[ShipperGuide] ShipperGuide User Management

  • Updated

This article will provide information on how to manage your company’s ShipperGuide users. From the “Users” tab in Settings, you can manage user invites, assign or create and edit roles as well as delete users as needed. 

There may be a limit to the number of users per account. Please contact support@shipper.guide if you would like to add additional users.

If you would like to learn more about creating roles, please visit our Help Center article on User Access Management.

Important: Users can only be invited by Admin users. Standard users will have view-only access to the Users page.

To view/edit existing users:

1. Click on the upper right corner of your page.

2. On your Settings page, click Users.

3. All users will be listed within the “Users” section listing the names, role, email address and status of their current ShipperGuide account. 

4. Manage your existing users with the menu options. Depending on the user status, the menu options may differ:

5. Update a user’s Name, Email, or Role using the “Edit” menu option.

Please note only the "Role" can be updated if the user is still in “pending” status.

 

To add/invite a new user:

1. Click on the upper right corner of your page.

2. On your Settings page, click Users.

3. Click

4. A pop-up window will display and enter the new user’s name, email address, select from the drop down the new user’s role.

Please see our article on ShipperGuide User Roles for more details how to select the appropriate role for your new user. 

5. Click to send an invitation email to the user to set up their ShipperGuide account.

 

User Statuses:

- Pending Status: User has been invited to join the ShipperGuide but has not created a password for their account. If a user is still in “Pending” status, from the menu button you can “Edit”, “Resend Invite” or “Cancel Invite.”

- Active Status: User has confirmed their account and is active in ShipperGuide. If a user has confirmed their ShipperGuide account, these users can be edited or deleted as needed.

 

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