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How to add users

Written by Borja

One of the most differentiating points of Crowdsender is the ability to create environments for each user in your account. You can add your entire team with different permissions and only allow them to view orders from a specific seller or warehouse.

Step 1: Go to Settings > Account > Users > Add teammates.

Step 2: The first thing you have to add is the email address of the partner you want to invite and we will send the invitation in order to finish the process.

Step 3: Add the permission you want your teammate to have.

Roles

Description

Example

Administrator

User who registers and activates their Crowdsender account. This role has all functionalities available. Has permission to add contracts, add shipping rules or upgrade the plan.

Heads and C-Level of operations

Manager

User with the ability to edit orders, update send dates, change couriers, manage inventory or process incidents. Account settings are not available.

Warehouse manager and control tower staff

Collaborator

Users with the ability to individually prepare orders and notify when those orders leave the warehouse.

Warehouse employees

Viewer

Users who only want to view the status of shipments and cannot perform any actions. They are only permitted to view data, add custom tags, and comment on timelines.

External provider

Administrator

Manager

Collaborator

Viewer

Crowdsender app

✅

✅

✅

✅

Packing display

✅

✅

✅

❌

Picking list

✅

✅

✅

❌

View Profile

✅

✅

✅

✅

Edit Profile

✅

✅

✅

✅

View Documents

✅

✅

✅

✅

Edit Documents

✅

✅

❌

❌

View Orders

✅

✅

✅

✅

Edit Orders

✅

✅

❌

❌

View Track & Trace

✅

✅

✅

✅

Edit Track & Trace

✅

✅

❌

❌

Address Validation

✅

✅

❌

❌

View Product

✅

❌

❌

❌

Edit Product

✅

❌

❌

❌

View Inventory

✅

✅

✅

✅

Edit Inventory

✅

✅

✅

❌

View Inbound

✅

✅

✅

✅

Edit Inbound

✅

✅

✅

❌

Edit order content (Action: Edit product)

✅

❌

❌

❌

Revert preparations and dispatches, restoring original tracking

✅

❌

❌

❌

View Client Account

✅

❌

❌

❌

Edit Client Account

✅

❌

❌

❌

View Clients Integrations

✅

❌

❌

❌

Edit Clients Integrations

✅

❌

❌

❌

📔 Note: To view the Product, Inventory and Inbound sections you need to have the WMS module activated.

Step 4: Segmented access

Which warehouses and sellers do you want your teammate to see? Only seller input is available if you have configured your account as a marketplace.

You can select all warehouses and sellers, or choose which ones should be visible to your teammate.

Segmented access - Crowdsender

📔 Note: These sellers are created by default from the data that is sent in the order form.

Step 5: Ready to send the invitation!

Once you have filled in all the data, the send invitation button will be activated.

With data invitation - Crowdsender

We will automatically send an email to your teammate to complete the registration.

Your teammate will only have to fill in: First name, Last name, country, phone number, password and confirm password. Once this information has been completed, the user will be able to access the platform.

Invitation - Crowdsender

📔 Note: You will be able to track invitations, know which roles and sellers each one has, edit access, pause users or resend invitations from the Account > Users table.

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