[HOW-TO] User Administration

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To accommodate multiple employees needing access to Skubana, we’ve incorporated the ability to have more than one user. You can assign unique usernames, passwords, emails, and user permissions.

Adding a New User

Navigate to Settings>User Administration>New User.

To add a user to your company account, enter their name, email, and assign proper access permissions. Skubana will send the new user an email with instructions to activate their account.

To assign Access Permissions, scroll through the Access Permissions box and check the box in the Allow column for permissions you wish to grant the New User. The list of assignable permissions and what they allow access to is provided below. When you’re finished setting up user permissions, click Save.

Orders

Ability to process orders from all sales channels through direct shipping, multi-channel fulfillment, 3PL exports, or dropshipping. This includes all manual orders, as well as canceling of orders.

Shipments

Ability to view all shipments, batches, and returns. This includes the ability to track or void shipments, as well as print labels, pick lists, and packing slips.

Customers

Ability to view and manage all customer data Skubana automatically imports with incoming orders from sales channels. This also includes manual creation of customers.

Inventory

Ability to fully manage inventory across all in-house, FBA, 3PL, and dropship warehouses. This includes setting minimum inventory levels and channel allocation rules.

Purchase Orders

Ability to create, edit and track vendor purchase orders throughout the procurement life cycle. This includes canceling of purchase orders.

Products

Ability to manage your core products, kits, bundles, and variations. This includes creation and editing of basic product info, image gallery, listing SKUs, vendor products, and customs.

Analytics

Ability to run and view all reporting and analysis, including ad hoc, business intelligence, and forecasting reports. This includes auto-generation and e-mailing of reports.

Warehouses

Ability to create and modify in-house warehouses and 3PLs from which your company fulfills orders, including document print settings (in-house warehouses) and FTP settings (3PLs).

Sales Channels

Ability create and modify the sales channels on which your company sells. This includes channel connection, general settings, and requested shipment service mappings.

Shipping Providers

Ability to create and modify shipping providers used for address verification, rate calculation and printing of shipping labels for orders fulfilled from direct/in-house warehouses.

Templates

Ability to create and modify all your shipment e-mail notification templates, as well as packing slips sent with all your shipped products to customers.

Vendors

Ability to create and modify vendors that supply and/or manufacture the products your company sells. This includes the ability to configure dropshipping capabilities for eligible vendors.

Orderbots

Ability to create and modify orderbots used for filtering and workflow automation of customer orders from marketplaces and shopping carts.

User Administration

Ability to create new users, modify other users' permissions, as well as activate and deactivate users in Skubana. This permission should be given to administrators only.

Billing & Invoices

Ability to enter and edit billing information, as well as view Skubana invoices of your monthly order totals. This permission should be given to administrators only.

You can always come back and Edit user permissions at any time by selecting the user you want to Edit and accessing the Edit button at the top of the User Administration window.

If you ever need to completely cut off a user's access to Skubana, select the user and click the Deactivate button at the top of the User Administration window. Remember that deactivated users can be reinstated at any time by clicking Show Inactive, selecting the desired deactivated user, and clicking the Activate button that replaces the Deactivate button.

Click the History button to see a summary of the user’s History with the Skubana platform.

After creating your first template, you can Edit, Copy, or Delete previously created templates using the respective buttons along the top of the Email Templates window. Copy a template if you want to reuse, recycle, or modify an already existing template.

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