Account Users and Roles

Manage your Shipium account users.

About Shipium account users and roles

Your organization's users will manage your account via the Shipium Console, which includes the following user roles, which are described in greater detail in this document:

  1. Administrator (Admin)
  2. Editor
  3. Viewer
  4. Returns

Other user roles are specific to the Shipium Pack App:

  1. Administrator (Admin). Administrators in the Pack App have the most user permissions.
  2. Site Manager. The Site Manager has more user permissions than the Site Associate but less than the Administrator.
  3. Site Associate. Site Associates (Packers and Shippers) have the most basic user permissions, with less than the Administrator and Site Manager.

More details about these Pack App roles are provided in the Shipium Pack App documentation. The rest of this document focuses on user roles for the Shipium Console in general.

Admin

The Administrator role is responsible for managing user accounts, system configurations, and integrations:

Admin users have all permissions of the Editor and Viewer roles.

Editor

The Editor role focuses on operational tasks, data entry, and managing specific limits and simulations:

Editor users have all permissions of the Viewer role.

Viewer

The Viewer role provides read-only access to various reports and system statuses:

Returns

While not available yet, a Returns role will be coming soon. This feature will enable you to grant access to members of your organization to the Return Label API and the Shipium Console with only a customer returns screen.

Manage users and roles

Within the Shipium Console, you'll access Team Management and then Manage Users from the lefthand navigation menu.

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Clicking on Manage Users will open the portion of the console that allows you to add new users, remove existing users, or modify users as needed. For each account user, you can view the name, email, and role. If you are an Administrator and want to add new team members, this is the place to do it.

Add a new user

To add a new user (regardless of permissions), you first click on the Add User button in the top right portion of the page.

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This will then open a modal window that will allow you to enter details of the new user, including their email, first and last names, and user role.

Modify existing users

If you need to change details for an existing user, including name or role, you first click on Modify User within the Actions dropdown next to the user you wish to modify.

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This will bring open the same modal for adding a new user (as above), but with the values for this user already populated. You can edit them as needed, with the exception of the email address, and select the Submit button to save your changes.

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Email address can't be changed

Because a user's email address is used as a unique identifier, you cannot edit it. If you have a user who needs to have their email address changed, remove them and add a new user for them with the new email address.

Remove existing users

Administrators may remove existing users by clicking on the Remove User link within the Actions dropdown next to the user you wish to remove.

After selecting Remove User, you'll be asked to confirm that you really want to remove this user. Once you confirm, the user will be removed permanently. You cannot undo this action.

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Removing a user is permanent

Removing an existing user from your organization's account is a permanent action. You can, of course, always add a new user with the same email address and name, but any information specifically associated with the original user will not transfer to the newly created user.

Reset passwords

Password resets are completely self-service and can be done by clicking on the Forgot Password link on the login page for the Shipium Console.

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Resources

Your Shipium team member is available to help along the way. However, you might find these resources helpful: