Manage Team Members in AfterShip
Plans: Team, Enterprise Platforms: All platforms
The ability to add, manage, and remove team members is an essential feature for organizations to function efficiently. With AfterShip, you can easily invite new members, assign roles, and manage permissions according to your team's needs. This article explains how to add and manage members within your AfterShip organization.
This feature gives organization owners and admins full control over team members, their roles, and permissions.
In this tutorial, we will discuss:
Set up steps
Customer experience
Troubleshooting tips
FAQs
Key takeaways
Additional resources
To add members to your AfterShip organization, follow these simple steps:
Navigate to Manage Organization > Members > Add Members.
Add the member’s email address and select the appropriate role for them.
Roles determine the permissions available to each member (e.g., Admin, Manager, Support Agent).
Pending member status
If the email address you entered already has an AfterShip account, the invitation will be accepted automatically.
If the email does not have an account, the member will be marked as a pending member. They will receive an email with an invitation link to accept and register for an account.
Payment requirement for public plans
For Public plans, members will be charged as soon as they are added to the organization. Ensure that the organization owner has added a payment method before proceeding.
For Enterprise (ENT) plans, the number of seats is defined in the Sales Order (SO). Users can add members freely within the quota.
When a new account visits another organization or loses access to it, the account can send an email request to the organization's owner for access.
Here’s how you manage these requests:
A. Receiving the request: The owner will receive an email notification, and pending requests will appear in the Members section of the dashboard.
B. Accept or decline the request
The owner can choose to either accept or decline the request.
Pending or declined requests will not count against your member seat quota or result in charges
Only the owner, admin, or roles with appropriate permissions can manage these requests.
The organization owner, admin, and roles with permissions can reassign roles within the team. However, there are a few restrictions:
A. Role reassignment restrictions: A member cannot modify the role of another member who has the same role. For example, an Admin cannot change the role of another Admin.
B. Permission requirement: Only members with the `member/create`and `edit`and role/view permissions can reassign roles.
At times, it may be necessary to remove members from your organization. Follow the steps below to remove members from your organization.
A. Select member to remove
The organization owner, admin, and roles with appropriate permissions can remove any member.
The Owner cannot be removed but can transfer ownership.
B. Permission requirements
The member removal permission is limited to those with the member/remove permission.
Watch the following demo GIF to see how you can easily add members in your AfterShip organization.
Ensure that you have the necessary permissions to remove members. Only owners, admins, or roles with member removal permissions can perform this action.
If a member has not yet registered an account, their status will remain as pending until they accept the invitation. Make sure they check their email for the invitation link.
For public plans, check if your organization has an active payment method or sufficient funds. For ENT plans, ensure you are within your member seat quota.
Only the organization owner, admin, or roles with specific permissions (e.g., `member/create`and `edit`or member/remove) can manage members.
No, the organization owner cannot be removed. However, the ownership can be transferred to another member. Please refer to the Change owner (Transfer ownership) guide for instructions.
If a pending member has not accepted their invitation, you can resend the invite or contact them to ensure they register. Pending members will not count against your member seat quota.
No, only accepted members count towards your member seat usage. Pending or declined requests do not result in charges.
Members can be added to your organization by email invitation, with roles assigned based on permissions.
Pending members will not be charged until they accept the invitation and register an account.
You can accept or decline member requests, reassign roles, and remove members with appropriate permissions.
For public plans, ensure you have a payment method set up before adding members to avoid unnecessary charges.
How to change owner (Transfer ownership)
Learn About Role-Based Access Control of Organization Members
Learn More About Custom Roles Management
For further assistance, please reach out to the AfterShip support team.
Overview
The ability to add, manage, and remove team members is an essential feature for organizations to function efficiently. With AfterShip, you can easily invite new members, assign roles, and manage permissions according to your team's needs. This article explains how to add and manage members within your AfterShip organization.
This feature gives organization owners and admins full control over team members, their roles, and permissions.
What you’ll learn
In this tutorial, we will discuss:
Set up steps
Customer experience
Troubleshooting tips
FAQs
Key takeaways
Additional resources
Set up steps
Step 1. Adding Members
To add members to your AfterShip organization, follow these simple steps:
Navigate to Manage Organization > Members > Add Members.
Add the member’s email address and select the appropriate role for them.
Roles determine the permissions available to each member (e.g., Admin, Manager, Support Agent).
Pending member status
If the email address you entered already has an AfterShip account, the invitation will be accepted automatically.
If the email does not have an account, the member will be marked as a pending member. They will receive an email with an invitation link to accept and register for an account.
Payment requirement for public plans
For Public plans, members will be charged as soon as they are added to the organization. Ensure that the organization owner has added a payment method before proceeding.
For Enterprise (ENT) plans, the number of seats is defined in the Sales Order (SO). Users can add members freely within the quota.
Step 2. Accepting joining requests
When a new account visits another organization or loses access to it, the account can send an email request to the organization's owner for access.
Here’s how you manage these requests:
A. Receiving the request: The owner will receive an email notification, and pending requests will appear in the Members section of the dashboard.
B. Accept or decline the request
The owner can choose to either accept or decline the request.
Pending or declined requests will not count against your member seat quota or result in charges
Only the owner, admin, or roles with appropriate permissions can manage these requests.
Step 3. Reassigning member roles
The organization owner, admin, and roles with permissions can reassign roles within the team. However, there are a few restrictions:
A. Role reassignment restrictions: A member cannot modify the role of another member who has the same role. For example, an Admin cannot change the role of another Admin.
B. Permission requirement: Only members with the `member/create`and `edit`and role/view permissions can reassign roles.
Step 4. Removing members
At times, it may be necessary to remove members from your organization. Follow the steps below to remove members from your organization.
A. Select member to remove
The organization owner, admin, and roles with appropriate permissions can remove any member.
The Owner cannot be removed but can transfer ownership.
B. Permission requirements
The member removal permission is limited to those with the member/remove permission.
Customer experience
Watch the following demo GIF to see how you can easily add members in your AfterShip organization.
Troubleshooting Tips
Issue: I can't remove a member
Ensure that you have the necessary permissions to remove members. Only owners, admins, or roles with member removal permissions can perform this action.
Issue: Member status is pending
If a member has not yet registered an account, their status will remain as pending until they accept the invitation. Make sure they check their email for the invitation link.
Issue: Unable to add more members
For public plans, check if your organization has an active payment method or sufficient funds. For ENT plans, ensure you are within your member seat quota.
FAQs
1. Who can add or remove members?
Only the organization owner, admin, or roles with specific permissions (e.g., `member/create`and `edit`or member/remove) can manage members.
2. Can I remove an owner?
No, the organization owner cannot be removed. However, the ownership can be transferred to another member. Please refer to the Change owner (Transfer ownership) guide for instructions.
3. How can I handle pending member invitations?
If a pending member has not accepted their invitation, you can resend the invite or contact them to ensure they register. Pending members will not count against your member seat quota.
4. Do pending or declined requests count towards my member seats?
No, only accepted members count towards your member seat usage. Pending or declined requests do not result in charges.
Key takeaways
Members can be added to your organization by email invitation, with roles assigned based on permissions.
Pending members will not be charged until they accept the invitation and register an account.
You can accept or decline member requests, reassign roles, and remove members with appropriate permissions.
For public plans, ensure you have a payment method set up before adding members to avoid unnecessary charges.
Additional Resources
How to change owner (Transfer ownership)
Learn About Role-Based Access Control of Organization Members
Learn More About Custom Roles Management
For further assistance, please reach out to the AfterShip support team.
Updated on: 19/05/2025
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