ShippyPro Teams allows you to manage all your Team members who have access to your account in a flexible and totally secure way, all in just a few clicks! ✨
1. How to access and manage Teams settings in ShippyPro
We understand the importance of collaboration and effective team management in streamlining your shipping processes. That's why we offer the Teams functionality, which allows you to work seamlessly with your teammates. In this article, we'll guide you through accessing and utilizing the Teams settings within your ShippyPro account.
Unlock the benefits of ShippyPro Teams 🌟
Our Teams feature offers a range of benefits designed to streamline your shipping operations and elevate your team's efficiency. Let's explore the advantages of utilizing ShippyPro Teams within your workflow:
Effortless team management
Seamless role assignment
Customized access control
Improve collaboration, security, and efficiency. Here are some practical examples of how our customers have used it:
Customer Care: can access only to Track & Trace to manage customer inquiries.
Warehouse: can access only to Label Creator and Picking Lists generated from the platform or via API.
IT Team: can access only to API integration sections
2. Enabling Teams functionality
Before you can start using Teams, you need to have the functionality enabled. If you're interested in using Teams, please reach out to our dedicated support team. They'll be happy to assist you in enabling this feature for your account.
Accessing Teams settings
Once the Teams functionality is enabled for your account, follow these steps to access the Teams settings:
Log in to your ShippyPro account.
Click on your name located under the Profile section.
Select "My Profile" from the dropdown menu.
On the next page, you will find the "Teams" tab.
Click on it to enter the Teams settings.
Upon entering the Teams tab, you'll gain a comprehensive overview of all your teammates. Here, you can easily manage your team members and their roles.
Adding a new team member
Adding a new member to your team is a quick and straightforward process:
Click on the "Create a new team" button.
Enter your teammate's details:
Editing teammate information
If you need to make changes to a teammate's information, follow these steps:
Click on the three dots located on the right side of the teammate's entry.
Choose "Edit" from the dropdown menu.
You can update the Name and Last Name, but please note that you cannot change the email address associated with the user. If you need to update the email, add a new teammate account.
Assigning roles to your team members is essential for effective collaboration. Here's how you can do it:
Click on the "+" icon to add a new role.
Choose from predefined roles such as Label Creator, Track & Trace, Easy Return, Live Checkout, Marketplace Connections, Carrier Connections, Settings, Administration, Integrations, Shipping Rules, Analytics, and Basic.
Alternatively, you can create a custom role by clicking on "Create a custom role." Provide a Name, Description, and set Page Permissions as needed.
Click "Confirm" to save the role assignment.
Q: I sent an invitation to my team member, but they're requested to create a new ShippyPro account. They already have an active account.
In this case, follow these steps:
The Admin sends the invitation (valid for 1 day).
The teammate must be logged into the website.
The teammate clicks on the email link.
The teammate is directed to the 'Enter team' page.
The teammate clicks the final button to enter the team.
Once logged in, the teammate sees "This is your team profile" and the Admin's email.
Q: Is this functionality available for all plans?
No, the Teams functionality is available exclusively with the Professional plan.
You're now ready to manage all your ShippyPro Team members and Team roles more easily than ever, so to take your shipping experience one step further! 🚀