User Management
Users with the relevant access rights can manage user accounts in the parcelLab App.
Q: How can I create a new user?
A: You can create users in the parcelLab App if you have been assigned the Account Setup Admin group or User Management role.
Create a new user
To create a new user:
Click User Management in the Admin navigation pane.
The Users page will display.
Click Add User.
The Add User page will display.
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.
In the permissions section, do one or more of the following:
Assign groups to the user.
Assign roles to the user.
Assign accounts to the user.
Click Save.
The new user is created and will receive an email allowing them to set their password.
You can also directly access user management if you are signed in and authorized using the following link.
Q: How many users can I create?
A: There is no limit to the number of users you can create in the parcelLab App.
Q: How can I deactivate a user?
A: You can deactivate users in the parcelLab App if you have been assigned the Account Setup Admin group or User Management role.
Deactivate a user
To deactivate a user:
Click User Management in the Admin navigation pane.
The Users page will display.
Select the user account that you want to remove. The Change User page will display.
In the Permissions section, deselect the Active toggle.
Click Save.
The user account is deactivated.
You can permanently delete a user account via the Delete User button in a user’s record.
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 App.
Group permissions enable users access to a set of features in the App. The available groups that can be assigned to a user are described in the following table.
Trackings and Communication Access
Users can access the Trackings and Communication modules to view trackings and communication data for outbound and return shipments.
Configuration Admin
Users can edit, save and publish configuration changes in the App. This group permission includes access to the User Management section in the Admin module.
Account Setup Admin
Users will be able to access the Admin module to manage your account setup and API integrations.
Role permissions enable users access to specific functions in the App and are grouped into related categories. The available roles that can be assigned to a user are described in the following table.
Core Access Bundles
Customer Service Agent
Users will be able to view tracking and communication data and initiate claims and returns in the Trackings and Communication modules.
Tracking & Orders
Trackings View: Expert Mode
Users can view raw checkpoint data for trackings in the Trackings module.
Tracking & Orders
Export Permissions (included in Account Setup Admin group)
Users can request data exports for the Trackings and Communication modules.
Tracking & Orders
Deprecated: Allowed to see Trackings & Watchlist (included in Trackings & Communication Access group)
This role is deprecated and has been replaced by the Trackings & Communication group or roles.
Users can view and manage tracking data in the Trackings module.
Tracking & Orders
Deprecated: Allowed to see Messages
This role is deprecated.
Users can view messages in the Communication module.
Communication & Journeys
Experience Design Manager (included in Account Setup Admin group)
Users will be able to edit and save changes in the Journey Manager within the Experience Design module.
Communication & Journeys
Experience Design Admin (included in Configuration Admin group)
Users will be able to edit, save and publish changes in the Journey Manager within the Experience Design module.
Communication & Journeys
Campaign Manager (included in Account Setup Admin group)
Users will be able to create, edit, save and publish campaigns in the Campaign Manager within the Experience Design module.
Communication & Journeys
On-demand Message Admin
Users can create, edit, and execute on-demand messages.
Returns
Return Experience Manager
Users will be able to edit and save configuration changes in the Returns module.
Returns
Returns Admin
Users will be able to edit, save and publish configuration changes in the Returns module.
Promise & Delivery
Promise Configuration Admin (included in Account Setup Admin group)
Users will be able to edit, save and publish configuration changes in the Promise module.
Analytics & Reporting
Reporting & Analytics (included in Account Setup Admin group)
Users can access the Analytics reports in Trackings, Communication, Returns, Campaign Manager and Promise if available for the account.
Analytics & Reporting
Survey Admin
Users can create, edit, save and publish surveys in the Smart Survey section within the Experience Design module.
Analytics & Reporting
Custom Analytics Member
Users can access the custom dashboards in the Premium Analytics reporting feature.
Analytics & Reporting
Custom Analytics Admin
Users can create, edit, and save custom dashboard changes in the Premium Analytics reporting feature.
Account & User Management
User Management (included in Account Setup Admin group)
Users can manage user accounts (that is: create, edit, and deactivate users, and assign individual user permissions) in the Admin module.
Account & User Management
Data Request Removal Admin (included in Account Setup Admin group)
Users can request data removal and data provision exports according to GDPR.
Account & User Management
Manage API Tokens (included in Account Setup Admin group)
Users can view and edit API tokens in the Admin module.
Account & User Management
Notification Center (included in Configuration Admin and Account Setup Admin groups)
Users can view notifications and alerts for their parcelLab account in the Notifications Center.
Developer & Integrations
App Admin
Users can create and edit apps in the App Store module.
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
Q: Does parcelLab support Single Sign-On (SSO)?
A: Yes. parcelLab supports Google's G Suite SSO and Microsoft Azure AD via OAuth2.0.
For further information on SSO, see how to implement SSO for your company's parcelLab access.
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