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How to Manage Users for your Organization
How to Manage Users for your Organization
Updated over 3 months ago

You are able to add, edit, and delete users using the Team Management section of the Shipper TMS. This allows you to control who has access to your company's profile as you grow.

Click the gear icon in the lower left hand corner to view the Settings.

Click on User Settings

Select Team Management from the menu that appears.

Click on Team Management…

In the Team Management page, you can view current users and their contact information, their role within the organization, and any users you have deleted/disabled.

Click on Team Management (3)…

To modify current users, click the three dots.

Click on highlight

Here you can either Edit or Disable a user. Click Edit to change the user's contact information.

Click on Edit

You can change the user's First Name, Last Name, Phone, and Role. There are two different roles for you to select from: Administrator and Operations. An Administrator is to add or edit users, whereas the Operations role cannot. If the user needs to change their email address, you will need to disable the outdated user profile and create a new one.

Click on SAVE

Click the + to create a new users.

Click on highlight

Enter the new user's Email and click NEXT.

Click on dialog

All fields are required to continue - include the new user's First Name, Last Name, Phone, Email, and Role. Click SAVE to invite the new user or CANCEL to discard the new user.

Click on dialog
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