EasyParcel
All features
EasyParcel features

Users & accounts

Each user sees the accounts and screens their role allows, and help is there on the screens that need it.

Users
  • ST
    Sam Taylor
    2 accounts
    Customer admin
  • AN
    Alex Ngata
    1 account
    Customer
  • JW
    Jo Wilson
    3 accounts
    Customer

Illustrations with sample data. Screens are simplified and appear in your own branding.

Users and accounts

  • Roles

    Customers ship and track; customer admins also manage their account's users, settings and invoices; administrators run the platform.

  • Several accounts per user

    One sign-in for many accounts, with a quick account switcher.

  • User management

    Invite users, set roles and landing pages, reset passwords and sign out sessions.

    Set up by your administrator
  • Onboarding and credit applications

    New customers apply online; shipping goes live once credit is approved.

    Optional module
  • Security

    Session time-outs and data separated by account.

Settings

  • Company settings

    Currency, date and time format, time zone, and New Zealand or Australian operation.

    Set up by your administrator
  • Menus to suit

    Show or hide menu items for each instance.

    Set up by your administrator
  • Dashboard

    Order and shipment counts by status, and carrier service updates.

Help and support

  • Support cases

    Raise a case about a shipment, order or bill and follow it through.

  • Notes and history

    Internal notes with attachments, and a full change history on orders and shipments.

  • User guide and help

    A built-in guide in your branding, and help on the screens that need it.

Next: White-label theming