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Creating & Managing Users

Adding team members and controlling access in the Client Portal

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Written by ShipTop
Updated today

Each person who needs access to the ShipTop Client Portal must have their own user account. For security and accountability, we strongly recommend creating a unique user for every team member rather than sharing login credentials.

This article explains how to create users, assign permissions, and manage user access within your account.


Creating a New User

To add a new user to your account:

  1. Log in to your Client Portal

  2. Navigate to My Account > Users

  3. Click Create User in the top-right corner of the page


User Details & Settings

Enter the user’s information and settings. Fields marked with an asterisk (*) are required.

Once completed, click Continue to proceed to the next step.


Roles & Permissions

Once a user has been created you can assign roles or convert the user to admin. These settings determine which areas of the Client Portal the user can view or manage.

Click Continue to proceed.

Roles can be updated at any time after the user is created.


User Settings

Below is an overview of common user settings and what they control.


Multi-Factor Authentication (MFA)

Toggle On / Off

Multi-factor authentication adds an extra layer of security by requiring a secondary verification step in addition to the password during login.


Activate User

Toggle On / Off

Enabled by default for new users. Toggle this off to deactivate a user without deleting their account.

Admin Access

Toggle On / Off

Admin users have full access to the Client Portal and can create or update user roles and permissions.


Managing Existing Users

You can update user information, permissions, and access at any time from the Users page. This includes:

  • Editing user details

  • Updating roles and permissions

  • Activating or deactivating users


Email Address Already in Use


If you see an error indicating that an email address is already in use, it means the email is associated with another account. Each user must have a unique email address.

To resolve this:

  • Use a different email address for the new user, or

  • Contact ShipTop Support for assistance

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