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Manage user permissions

How to add, edit, and delete users within your Shippit account
Updated 5 months ago

You can add, edit, and remove users from your Shippit account at any time.

The Shippit settings page, showing the company user list

This article explains how to add, edit, and remove users in your account. For more information about the different roles available for users, see the user roles article.

About user roles

Shippit uses roles to control the level of access a user has to your account. Assigning roles helps you ensure that team members only have access to the information and actions they need.

There are two main user roles, which provide different levels of access and authority across your account:

  • Merchant or store access: for users who create, book, and track orders and occasionally update store branding and carrier settings

  • Head office access: manage settings for multiple stores

For users who only need to process orders, you can also enable merchant or store access with a limited set of roles, which is referred to as an 'order processing only' role.

For more information about the functions each role provides, see the user roles article.

Store users

Store users can create, book, and track orders and occasionally update store branding and carrier settings.

Adding a new store user

  1. Log in to your Shippit account.

  2. Open the drop down menu in the top right of your screen, and click Settings.

  3. In the Store section, click Users to go the store user settings.

  4. In the Store search dropdown, select the store you want to add a user to.

  5. Scroll through the user list, and click Add user to add a new user.

  6. Complete the first name, last name, email, and mobile number for the new user.

  7. Click Complete to save your changes.

  8. An email is sent to the email address you entered, and the user can follow the instructions to complete their account and log in.

Store_users.png

Modifying an existing store user

Existing store users can modify their own details by opening the drop down menu in the top right of their screen, and clicking My profile.

The Shippit My Profile page

If you want to modify existing store users, and you can't log in as the user directly, you can delete the user account and recreate it.

Deleting an existing store user

  1. Log in to your Shippit account.

  2. Open the drop down menu in the top right of your screen, and click Settings.

  3. In the Store section, click Users to go the store user settings.

  4. In the Store search dropdown, select the store you want to delete a user from.

  5. Locate the user that you want to delete in the user list, and click the × icon in the top right corner.

  6. Click Complete to save your changes.

Company users

Company users have head office access, and can manage settings for multiple stores.

Adding a new company user

  1. Log in to your Shippit account.

  2. Open the drop down menu in the top right of your screen, and click Settings.

  3. In the Company section, click User management to go the company user settings.

  4. Click Create user to create a new user account, and complete these details:

    • Complete the first name, last name, and email for the new user.

    • In the Access role section, select which role you want the new user to have. For more information about the functions each role provides, see the user roles article.

  5. In the Stores section, select the store or stores you want the user to be able to access. To have the user access all stores, select All current stores.

  6. Click Save to save your changes.

  7. An email is sent to the email address you entered, and the user can follow the instructions to complete their account and log in.

⚠️ IMPORTANT: If you select All current stores for your new company user, and new stores are added to your merchant account at a later date, the user does not automatically get added to the new stores. You need to modify the user account to add them to the new stores.

The Shippit settings page, showing the add new company user dialog

Modifying an existing company user

  1. Log in to your Shippit account.

  2. Open the drop down menu in the top right of your screen, and click Settings.

  3. In the Company section, click User management to go the company user settings.

  4. Locate the user you want to edit in the list. From the kebab menu, select Edit user to open the user details screen.

  5. Make the changes, and click Save to save your changes.

Deleting an existing company user

  1. Log in to your Shippit account.

  2. Open the drop down menu in the top right of your screen, and click Settings.

  3. In the Company section, click User management to go the company user settings.

  4. Locate the user you want to edit in the list. From the kebab menu, select Delete user.

  5. Confirm the user account you are deleting, and click Delete to delete the user account.

Bulk add company users

If you need to add many company users, you can use a CSV file to upload them all at once.

All valid CSV files are supported, with values comma separated. For each row in your CSV file, a company user account is created. Make sure your uploaded CSV does not have duplicate columns with the same header. If you import a file with duplicate headers, it could return an error, or you might find that the first column is uploaded, but all subsequent columns are ignored.

Fields

Field name

Example

Details

Required?

first_name

Alex

The first name of the account holder

Required

last_name

Doe

The surname of the account holder

Optional

email

alex.doe@example.com

The email address of the account holder.

Required.
Must be a unique value.

mobile

0410000000

The phone number of the account holder.

Optional.

access_role

order_processing, store_user, or head_office

The required access role for the user account. For more information, see the User Roles article.

Required.
Must be one of the three valid values.

stores

sydney; melbourne; brisbane

The stores that the user account is assigned to, separated by a semi-colon. If you need a list of your stores, download it from the bulk user upload dialog.

Optional.
If left blank, user account is assigned to all available stores.

💡NOTE: Always use the template linked at the bottom of this article as your starting point. This ensures all required fields are present and correctly ordered.

Bulk adding new company users

  1. Log in to your Shippit account.

  2. Open the drop down menu in the top right of your screen, and click Settings.

  3. In the Company section, click User management to go the company user settings.

  4. Click Bulk upload to open the bulk upload dialog:

    • Drag and drop, or navigate to your locally-saved CSV file.

    • Optional: If you haven't downloaded the CSV template, click Download template.

    • Optional: If you need a list of your stores, click Download store names.

    • Click Next to continue.

  5. If the file is sucessfully validated, the users are created.

CSV template

You can download this sample CSV file to use as a starting point:

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