Inviting users and setting roles

Applies to: All tiers  ·  Last reviewed: 2026-06-24

What this is

How to invite your team to CanShip and what each role can do. User management lives at Settings > Users.

Invite a user

1. Go to Settings > Users.
2. Click Invite User.
3. Enter the person's Email.
4. Choose a Role (see below).
5. Click Send Invite. They receive an email to set up their sign-in.

The roles

• Staff: the day-to-day role, and the one a new invite starts on. Staff can use everything in the menu except Users and Billing: orders, picking, packing, shipping, inventory, products, reports, integrations, and the settings for clients, carriers, containers, warehouses, locations and your company. Use this for most of your team.
• Admin: everything Staff can do, plus Users (inviting and managing people) and Billing. If a Staff user opens either page, CanShip says it is for company admins.
• Customer: a client-portal login for one or more of your clients. A Customer signs in to see their own orders and inventory, not your whole operation.

Super Admin is a separate, elevated grant rather than an invite option. It shows as a badge on a user's row in the Users list, with a Revoke Super action to remove it.

Managing existing users

The Settings > Users list shows each user's email, role, assigned clients, and status. Each row has Edit (change role or client assignments) and Deactivate (remove access without deleting the record).