# User Management

## Q: How can I create a new user?

A: You can create users in the <code class="expression">space.vars.Product\_pLApp</code> if you have been assigned the Account Setup Admin group or User Management role.

<details>

<summary>Create a new user</summary>

To create a new user:

1. Click **User Management** in the Admin navigation pane.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FXSEK7Z0O2rqUEkqkqEt7%2FUserMgmtOption.png?alt=media&#x26;token=96685c12-ebaf-4aeb-94f1-8b12e66e918c" alt="User Management navigation option" width="116"><figcaption></figcaption></figure></div>

   The Users page will display.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FynCWGrNGGR2Mfq3m146p%2FUsersPage.png?alt=media&#x26;token=7dabf6fb-51ee-48e9-aa33-781916170863" alt="Users page" width="563"><figcaption></figcaption></figure></div>
2. Click **Add User**.

   The Add User page will display.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FZn81wQycuVeA9ZkpSssD%2FUsersPageAdd.png?alt=media&#x26;token=03edb27b-81c3-4411-b523-88c650f4da83" alt="Add new users page" width="563"><figcaption></figcaption></figure></div>
3. In the user details, section, do one or more of the following:
   * Enter the user’s first name.
   * Enter the user’s last name.
   * Enter the user’s email address.
   * Enter the user's phone number.
   * Enter the user's job title and role profile.
   * Select a locale for the user.
   * Select the user's marketing preferences.
4. In the permissions section, do one or more of the following:
   1. Assign groups to the user.
   2. Assign roles to the user.
   3. Assign accounts to the user.
5. Click **Save**.

The new user is created and will receive an email allowing them to set their password.

</details>

{% hint style="info" %}
You can also directly access user management if you are signed in and authorized using the following link.

:busts\_in\_silhouette: [User Management in the parcelLab App](https://app.parcellab.com/service/account/user/)
{% endhint %}

## Q: How many users can I create?

A: There is no limit to the number of users you can create in the <code class="expression">space.vars.Product\_pLApp</code>.

## Q: How can I deactivate a user?

A: You can deactivate users in the <code class="expression">space.vars.Product\_pLApp</code> if you have been assigned the Account Setup Admin group or User Management role.

<details>

<summary>Deactivate a user</summary>

To deactivate a user:

1. Click **User Management** in the Admin navigation pane.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FXSEK7Z0O2rqUEkqkqEt7%2FUserMgmtOption.png?alt=media&#x26;token=96685c12-ebaf-4aeb-94f1-8b12e66e918c" alt="User Management navigation option" width="116"><figcaption></figcaption></figure></div>

   The Users page will display.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2FynCWGrNGGR2Mfq3m146p%2FUsersPage.png?alt=media&#x26;token=7dabf6fb-51ee-48e9-aa33-781916170863" alt="Users page" width="563"><figcaption></figcaption></figure></div>
2. Select the user account that you want to remove.\
   The Change User page will display.

   <div align="left"><figure><img src="https://1156682959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LPf1Lv1YUuLYva6LrXQ%2Fuploads%2F3i8X8ZgsozFGrGg0Twk8%2FUsersPageEdit.png?alt=media&#x26;token=a0cc49bb-d466-4ef1-9d38-e0e91a158ea1" alt="Change User page with Active check box to deactivate a user" width="563"><figcaption></figcaption></figure></div>
3. In the Permissions section, deselect the **Active** toggle.
4. Click **Save**.

The user account is deactivated.

{% hint style="info" %}
You can permanently delete a user account via the Delete User button in a user’s record.
{% endhint %}

</details>

## Q: What roles can I assign to users?

A: Users can be set up with various access rights based on the following permissions. Each permission corresponds to a module or specific function within the <code class="expression">space.vars.Product\_App</code>.

Group permissions enable users access to a set of features in the <code class="expression">space.vars.Product\_App</code>. The available groups that can be assigned to a user are described in the following table.

<table><thead><tr><th width="346">Group</th><th>Description</th></tr></thead><tbody><tr><td>Trackings and Communication Access</td><td>Users can access the <strong>Trackings</strong> and <strong>Communication</strong> modules to view trackings and communication data for outbound and return shipments.</td></tr><tr><td>Configuration Admin</td><td>Users can edit, save and publish configuration changes in the App. This group permission includes access to the <strong>User Management</strong> section in the <strong>Admin</strong> module.</td></tr><tr><td>Account Setup Admin</td><td>Users will be able to access the <strong>Admin</strong> module to manage your account setup and API integrations. </td></tr></tbody></table>

Role permissions enable users access to specific functions in the <code class="expression">space.vars.Product\_App</code> and are grouped into related categories. The available roles that can be assigned to a user are described in the following table.

