Purpose: You can now share access to your Sendcloud account with your employees, and limit their usage to only the parts of the platform which are relevant to their function. In this article we explain how you can manage and add new sub-users to your account with the user management feature.
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User management
You might have multiple employees who need access to Sendcloud features so they can process orders, but you may not necessarily want them to also have access to private information or account settings. That's why we've developed this beta version of the user management feature.
This feature allows you to add multiple users to a single Sendcloud account and assign them different roles.
What is a sub-user?
Sub-users automatically have access to a predefined view of the Sendcloud platform. They can be invited via email and once accepted they'll be visible in the panel as a sub-user. The access they have depends on the roles they've been assigned. Each sub-user can be assigned multiple roles. For example: the Shipping role and the Pickups role.
If a sub-user tries to access an area of the platform that they don't have access to, a pop-up window will inform them that their access is restricted and to contact the main account holder (admin) for assistance. Please note that by enabling agent login permission, you are also granting this permission to all sub-users associated with the main account.
Roles
Sub-users can have different roles assigned to them. Each role has different levels of access . In the table below you can find all the roles and a short description of what each role means.
| Role | Description |
| Admin | As an admin you have access to everything in your Sendcloud account. This includes manager all user roles within the panel. |
| Packer (legacy) | This role is a combination of the Customer Support role and the Shipping role. It focuses on label creation, managing pickups but Packer also gives access to support tickets. |
| Finance | The Finance role offers access to things like pricing, export reports, invoices and the subscription plans |
| Marketing | The Marketing role focuses on the customer facing features. This includes the Tracking page, branding and the Return portal. |
| Customer support | Customer support has access to support tickets, label data and the ability to resend return labels. |
| Analytics | This role gives permission to download export reports and look at the analytics. |
| Pickups | The Pickups role can request pickups and create pickup reports. |
| Returns | With the Returns role you can manage created return labels and view parcel data. |
| Shipping | The Shipping role offers access to creating/cancelling labels and viewing parcel data. |
| Warehouse manager | A Warehouse manager has access to most things. They can configure all shipping-related settings such as Pack&Go, shipping rules, print settings and manage integrations and order uploading. However, you can't access the (financial) account information or branding/tracking pages. |
How to add and manage users
Add users
You can add users by going to Settings > Users in your Sendcloud account.
- Enter the email address of the person you want to add to your account as a sub-user
- Choose their preferred language (from any of the 7 currently supported languages) from the dropdown menu
- Select the role(s) they should be assigned
- Click
Send inviteto send an invitation email to the email address you provided
- Each invitation sent will have a lifetime of 7 days from the moment you invite a member. If the invitation expires, you'll be able to send them a new invitation by clicking the
Resendbutton. - If an invitation expires before it's accepted and the account isn't yet created, you can revoke the invitation by clicking the
Revokebutton.
Manage users
You can manage users by going to Settings > Users > Active users. Here you can find the already active users and their assigned roles. As an admin you'll be able to delete other sub-user accounts.