# 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 %}