Courier company · Settings
Users and permissions
Creating staff accounts, choosing roles, branch scope, deactivating accounts and generating temporary passwords.
Every staff member who uses the panel has their own account. You create and manage accounts on Administration › Users. Only people with the Company owner role see this page.
Roles
| Role | What they can do |
|---|---|
| Company owner | Everything, including users and company settings |
| Administrator | Everything except users and company settings |
| Operations | Orders, assignment, customers, courier status |
| Accounting | Charges, collections, earnings, reports |
The menu only shows the pages a person's role allows. The Company owner and Administrator can open support tickets to Courino.
Creating a staff account
- On Administration › Users, press New staff member.
- Enter Full name, Email and Mobile phone. The person signs in to the panel with this email.
- Choose a Role.
- If you leave Password (optional) empty, a temporary password is generated.
- Press Create account. The temporary password is shown only once; use Copy and pass it on. The person sets their own password at first sign-in.
- Mobile phone is required. At first sign-in the person verifies their number by SMS code from their own account. Details: Phone and email verification.
- In the user form a Verified / Not verified badge appears next to the number and email; in the list there is a small mark next to the email. An administrator cannot mark a value as verified.
- If This number is registered with another company / This email is registered with another company appears, the value is used by another company. See Registered with another company.
Editing an account
Click a person in the list. On the Details tab, change name, email, phone, role and status, then press Save. The History tab shows who did what to the account and when (account created, role changed, deactivated, password reset and so on).
Deactivating
Don't try to delete someone who has left; set Status to Inactive (can't sign in) and save. Their open sessions are closed at once and they can no longer sign in. To undo, choose Active again.
Resetting a password
In the person's window, press Generate temporary password… and then Reset. The new temporary password is shown once and all of the person's sessions are signed out.
- When the person signs in with this temporary password, they must set their own password first; no other screen opens until they do.
- When the password is reset (or the person changes it), the person's API keys are revoked. The person's History tab shows an API keys revoked row with the number of keys.
Branch scope
If your company has more than one branch, a Branches section appears for staff other than owners. If Sees all branches is not ticked, the person only sees orders and couriers of the branches you tick. Pressing Save branches signs the person out; the new scope applies at their next sign-in. More: Branches.
Good to know
- The Staff / Courier / Customer / All buttons at the top choose the account type. Courier and customer accounts are created from their own cards; here you can only deactivate them or reset their passwords. Their roles are fixed.
- When you save a role change, the person's sessions are closed; the new role applies everywhere within 15 minutes at most.
- The temporary password label in the list means the person has not set their own password yet.
Having trouble?
- I can't change my own role: You can't change your own role or status. Ask another company owner.
- I can't deactivate the owner: The last active company owner can't be demoted or deactivated. Make someone else company owner first.
- There is no Users menu: This page is only open to company owners.