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What are teams?

A Team in Smart Send is a logical grouping where one or more users can access shared resources. Teams are what is also sometimes referred to as Organizations in other systems - we simply call them Teams. A Team provide access to shared resources including:
  • Shipping labels - All team members can create and manage labels
  • Reports - Shared access to shipping analytics and performance data
  • Address book - Common contact and delivery address database
  • Carrier connections - Shared carrier agreements and settings
The main reason to have multiple users on a team is when multiple people need to access the Smart Send dashboard. All activities are logged on a per-user level, so you can track what each user did and when they did it.
Every Smart Send account requires at least one team, even for individual users. When you create your account, a team is automatically created for you. You can add more team members later or continue using the team as a single-user workspace.

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Mange Team

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Rename Team

To rename your team:
  1. Login to the Smart Send dashboard at https://app.smartsend.io
  2. Navigate to Settings → Team Name
  3. Enter the new name of the team
  4. Click Save
The team name change takes effect immediately for all team members.
The team name is only used internally for references and is not shown to shipment receivers in any way. The company information presented to end-customers can be configured under sender information.

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Roles and permissions

Smart Send offers different role levels to control what team members can access and modify:

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Admin

  • Full access to all team features and settings
  • Can add and remove team members
  • Can modify team preferences and carrier connections
  • Can manage billing and subscription settings
  • Can view all shipping labels and orders

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Member

  • Can create and manage shipments and shipping labels
  • Can view team shipping history
  • Cannot modify team settings or add/remove members
  • Cannot access billing information

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Managing team members

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Adding team members

To invite new members to your team:
  1. Login to the the Smart Send dashboard at https://app.smartsend.io
  2. Navigate to Members → Add Team Member
  3. Fillout the users email address and select the desired role for the new team member.
  4. Click Add
The invited member receives an email with a link to join your team. They must accept the invitation to gain access.
Only team admins can add new members to the team.

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Removing team members

To remove a member from your team:
  1. Login to the the Smart Send dashboard at https://app.smartsend.io
  2. Navigate to Members
  3. Find the member you want to remove
  4. Click the Remove button next to their name
  5. Confirm the removal
The member immediately loses access to the team and all associated resources.
Removing a team member cannot be undone. The member will need to be re-invited to regain access.

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Changing member roles

To update a member’s role:
  1. Login to the the Smart Send dashboard at https://app.smartsend.io
  2. Navigate to Members
  3. Find the member whose role you want to change
  4. Click Edit next to their name
  5. Select the new role from the dropdown
  6. Click Save changes
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