This functionality is only available for Admin Users. **The main email the account was set up under will generally be the admin user. If you need to add additional admins contact customer support at: 1.800.881.0288
Click the Settings tab.
Under “Admin Settings” select “User Management”
Creating a New User
Click “+Create New User”.
Fill out all the required information for the user. The email entered will be the login username, this must be a valid email address as the user will receive an email to create their password.
Click "Create New User" at the bottom when all info for the user has been entered.
All users will be displayed on the screen.
Filter Users
Use the "Filter By" option at the top of the page to filter users by Active, Inactive, or by Department.
Edit a User
To edit a user, click the pencil icon to the left of the user.
Edit the necessary fields, then click "Save Changes".
Within User Management, you also have the option to set defaults for the Department, Inventory Location, Dutiable Party, Importer of Record, and can restrict orders to a specific Order Group.
Override Return Address
If the return address for this user should be something different than what is listed for the user's address, click the pencil icon to edit the user. Check the box in the top right corner “Override Return Address”. This will pop open a new Address Field to be populated with the Return Address.
Click "Save Changes" after entering the Return Address Information.
Additional User Options
Click the drop-down menu next to the pencil icon.
Send Password Reset Email - To be used when the user forgets their password.
Force Password Reset on Next Login - To be used when you want to force the user to change their password.
View History - Allows Admin to view the individual shipping history for a particular user.
Disabling a User
If you need to disable a user, click the pencil icon to the left of the user.
Check the box at the top of the user details “Deactivate User”.
Click "Save Changes" at the bottom of the page
Other Settings
As an Admin User of the platform, there are settings that can be modified to restrict or set requirements for non-admin users.
Under “Admin Settings” select “Other Settings”
Here you will find additional settings to alter what a user can see within the platform as well as the option to set requirements for non-admin users. For more details visit the help center article: Other Settings