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      How to manage your Team members on ShippyPro

      Discover how to manage all your ShippyPro accesses in one single place

      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! ✨

       

       

      Summary:

      1. How to access and manage Teams settings in ShippyPro

      2. Unlock the benefits of ShippyPro Teams

      3. Enable Teams functionality

        1. Accessing Teams settings

        2. Adding a new team member

        3. Edit team member information

        4. Custom roles

      4. FAQs

      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.

      2. 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

      • Enhanced collaboration

      • Customized access control

      • Smooth onboarding

      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

       

      3. Enabling Teams functionality

      Before you can start using the Teams feature, you need to have it enabled for your account. If you're interested in activating this functionality, please reach out to us at sales@shippypro.com for more information. We would be happy to assist you in getting this feature set up 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.

      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:

        • First Name

        • Last Name

        • Email

      • Assign a single role or click on "create a Custom Role" if you want to assign more than one role.

      Edit team member information

      If you need to make changes to a teammate's information, follow these steps:

      • Select the three dots found on the right side in the Actions column.

      • 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.

      If you want to add more roles, create a Custom role or choose from those already present 

      Custom roles

      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 (multiple selections are allowed)

      • Choose from predefined roles:

        • Label Creator: can access the entire Label Creator section (except Shipping Rules)

        • Track & Trace: can access the entire Track & Trace section

        • Easy Return: can access the entire Easy Return section

        • Ship & Collect: can access the entire Ship & Collect section

        • Marketplace Connections: can access the Marketplace/Store section

        • Carrier Connections: can access the Carrier section

        • Settings: can access the entire Utilities section

        • Administration: can access the My Profile, My Addresses and Parcels, Plans, Payments section 

        • Integrations: can access the entire API section

        • Shipping Rules: can access the Label Creator > Shipping rules section

        • Analytics: can access the entire Data section

      • Click "Confirm" to save the role assignment.

       

      4. FAQs

      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.

      Is this functionality available for all plans?

      Contact sales@shippypro.com for the activation