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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, start by logging into the Smart Send platform .
1

Navigate to Team Name

Go to Settings → Team Name
2

Enter the new name

Enter the new name of the team
3

Save changes

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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Team settings

We have an entire page dedicated to configuring the settings for your team. See Settings for details.

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Roles and permissions

Smart Send offers different role levels to control what team members can access and modify:
FeatureAdminMember
Create and manage shipments✅✅
View shipping labels and orders✅✅
View team shipping history✅✅
Modify team settings✅❌
Modify carrier connections✅❌
Add and remove team members✅❌
Manage billing and subscriptions✅❌

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Managing team members

Team members list showing current members and their roles

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Adding team members

Only team admins can add new members to the team.
To invite new members to your team, start by logging into the Smart Send platform .
1

Navigate to Members

Go to Settings → Members → Add Team Member
2

Enter member details

Fill out the user’s email address and select the desired role for the new team memberTeam member invite form with email and role filled in
3

Add the member

Click Add
The invited member receives an email with a link to join your team. They must accept the invitation to gain access.

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Removing team members

To remove a member from your team, start by logging into the Smart Send platform .
1

Navigate to Members

Go to Settings → Members
2

Find the member

Find the member you want to remove and click the Remove button next to their nameTeam member list with Remove button highlighted
3

Confirm removal

Confirm the removal in the dialog by clicking Remove.Confirmation dialog for removing a team member
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, start by logging into the Smart Send platform .
1

Navigate to Members

Go to Settings → Members
2

Find the member

Find the member whose role you want to change
3

Edit the role

Click Edit next to their name
4

Select new role

Select the new role from the dropdown
5

Save changes

Click Save changes