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Manage user permissions

How to add, edit, and delete users within your Shippit account

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

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

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

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

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

  6. Click Complete 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.

The Shippit settings page, showing the store user list

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

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

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

  4. Locate the user that you want to delete in the user list, and click the ร— icon in the top right corner.

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

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

  3. 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.

    • 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.

  4. Click Save to save your changes.

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

โš ๏ธ 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. Open the drop down menu in the top right of your screen, and click Settings.

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

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

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

Deleting an existing company user

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

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

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

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

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