- 23 Oct 2024
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B2B Users Management
- Updated on 23 Oct 2024
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Overview
Users are defined as members of your team who have access to Delhivery One. Each user can be assigned a ‘role’ that comes with different permissions. Delhivery One allows you to add multiple users to your account to delegate your shipping operations more efficiently and ensure timely service to your customers.
To access this module navigate to Main Menu > Users
In this section
- What are the various roles that can be assigned to B2B users?
- How to add a new user to the account?
- How to change owner login ID?
- How to remove a user?
What are the various roles that can be assigned to B2B users?
Users are assigned ‘roles’, which are categorized as follows:
Owner - The user who created the account using their email on the Delhivery One platform. They have full access to all dashboard features, including adding users and assigning roles.
Admin - The user that can perform all functionalities on the platform, except for modifying bank details and managing user roles..
Operation-user - The user responsible for order management tasks like creating, viewing, and managing orders, exceptions, and support tickets. They cannot access owner or admin-level functions.
Support-user - The user responsible for handling exceptions and ticketing. They cannot access owner, admin, or operation-user level functions.
Read access only-user : This user has view only access to orders and pickups, exceptions and support tickets.
How to add a new user to the account?
Steps to add a new user:
- Navigate to Main Menu > Users > Click New User
- Enter details like Full name, Mobile Number, Email ID
- Select the accounts on Delhivery One you want to provide the user access to.
- Select Role type and Click Invite User
- The invited user will receive a password reset email on the provided email ID
- Once the user has reset the password, they can access their account.
How to change owner login ID?
Steps to change owner login ID:
- Login to your B2B account on www.one.delhivery.com using the owner's email ID
- Navigate Main Menu > Users
- Click Edit next to the User you want to assign as the new owner
- Under User Roles select Owner. Save Changes
- This changes the owner's email ID, and the old owner will be assigned the role of admin
How to remove a user?
You cannot permanently remove a user from Delhivery One, but you can deactivate them.
Steps to deactivate a user:
- Navigate Main Menu > Users and edit the required user
- Select the status to Inactive and save changes