Inviting additional users in PitneyShip Pro
Learn how to invite additional users in PitneyShip Pro.
Products affected: SendPro® Online powered by PitneyShip® Pro
The first time you sign into PtineyShip® Pro after signing up, you will have the role of Admin. As Admin, you can add (invite) new users and edit or delete existing users, but only if you have a PitneyShip Pro subscription that allows for multiple users.
If you have a single user subscription you will be unable to invite users. The Users option will be grey and not available to select. A link will appear on the top right of your screen inviting you to follow the link to upgrade to a multiple user subscription. If you would like to have additional PitneyShip Pro users enabled please click the link or contact your system supplier to upgrade your subscription.
To invite new users:
Once the invited user has received the email, they should follow these steps to sign in:
If you have a single user subscription you will be unable to invite users. The Users option will be grey and not available to select. A link will appear on the top right of your screen inviting you to follow the link to upgrade to a multiple user subscription. If you would like to have additional PitneyShip Pro users enabled please click the link or contact your system supplier to upgrade your subscription.
To invite new users:
- Select Settings cog> Users. A list of all current users appears, including their name, email address, role (Admin or User) and status (Active, Inactive, or Invited).
- Select Add User.
- Enter the new user's name in the name fields and email address into the email address field.
- Enter a Display Name.
- Click the radio button to select Active.
- Select a role (Admin or User) from the Role menu. You can change their role later if needed.
- From the Cost Account drop down menu select all cost accounts that the new user can charge to.
- Select a Default Cost Account and a Default Postage Cost Account.
- Select Save and Close. Each new user will receive an email and will appear in the list of users with a Status of Invited.
Once the invited user has received the email, they should follow these steps to sign in:
- Select the Sign In link in the email.
- Enter a password.
- Sign in to PitneyShip Pro.
UPDATED: 19 October 2023