<table><thead><tr><th width="200.3671875">Category</th><th width="269.77734375">Role</th><th>Description</th></tr></thead><tbody><tr><td>Core Access Bundles</td><td>Customer Service Agent</td><td>Users will be able to view tracking and communication data and initiate claims and returns in the <strong>Trackings</strong> and <strong>Communication</strong> modules.</td></tr><tr><td>Tracking &#x26; Orders</td><td>Trackings View: Expert Mode</td><td>Users can view raw checkpoint data for trackings in the <strong>Trackings</strong> module.</td></tr><tr><td>Tracking &#x26; Orders</td><td>Export Permissions (included in Account Setup Admin group)</td><td>Users can request data exports for the <strong>Trackings</strong> and <strong>Communication</strong> modules.</td></tr><tr><td>Tracking &#x26; Orders</td><td>Deprecated: Allowed to see Trackings &#x26; Watchlist (included in Trackings &#x26; Communication Access group)</td><td><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This role is deprecated and has been replaced by the Trackings &#x26; Communication group or roles.</p></div><p>Users can view and manage tracking data in the Trackings module.</p></td></tr><tr><td>Tracking &#x26; Orders</td><td>Deprecated: Allowed to see Messages</td><td><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This role is deprecated.</p></div><p>Users can view messages in the Communication module.</p></td></tr><tr><td>Communication &#x26; Journeys</td><td>Experience Design Manager (included in Account Setup Admin group)</td><td>Users will be able to edit and save changes in the <strong>Journey Manager</strong> within the E<strong>xperience Design</strong> module.</td></tr><tr><td>Communication &#x26; Journeys</td><td>Experience Design Admin (included in Configuration Admin group)</td><td>Users will be able to edit, save and publish changes in the <strong>Journey Manager</strong> within the <strong>Experience Design</strong> module.</td></tr><tr><td>Communication &#x26; Journeys</td><td>Campaign Manager (included in Account Setup Admin group)</td><td>Users will be able to create, edit, save and publish campaigns in the <strong>Campaign Manager</strong> within the <strong>Experience Design</strong> module.</td></tr><tr><td>Communication &#x26; Journeys</td><td>On-demand Message Admin</td><td>Users can create, edit, and execute on-demand messages.</td></tr><tr><td>Returns</td><td>Return Experience Manager</td><td>Users will be able to edit and save configuration changes in the <strong>Returns</strong> module.</td></tr><tr><td>Returns</td><td>Returns Admin</td><td>Users will be able to edit, save and publish configuration changes in the <strong>Returns</strong> module.</td></tr><tr><td>Promise &#x26; Delivery</td><td>Promise Configuration Admin (included in Account Setup Admin group)</td><td>Users will be able to edit, save and publish configuration changes in the <strong>Promise</strong> module.</td></tr><tr><td>Analytics &#x26; Reporting</td><td>Reporting &#x26; Analytics (included in Account Setup Admin group)</td><td>Users can access the <strong>Analytics</strong> reports in <strong>Trackings</strong>, <strong>Communication</strong>, <strong>Returns</strong>, <strong>Campaign Manager</strong> and <strong>Promise</strong> if available for the account.</td></tr><tr><td>Analytics &#x26; Reporting</td><td>Survey Admin</td><td>Users can create, edit, save and publish surveys in the <strong>Smart Survey</strong> section within the <strong>Experience Design</strong> module.</td></tr><tr><td>Analytics &#x26; Reporting</td><td>Custom Analytics Member</td><td>Users can access the custom dashboards in the <strong>Premium Analytics</strong> reporting feature.</td></tr><tr><td>Analytics &#x26; Reporting</td><td>Custom Analytics Admin</td><td>Users can create, edit, and save custom dashboard changes in the <strong>Premium Analytics</strong> reporting feature.</td></tr><tr><td>Account &#x26; User Management</td><td>User Management (included in Account Setup Admin group)</td><td>Users can manage user accounts (that is: create, edit, and deactivate users, and assign individual user permissions) in the <strong>Admin</strong> module.</td></tr><tr><td>Account &#x26; User Management</td><td>Data Request Removal Admin (included in Account Setup Admin group)</td><td>Users can request data removal and data provision exports according to GDPR. </td></tr><tr><td>Account &#x26; User Management</td><td>Manage API Tokens (included in Account Setup Admin group)</td><td>Users can view and edit API tokens in the <strong>Admin</strong> module.</td></tr><tr><td>Account &#x26; User Management</td><td>Notification Center (included in Configuration Admin and Account Setup Admin groups)</td><td>Users can view notifications and alerts for their parcelLab account in the <strong>Notifications Center</strong>.</td></tr><tr><td>Developer &#x26; Integrations</td><td>App Admin</td><td>Users can create and edit apps in the App Store module.</td></tr></tbody></table>

{% hint style="info" %}
Admin users with the Account Setup Admin group or User Management role can also assign the following elevated roles to users in your organization:

* Experience Design Admin
* Returns Admin
* Trackings View: Expert Mode
* On-demand Message Admin
  {% endhint %}

## Q: Does parcelLab support Single Sign-On (SSO)?

A: Yes. parcelLab supports Google's G Suite SSO and Microsoft Azure AD via OAuth2.0.

{% hint style="info" %}
For further information on SSO, see [how to implement SSO for your company's parcelLab access](https://docs.parcellab.com/docs/platform/security-compliance/single-sign-on).
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.parcellab.com/docs/onboarding/user-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.