Sharing a preset in ShipAccel

You can share presets with other users at the enterprise, division, location, role, or individual user level, depending on your admin access level.

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.

• By default, presets are not shared.
• There is a role permission for the ability to share presets. This permission is checked by default for the ADMIN and USER roles, but is unchecked by default for all other roles.
• The level at which you can share a preset depends upon your admin level. For example, if you are a location admin, you can only share presets at the My Location level or below.
• Location admins can edit, delete, and share presets that have been shared at their location level. Non-admin users can use shared presets but cannot edit, delete, or share them.
• If your default sender is a private address, you will not be able to share the preset. You will see the message "Presets with private contact can't be shared".
  

1. Select Shipping & Mailing > Shipping Presets.
2. Select the share icon for the preset you wish to share.
   
   Note: If the share icon is disabled, it is because the sender address used in the preset is private. You will see the message "Presets with private contact can't be shared". To correct this, go to your address book, locate the sender address, and uncheck the Private box. Then edit the preset and re-save it, or delete and recreate it.
3. Select the Sharing slider to turn it ON.
   
4. Select the level at which you wish to share the preset.
   
5. Select Done.