Adding users in SendPro Online or PitneyShip

You can add users to the system as needed.
Products affected: SendPro® Online, PitneyShip™, SendPro® Tablet, SendPro® C Lite, SendPro® C, SendPro®+, SendPro® Auto (2H00, 8H00, 9H00)

You can add users in SendPro Online or PitneyShip by "inviting" them. These users can be used to sign in to the SendPro Tablet and the shipping label application on SendPro C Lite, SendPro C, SendPro+, SendPro C Auto devices.

Only users with the role of Admin can perform this procedure.

Select your software version

There are currently two versions of our shipping software. Click on the image that matches your Home screen to view the instructions for your version.

SendPro Online classic version Home screenPitneyShip Home screen

PitneyShip (new)

 

SendPro Online (classic) SendPro Online classic Home screen thumbnail

  1. Select Settings > User Management.
  2. Select Invite.
    Note: If your subscription does not allow for multiple users, the Invite option is disabled. To upgrade your subscription to one that allows for more users, select the Click to see upgrade options link next to the Want to invite more users? notice in the upper right.
  3. Enter the new user's email address into the email address field. To add more than one email address, press Enter after each address.
  4. Select a role (Admin or User) from the Role menu. The selected role applies to all users you are inviting. You can change their role later if needed.
  5. If you have a multi-location subscription, select a Location for the invited user.
  6. Select Invite. Each invited user receives an email and appears in the list of users with a Status of Invited.

Once the invited user receives the email, they should follow these steps to sign in within 7 days:

  1. Select the Sign In link in the email.
  2. Enter a name and a password if prompted.
  3. Sign in.

Resending expired invitations

User invitations expire after 7 days. If an invitation has expired, the Admin can resend the invitation. For multi-location invitations, the Admin can resend invitations for all locations, while Location Admins can resend invitations for users at their location only.

To resend an invitation:

  1. Select Settings > User Management.
  2. Select the user settings icon to the right of the status field for the desired user. SendPro Online user settings icon
  3. Select Resend invitation.

 

PitneyShip (new) PitneyShip Home screen thumbnail

Note: If PitneyShip is set up with Single Sign-On (SSO), this page will look different. Contact your internal administrator for more information.

  1. Select Settings > Manage Users.
  2. Select +Add User.
  3. Enter the new user's name and email address.
  4. Select the user's role from the Assign Roles menu. The role defines the tasks the user is allowed to perform.
  5. Select Save and Close. The user will receive a welcome email message.

Resending expired invitations

If an invitation has expired, the Admin can resend the invitation. 

  1. Select Settings > Manage Users.
  2. Select the Resend Email icon next to the desired user.
    Resend icon
  3. Select Resend.

UPDATED: November 07, 2022