Table of Contents

User Management

Within ShipStream there are two types of users: Organization Users (or just "Users") and Client Users. The Client Users' access to data and features is limited to the data of a single Merchant and the functionality that a client of a 3PL would require as opposed to the employees of a 3PL organization which can access data from all merchants and functionality pertaining to warehouse operations.

Practicing the Principle of Least Privilege is recommended and to help you do this, you can create any number of User Roles and User Groups which can then be assigned to your users to limit their access as needed.

Adding 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 login without a password.
  5. Click the User Role tab in the left sidebar and choose a User Role for the user.
If you don’t have the desired Role setup yet, you will need to do that by navigating to System > Users then clicking User Roles.
  1. Click Save User.

Adding 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. Click the User Role tab in the left sidebar and choose a Client User Role for the user.
If you don’t have the desired Role setup yet, you will need to do that by navigating to System > Users then clicking Client Users and then Client User Roles.
  1. Click Save User.

Editing Users / Client Users

Organization Users with a role containing the System > Permissions > Users permission may edit both Organization Users and Client Users. Client Users with the same permission may, of course, only manage Client Users belonging to the same Merchant.

If a user needs a password reset, the most secure way to accomplish this is to send a password reset link to their email address. This can be done with one click by clicking Send Reset Link on the “Edit User” page. An email with instructions will be immediately sent to the user's email address. This method ensures that a user's password is not persisted in an email which could be compromised at some point in the future.

User Mass Actions

The Users 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 one or more users checked, you can use the “Actions” drop-down menu and choose to:

  • Delete PIN Codes - Reset the PIN of the selected users
  • Reset Badge Codes - Generate new badge codes for the selected users
  • Login via Badge - Set whether users are allowed to login with a Badge Code
  • Export Badge Codes - Export Badge Codes to a CSV file
    • This action requires the Export Badge Codes permission
  • Assign to Group - Assign the selected users to the selected User Group.

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Warehouses

User Roles

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