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Creating & Managing Users

How to create and manage users with different permissions.

Zaid Shahatit avatar
Written by Zaid Shahatit
Updated over a week ago

Each team member requires a user to access ShipHero platforms and mobile applications. As a best practice, we recommend that every team member has a unique user and not share user credentials.

In this article, you will learn how to create new users, as well as how to manage user permissions to allow different team members to have different levels of access.

How to Create a User

To create a new user, you need to navigate to the Users and Roles page. You can navigate to this page from the app.shiphero.com platform by going to My Account > Users, or the shipping.shiphero.com platform by opening the side menu and clicking on Users & Roles.

  1. On the Users tab, click the Create User button in the top right corner of the page.

  2. Fill in the user Details and Settings; all fields marked with an asterisk are required. Then click the Continue button to move to the next section.

  3. Check the boxes next to each App Setting that is required for the user and hit Continue again.

  4. Check the box next to the Role(s) that apply to the user or close the window if a role will be assigned later.

Password Minimum Requirements

  • A minimum of 15 characters

  • At least 1 lowercase letter

  • At least 1 uppercase letter

  • At least 1 digit

  • At least 1 special character

User Settings Definitions

Below is the list of the settings available for users; additional information is available for those with hyperlinks.

Details Section

Setting

Definition

Multi-factor authentication (Toggle On/Off)

Multi-factor authentication (MFA) is a multi-step account login process that requires users to enter more information than just a password.

Activate User (Toggle On/Off)

On by default when creating a new user. Toggle this off when a user needs to be deactivated.

Admin (Toggle On/Off)

This role has full permissions and can create/update roles.

Email Already in Use

If you encounter an error stating an email is already in use on another account, it means the email is associated with a different ShipHero account. Each user must have a unique email address. Consider using a different email address for the new user, or contact 247 Support for assistance.

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