Adding a user in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module

You can add users to the system as needed.
Products affected: PitneyShip™ Pro, PitneyShip™ Enterprise, PitneyTrack® Inbound, PitneyAnalytics™, ParcelPoint™ Smart Lockers, Locker Management Module
 

You can add users to the system as needed. Before adding the user, make sure that the role you wish the user to have has already been defined.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

  1. Select Settings > Users.
  2. Select +Add User.
  3. Enter the user's name and email address.
    Add User window
  4. Select the Admin Access Level you want the user to have.
    • User: No admin access
    • Enterprise: Admin access to all divisions and locations
    • Division: Admin access to one or more divisions within the enterprise
    • Location: Admin access to one or more locations within a division
  5. Select the Analytic Access Level you want the user to have. (PitneyAnalytics only)
  6. Select the user's role from the Assign Roles menu. The role defines the tasks the user is allowed to perform.
  7. Select the user's location from the Select Location menu.
  8. Select the Carrier Accounts the user will have access to. (Shipping & Mailing/SendPro 360 only)
  9. Select the user's Default Carrier Account(s). (Sending/PitneyShip Pro only)
  10. Select the Cost Accounts the user will be allowed to use. (Sending/PitneyShip Pro and ParcelPoint Smart Lockers only)
  11. Select the Default Cost Account for the user. (Sending/PitneyShip Pro and ParcelPoint Smart Lockers only)
  12. Select Save and Close.
    The user will receive a welcome email message.

To resend an invitation, select the Resend Email icon next to the user.
Resend Email icon on Users screen

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UPDATED: September 11, 2024