There are many reasons to have multiple users associated with your ShipCaddie account and it is important to understand how to add a properly configured user in ShipCaddie. The following steps will guide you through the process of finding where to add users in ShipCaddie, how to assign the rights for a new user and how to finish the user creation:
- Log into ShipCaddie
- Click on the "Settings" tab on the left hand side of the screen:
- Then, click on the "Users" section in the "Settings" tab:
- Next, click the "+" symbol in the right hand corner of the new screen:
- Now, a pop-up should appear displaying the various rights the user can hold and the user information to input:
- After inputting the proper account information and deciding which permissions are needed for the user, click the "Submit" button. You have now created a new user!
Here is a breakdown of the different permissions and the actions they can perform:
| Administrative Permissions | Allowed Actions |
| Account Management | - Can access and edit contacts (contacts) - Can access & edit Open Orders and Order History (orders) - Can access and edit products (products) - Can access all reports & downloads (reports) - Can access & edit Business rules (automation) - Can edit/access/add integrations (settings) - Can access Scales (settings) - Can access & edit filters (settings) - Can access & edit Templates (settings) |
| Users Management | - Can access and edit contacts (contacts) - Can access & edit Open Orders and Order History (orders) - Can access and edit products (products) - Can access all reports & downloads (reports) - Can access & edit Business rules (automation) - Can access & edit users (settings) - Can edit/access/add integrations (settings) - Can access Scales (settings) - Can access & edit filters (settings) - Can access & edit Templates (settings) |
| Settings Management | - Can access and edit contacts (contacts) - Can access & edit Open Orders and Order History (orders) - Can access and edit products (products) - Can access all reports & downloads (reports) - Can access & edit Business rules (automation) - Can edit/access/add integrations (settings) - Can access Scales (settings) - Can access & edit filters (settings) - Can access & edit Templates (settings) |
| Operation Permissions | Allowed Actions |
| Shipping | - Can create Shipment Profiles and Sites (settings) - Can access and change Packaging (settings) - Can edit printer setup (settings) - Can edit/access/add integrations (settings) - Can access Scales (settings) - Can access & edit filters (settings) - Can access & edit Templates (settings) - Can access & edit Business rules (automation) - Can access all reports & downloads (reports) - Can access and edit products (products) - Can access & edit Open Orders and Order History (orders) - Can access and edit Contacts (contacts) - Can access Ready to Ship and edit shipments (shipments) - Can access Shipping History and can send email, clone shipment and reprint labels (shipments) - Can access Manifest/Scan form (shipments) - Can access Documents (shipments) - Can access & edit Pickup (shipments) - Can access & edit Insurance Claims (shipments) - Can import orders/shipments and has access to Ship Now! |
| Address Management | - Can access and edit contacts (contacts) - Can access & edit Open Orders and Order History (orders) - Can access and edit products (products) - Can access all reports & downloads (reports) - Can access & edit Business rules (automation) - Can edit/access/add integrations (settings) - Can access Scales (settings) - Can access & edit filters (settings) - Can access & edit Templates (settings) |
| Purchases | - Can access and edit contacts (contacts) - Can access & edit Open Orders and Order History (orders) - Can access and edit products (products) - Can access all reports & downloads (reports) - Can access & edit Business rules (automation) - Can edit/access/add integrations (settings) - Can access Scales (settings) - Can access & edit filters (settings) - Can access & edit Templates (settings) |
| Reporting | - Can access and edit contacts (contacts) - Can access & edit Open Orders and Order History (orders) - Can access and edit products (products) - Can access all reports & downloads (reports) - Can access & edit Business rules (automation) - Can edit/access/add integrations (settings) - Can access Scales (settings) - Can access & edit filters (settings) Can access & edit Templates (settings) |