Roles & Access

• Client Super Admin
  • First client user who is registered via an APC email invite.
  • Manages all user access, account assignments (if applicable), permissions, and role promotions/demotions.
  • Can invite additional users from their organization.
• Client Admin
  • Can invite users, assign user-level permissions, and manage account access.
• Client User
  • Can log in and view only the accounts and features assigned to them.

Managing Users (Client Super Admin or Admin Only)

• Navigate to Settings from your user initials in the top right corner, then click on Business Management.
• To invite a new user, click “Invite User,” enter their first and last name, email, role, and then click “Send Invite.”
• To update an existing user, click their name to open the User Profile:
  • Use the pencil icon to open the action panel, where you can:
    • Enable/disable account status
    • Change Role (Super Admin, Admin, User)
    • Assign additional accounts
  • Update the Business name via the “Update Details” tab.

Assigning User Accounts

• Link each user to one or more APC accounts (if applicable).
• Use the action panel to assign accounts individually.
• Accounts can be toggled on/off at any time without deleting the user.

Page-Level User Permissions

Super Admins/Admins can toggle access to elements of parcelSync's core sections:

• Dashboard: Delivery Summary Report, Delivered Package Report
• Tracking
• Financial Data: Controls visibility of sensitive rate fields in UI and exports

User Management Permissions

Super Admins/Admins assign or restrict advanced permissions, including:

• Assign Accounts
• Basic Access
• Set Page Access
• Enable/Disable Accounts
• Promote to Admin/Demote Admin
• Promote to Super Admin/Demote Super Admin
• Set Billing Admin