Managing users in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module

You can add, edit, delete, import, and export users of the system as needed.

• Viewing users
• Adding a user
• Editing a user
• Deleting a user
• Importing users
• Exporting users

Viewing users

You can view all of the users in the system or search for individual users or groups of users.

1. Select Settings > Users.
2. To filter the list by user status, select the All Users menu.
3. To search for a user, enter part of the first name, last name, or email address in the Search field and press Enter or click Search. The search is not case-sensitive.
   Note: If your enterprise has more than 900 users, you can only search by complete email address.  If your enterprise has fewer than 900 users, you can also search by name or email address.

If your organization uses Single Sign-On (SSO), your Users screen will have different options.

1. Select Settings > Users.
2. To filter the users by SSO status, select the SSO Users menu.
3. Choose which field to search by:
   • To search by email address, select Email from the Search By menu.
   • To search by name, select Name from the Search By menu, then select either First Name or Last Name from the next menu that appears.
4. Enter part of the email address, first name, or last name in the Search field and press Enter or click Search. The search is not case-sensitive.

Adding a user

You can add users to the system as needed. Before adding the user, make sure that the role you wish the user to have has already been defined.

1. Select Settings > Users.
2. Select Add User.
3. Enter the user's name, email address, and employee ID if using.
   
4. Select the Admin Access Level you want the user to have.
   • User: No admin access
   • Enterprise: Admin access to all divisions and locations
   • Division: Admin access to one or more divisions within the enterprise
   • Location: Admin access to one or more locations within a division
5. Select the Analytic Access Level you want the user to have. (PitneyAnalytics only)
6. Select the user's role from the Assign Roles menu. The role defines the tasks the user is allowed to perform.
7. Select the user's location from the Select Location menu.
8. Select the Carrier Accounts the user will have access to. (Shipping & Mailing only)
9. Select the user's Default Carrier Account(s). (Shipping & Mailing only)
10. Select the Cost Accounts the user will be allowed to use. (Shipping & Mailing and ParcelPoint Smart Lockers only)
11. Select the Default Cost Account for the user. (Shipping & Mailing and ParcelPoint Smart Lockers only)
12. Select Save and Close.

The user will receive a welcome email message. This email will expire after 7 days.

To resend an invitation, select the Resend Email icon next to the user.

Editing a user

You can edit users if you need to change their name, role, or permissions.

1. Select Settings > Users.
2. Locate the user you wish to edit using the search box and filters at the top.
3. Select the Edit User icon next to the user you wish to edit.
   
4. Change the user's information as needed.
5. Select Save and Close.

Deleting a user

If a user account is no longer needed, you can delete it.

1. Select Settings > Users.
2. Locate the user you wish to delete using the search box and filters at the top.
3. Select the Delete User icon next to the user you wish to delete.
   
4. Select Delete.

Importing users

You can import a CSV file of your users. Import files are limited to 1 MB in size.

1. Select Settings > Users.
2. Select Import Users.
3. Select the Admin Access Level you want to assign to the imported users.
4. (Optional) To use a template to create your import file, select Download a .csv template. The file sample-user-import.csv will be downloaded. You can insert your users into this template, or copy the headers (first row) from this template into your own users file.
5. Create your users list in CSV format. Be sure to fill in the division and location for each user. If the location you specify for a user does not already exist, it will be added. If you leave the location set to "default" in the CSV file, a location named default will be added to the system.
6. Select Choose File, select the CSV file that contains the users you wish to import, and select Open.
7. Select Continue.
8. In the Import Users window, match your CSV file fields in the Your CSV Fields column with the PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, and the Locker Management Module fields in the User Fields column.
9. Select Import.

Exporting users

You can export a .csv file of your users. If you use Single Sign-On (SSO), you can also export a ZIP file of users from the system automatically on a fixed schedule to an SFTP server.

• Exporting manually
• Exporting automatically on a schedule
• Export file status

Exporting manually

1. Select Settings > Users.
2. Select Export > Manual.
3. Follow your web browser's prompts to save the file. (The exact steps will vary depending on your browser settings.)

Exporting automatically on a schedule

Administrators of enterprises using Single Sign-On (SSO) can export a ZIP file of users from the system automatically on a fixed schedule to an SFTP server.

1. Select Settings > Users.
2. Select Export > Automatic.
3. Under User Template and Folder Access, enter the Folder Path and SFTP Server URL.
4. Select the Authentication Option you wish to use.
   • If you selected Password, enter the SFTP Username and Password.
   • If you selected SSH Keys (PEM Format), enter the Username, then select Choose File and upload your SSH Key file in PEM format.
5. Select the Test Access button to test the connection.
6. Select Notifications.
7. Enter the email address(es) you want to be notified if the import fails.
8. Select Schedule.
9. Select the Days and Time you wish the import to occur.
10. Select Save Configuration.

Select the Automatic Export List tab to view your saved configurations and the history of your scheduled exports.

Export file status

If the export file is large, it may take some time to process. If you see this note, click Copy job id or note the job id so that you can check the status and download the file once it is finished.

Select the Import/Export Status button to view the status.

When the processing is complete, a download icon will appear next to it. Select the download icon to download the file.

Related topics

• Adding a role

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.