Team Management and Permissions

Team Management and Permissions

Giving your warehouse staff full admin access is a recipe for disaster — one wrong click deletes your carrier settings or changes your billing info. But locking everyone out means you're the bottleneck for every label reprint and address correction.

The right setup: role-based permissions where each team member sees exactly what they need. Here's how to configure team access without creating security gaps or workflow bottlenecks.

Adding Team Members

1. Go to Settings → Team
2. Click Invite Team Member
3. Enter their email address
4. Select a role
5. Send invitation

The invited member receives an email to join your organization.

User Roles

Owner

Full access to all features:

• Manage billing and subscriptions
• Add/remove team members
• Access all reports
• Configure carrier accounts
• Delete organization

Admin

Manages daily operations:

• Create and void labels
• Manage team members (except Owner)
• View all reports
• Configure integrations
• Cannot access billing

Shipping Manager

Focused on shipping tasks:

• Create and print labels
• Manage orders
• Schedule pickups
• View shipping reports
• Cannot manage team or integrations

Warehouse Staff

Limited to essential functions:

• Create labels for assigned orders
• Print labels
• View own shipment history
• Cannot void labels or access reports

Custom Permissions

Create custom roles with specific permissions:

Available Permissions:

Permission Groups

Group permissions by function:

Fulfillment Team:

• Create labels ✓
• Print labels ✓
• View orders ✓
• Schedule pickups ✓
• Access reports ✗

Finance Team:

• View billing ✓
• Export reports ✓
• Create labels ✗
• Manage team ✗

Activity Logging

Track team activity:

• View who created each label
• See login history
• Monitor permission changes
• Export audit logs

Best Practices

1. Principle of least privilege - Give only necessary permissions
2. Regular audits - Review team access quarterly
3. Remove promptly - Disable accounts for departed employees
4. Use groups - Manage permissions by role, not individual
5. Enable 2FA - Require for all team members

Managing Access

Deactivating Users:

1. Go to Settings → Team
2. Find the team member
3. Click "Deactivate"
4. Confirm action

Deactivated users cannot log in but their history is preserved.

Transferring Ownership: Contact support to transfer organization ownership to another admin.