Articles on: Admin Settings

Manage Team Members in AfterShip

Plans: Team, EnterprisePlatforms: All platforms


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


Step 1. Adding Members


To add members to your AfterShip organization, follow these simple steps:


  1. Navigate to Manage Organization > Members > Add Members.
  2. 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).


  1. Pending member status


  • If the email address you entered already has an AfterShip account, the invitation will be accepted automatically.


Existing AfterShip account holder

  • 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.


New AfterShip member with no active account


  1. 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.


Request 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.


Manage access 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/createand editand 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.


Remove member

Customer experience


Watch the following demo GIF to see how you can easily add members in your AfterShip organization.


Add members to your 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/createand editor 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



For further assistance, please reach out to the AfterShip support team.

Updated on: 03/06/2025