User Management
User management
Quick Summary: Manage team access to your FedEx account, including user invitations, permissions, and active status.
Overview
User Management lists the people who can use your account. Authorized users can add team members, change access, and deactivate contacts. Deactivation keeps the contact record and does not delete the login.
From the username menu, select Account Management, then User Management.
Prerequisites
Your account must include User Management. Your contact also needs the User Management view permission. Without both, the page is unavailable.
Quick start
- Open User Management.
- Select the + button.
- Complete First Name, Last Name, and Email.
- Review the preselected View and Edit access.
- Review the email notifications the user should receive.
- Keep Status set to Active for normal access.
- Select Send Invite.
The new contact uses the email address as their login identity. A new email receives a welcome email request. If the address already has a portal login, no new welcome email is sent.
Detailed guide
User list
For client accounts, Active and Inactive tabs separate contacts. Each row shows Name, Position/Role, Email, Last Login, and Status. Open a user by selecting their name or email.
Billing-company contacts see a shorter Name and Email list. Selecting a user opens account details for that contact.
User fields
| Field | Purpose |
|---|---|
| Status | Sets the contact to Active or Inactive |
| First Name | Required given name |
| Last Name | Required family name |
| Position/Role | Optional job title shown in the user list |
| Primary Contact | Marks the main contact for the company |
| Company Admin | Receives important system notifications and additional email options |
| Required login address for this account | |
| Phone | Optional contact number |
Use a different email for each contact on the same account. The add form rejects an email already assigned there.
Permissions
The permission table uses View and Edit columns. A paired Edit checkbox unlocks only after View is selected. The available rows depend on the features enabled for your account.
| Permission | View | Edit | Notes |
|---|---|---|---|
| Orders | Yes | Yes | View or change orders |
| Work Orders | Yes | Yes | View or change work orders |
| Crowdfunding Orders | Yes | Yes | View or change crowdfunding orders |
| Return Orders | Yes | Yes | Appears when returns are enabled |
| FIC Orders | Yes | Yes | Appears when FIC orders are enabled |
| Client Tracking | Yes | Yes | View or change client tracking |
| ASN | Yes | Yes | View or change advance shipping notices |
| Automation Rules | Yes | Yes | View or change automation rules |
| Inventory | Yes | Yes | View or change inventory |
| Embedded Forms | Yes | Yes | View or change embedded forms |
| Integrations | Yes | Yes | View or change integrations |
| Billing | Yes | No | Single checkbox for billing access |
| Preferences | Yes | No | Single checkbox for account preferences |
| User Management | Yes | No | Single checkbox for managing users |
| Task History for Other Users | Yes | No | Single checkbox for other users' task history |
| Developers | Yes | No | Single checkbox for developer access |
Notification preferences
Notification options use the same View column. Each option controls emails for that user.
- Daily Fulfillment Summary
- Daily Canceled Orders
- Daily Pending Fulfillment Orders
- Cancellation Email
- Monthly Order Access
- Daily Inventory Report
- First In Transit Email, shown only for Company Admin
- ASN Operations, enabled only with ASN view access
Common workflows
Workflow: Invite a new team member
Follow Quick start. Review preselected access and notifications before you select Send Invite.
Workflow: Deactivate a user
Open the user, set Status to Inactive, and select Save. The contact moves to Inactive. This status alone does not guarantee that every login or active session is revoked. For urgent access removal, contact support and ask them to confirm access is revoked.
Workflow: Change a user's permissions
Open the user, update View and Edit for the required areas, and select Save. Ask the user to refresh or sign in again if old menu access remains.
Workflow: Reactivate a user
Open the Inactive tab, select the user, set Status to Active, and select Save. The contact returns to Active and a welcome email is requested.
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Cannot see User Management | The account feature or your User Management permission is missing | Ask your company administrator to enable access |
| Cannot add a specific email | A contact with that email already exists on this account | Check both Active and Inactive tabs |
| New user did not receive a welcome email | The address already has a portal login, or email delivery failed | Check spam; ask the user to use Forgot password?, or contact support |
| Permission change is not visible | The signed-in session still has the previous menu state | Ask the user to refresh or sign in again |
| Active user cannot sign in | Password or sign-in delivery may be failing | Ask the user to use Forgot password?, or contact support |
| Need immediate access removal | Inactive status may not revoke every login or session | Contact support and ask them to confirm access is revoked |
| Cannot delete a user | The page deactivates contacts and does not provide deletion | Set Status to Inactive; contact support for urgent removal |