I. Introduction

II. Instructions

I. Introduction

Once you've activated your account and are ready to go with ShipMonk, you may want to add extra users to your account. By adding new users to your account, you can give access to your team to ShipMonk's powerful inventory and order management systems so that work can get done even when you're not directly logged in.

II. Instructions

Step 1. Hover over the settings gear icon on the top right-hand corner of your screen and click on "Users". 

Step 2. Click "Create User"

Step 3. Fill out the pertinent information for this new user, and click "Save".

Step 4. Once "Save" is clicked, a blue text box should appear in the top-right corner of the screen confirming that a user was created. You should then be able to see the new user you created by going to the "Users" section.

User Permissions. One of the fields that will need to be selected is User Role. A summary of the roles and their permissions is below:

Permission Roles
Account ManagerNo Restrictions, full access to ShipMonk portal
Account UserUnable to create new users
Account User w/o BillingUnable to create new users or view billing
Account User Read OnlyUnable to make edits to any section of ShipMonk and unable to see billing.

Step 5. The new user will receive an email confirmation to the email address you entered in their user information. Once they open their account confirmation email, click the link inside, and set a password, their account will be verified and they'll be good to go.

You're done!