. Also, only the Account Owner can restrict or grant access to specific permissions for individual users. |
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Log in to ShippingEasy using the email login assigned to the Account Owner.
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Click on the pencil icon next to the user for which you want to edit permissions.
It is only possible to edit permissions for secondary users.
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Edit the user's information and permissions as needed. Check any permission you would like to grant. Remove the check from any permission you need to restrict.
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Click the UPDATE button to save your selections. Repeat these steps for any other users as needed.
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