Users

Updated 1 year ago by Cory M.

Within ShipStream there are two types of users: Standard Users and Client Users. The Client Users have further limited access to ShipStream features than normal Users. In order to create multiple users who can have limited access for specific tasks, ShipStream allows each user to have their own Role and for Client Users to have their own Client Roles. Additionally, Client Users have their own administrator role that is separate from the primary administrator role to allow for a hierarchy of privileges among Client Roles.

Creating Users

Standard Users

  1. Navigate to System > Users.
  2. Click on Add New User at the top right of the page.
  3. Once you’ve filled out the required fields you may also choose how to grant the new user a password. The options available are to send them a reset password link, or specify a password for them in two additional hidden fields.
  4. The "Login via badge" feature allows for a user to scan a badge code to auto-login.
  5. If you would like to setup the account in advance but leave it inaccessible then you would set “This account is” - Inactive.
  6. On the left side menu, you will notice a User Role section. If you click this section you can choose one of your predefined user roles here. If you don’t have the user role setup yet, you will need to do that by navigating to System > Users then clicking User Roles beside the Add New User button.
  7. If you are happy with the settings, click Save User.

Client Users

  1. Navigate to System > Users then click Client Users at the top right of the page.
  2. Click on Add New Client User at the top right of the page.
  3. Once you’ve filled out the required fields you may also choose how to grant the new user a password. The options available are to send them a reset password link, or specify a password for them in two additional hidden fields.
  4. If you would like to setup the account in advance but leave it inaccessible then you would set “This account is” - Inactive.
  5. On the left side menu, you will notice a User Role section. If you click this section you can choose one of your predefined user roles here. If you don’t have the user role setup yet, you will need to do that by navigating to System > Users then clicking User Roles beside the Add New User button.
  6. If you are happy with the settings, click Save User.

Editing Users / Client Users

Administrators and Client Administrators may edit a User or Client User. To do so, click on their row in the main grid view. From here you may change any information except the Merchant they are associated with.

The administrator may also delete a user from this screen by clicking Delete User at the top right of the “Edit User” pane.

If a user needs a password reset link, this can be sent automatically using the Send Reset Link button on the top right of the “Edit User” pane. This will be sent to the email address saved for the user.

Don't forget to click Save User​ to save the changes.

User Mass-Actions

The User Grid allows for mass-actions to be applied to any number of selected users using the checkbox on the left side of each row in the grid view. With multiple users selected, the admin can use the “Actions” drop-down menu and choose to:

  • Delete PIN Codes - This removes any PIN numbers set by the users selected.
  • Reset Badge Codes - This will re-generate badge codes for the selected users.
  • Login via Badge - This will automatically log in the selected users
  • Export Badge Codes - The administrator can give badge codes to users so they can scan a bar code to quickly log in to their account. Exporting a list of badge codes gives the admin the user name, badge code, and badge URL of all selected users

The Mass-Actions menu is used in conjunction with the Submit button once an action is chosen.

The User Grid

The User Grid shows the following data on each user:

  • ID
  • User Name
  • Full Name
  • Email
  • Role
  • Last Login (not available for Client Users)
  • Login via Badge (not available for Client Users)
  • Status


How did we do?