Skip to main content

User Management within the EasyPost Dashboard

Updated

In the fast-growing ecommerce landscape, efficient and secure operations are crucial. EasyPost’s roles-based access control within the dashboard enables precise management of user roles and permissions. This guide provides instructions on adding, editing, and disabling users, ensuring teams can access necessary data securely without exposure to sensitive information.

Roles and Permissions

Understanding the various user roles and permissions in the EasyPost Dashboard is key to effective user management. 

Role Description
Admin Agent Complete access to the EasyPost Dashboard, including the Members tab.
Business Operations Agent Complete access to the EasyPost Dashboard, but cannot access Member Management.
Developer Agent Access to menus that support integration. This includes Shipments, Carriers, API keys, and more.
Shipper Agent

Access to view and manage shipping-related menus only.

  • Shipments: View shipment history and request CSV reports.
  • Buy A Label: Generate and print shipping labels, add package insurance or carbon offsets, and request refunds.
  • Reports: View previously generated reports. 
  • User Account: Update account info and password.
Billing Operations Agent

Access to view and manage billing-related items:

  • Billing: View and manage wallet settings, payment methods, billing reports (Payment Logs, Cash Flow, Adjustments, Refunds), and more.

Step-by-Step Instructions

Add a User

  1. Log in to EasyPost and navigate to Account Settings. 
  2. Select the Members tab. (Only Admin Agents have access) 
  3. Select Add User to the right of the screen. 
  4. Input the Email address of the new user.
  5. Choose the designated role for the new user from the list of Permissions.
  6. Select Send Invitation. An invitation will be sent to the new user. Once the user accepts the invitation and creates their login credentials, their status will update in the Members tab.

Edit or Disable a User

  1. Log in to EasyPost and navigate to Account Settings. 
  2. Select the Members tab. (Only Admin Agents have access) 
  3. Find the user in the list and select the three stacked dots (Ellipsis or Kebab Menu) to view more options. 
    • Edit role: Used to change the permission level of the user.
    • Disable user: Removes all user permissions. 

Disabled users can easily be re-enabled by following Step 3 above and selecting Enable User.

FAQs

Q: Is there a maximum number of users that can be added?

A: Yes, the maximum number of additional users is 50.

Q: Is there a cost per additional user?

A: No, it is currently free to add additional users. 

Q: Can I customize the user access?

A: No, each role has predefined access (described above) that cannot be changed by the Account Admin.

Q: Can I add multiple admin agents?

A: Yes, multiple agents can be added with comprehensive access to the EasyPost Dashboard. 

Related to

Related articles