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Manage Users
This page allows you to manage Users that are associated to your FedEx account number(s) in FedEx Administration.
What are Users?
- Users are anyone that you designate to allow access to ship on your FedEx account number.
- For security purposes, Users will never see your account number, only the account nickname that you have provided.
- You can control which services Users have access to at the time of shipping, as well as whether they can see Rates or manage Pickup requests.
- You can also assign Users to Groups, which makes managing Users easier by being able to make changes at the Group level and your Users will automatically inherit these changes.
- Users must be assigned to at least one account number.
- Users can be assigned to multiple account numbers, and there is no limit on how many accounts numbers you can assign to a User.
- Users no longer need to be assigned to a Group. If Users are assigned to a Group, they can only be assigned to one Group at a time.
- There is no limit to how many Users you can have in your company.
- Users can reside anywhere in the world, not just the country your account numbers(s) has been registered.
How do I access the Manage Users screen?
- Click the Users link in the left hand navigation on any of the FedEx Administration screens.
- From this screen, you will be able to search Users, create a new User, edit an existing User, or delete a User.
- You also have the ability to Download a list of all of your Users registered in FedEx Administration, as well as Import functionality to simplify creation/editing/deleting of multiple Users at one time.
How do I view a list of existing Users?
Once you are on the Manage Users screen, you will be able to view a complete list of the Users that you have registered with FedEx Administration.
- To Search for a User– Enter your search criteria in the Search text box
- To View a specific User in more detail – Click on the desired User from the User table
- To Sort Users – You can choose one of the following options:
- Select a column from the Sort By menu.
- Click a column header to sort the column in ascending or descending order.
NOTE: You can also download a list of your Users by clicking on the Download button.
How do I create a new User?
- Click the Create New button from the Manage Users screen.
- Once you have completed the information listed below, click on the Save button to create the User.
Profile
Profile information contains the basic details of a User.
User Information:
- This section allows you to create a Unique ID as well as a Users name and email address.
- You have the option of using the Invite process to create a User. When using this option, you only need to provide basic information for the User. They will receive an email inviting them to ship on your account, and they will complete the rest of the registration process.
- You can choose which Group you would like to assign to the User. This is optional.
- Users can be set to either inherit the Company or Group settings, or you can customize their permissions and defaults.
Administrator Access:
- You may specify whether a User can also be a Company or Group Administrator. If you specify that they are a Group Administrator, you must assign them to a Group.
- If you assign them an administrator role, you also have the option to make them a point of contact for either the Company or Group. By being a point of contact, they will receive the email communication from Users that have requested to contact their administrator from the shipping screen.
Contact Information:
- Users must have contact information provided for them. They can inherit either the Company or Group contact information, or you can specify different contact details.
- Contact information also becomes their default shipping address.
Login Information:
- These are the credentials your User will need in order to access fedex.com.
- Username must be unique for each User being created.
- Please ensure a strong password has been created for the User.
- You can also specify whether or not a User is allowed to update this information via My Profile.
NOTE: For security purposes, FedEx strongly recommends that you do not allow your Users to share usernames or passwords.
Associated FedEx Accounts:
- Users must be assigned to at least one account number.
- Click on the Add Account link to assign account number(s) to the User.
Permissions
Permissions are where you can either permit, or restrict, specific Shipping, Rating and Pickup capabilities for the User.
NOTE: If the User has been set to inherit either the Company or Group settings, you will not be able to access this tab. You can view the settings for the Company or Group by clicking on the View Settings button on the Users' Profile tab.
FedEx Express and FedEx Ground:
- FedEx Domestic Shipping Services: These are the services that can be made available to the User for domestic outbound and return shipments.
- FedEx International Shipping Services: These are the services that can be made available to the User for international outbound and return shipments.
- Special Services: These are the special services that can be made available to the User for domestic and international shipments.
- References: You can specify whether References are required, or not, when a User is processing a shipment. You can also rename the reference field name(s) on the shipping screen to better reflect the information you desire your User to enter. Reference information that is captured with the shipment will appear in your Shipping Reports and on your FedEx Invoices.
- Pickup/Drop-off: You can specify what Pickup/Drop-off options you want available to your User.
- Return Shipment Options: You can control whether or not you want your User to create return shipments, or only create return shipments.
- Pending Shipment Options: Pending shipments allow a User to save a shipment that they have started to create, and come back later to complete. You can also restrict a User to only create a pending shipment that will be completed by another User, as well as specify if the User can complete another Users' shipments that are assigned to the same account number.
NOTE: For more information on FedEx shipping services and special services, please refer to the FedEx Service Guide.
FedEx Freight LTL:
- FedEx Domestic LTL Shipping Services: These are the services that can be made available to the User for domestic outbound and return shipments.
- FedEx International LTL Shipping Services: These are the services that can be made available to the User for international outbound and return shipments.
- Special Services: These are the special services that can be made available to the User for domestic and international shipments.
- Delivery Options: These are specific delivery options that can be requested when a LTL shipment is created.
- References: You can specify whether References are required, or not, when a User is processing a shipment. You can also rename the reference field name(s) on the shipping screen to better reflect the information you desire your User to enter. Reference information that is captured with the shipment will appear in your Shipping Reports and on your FedEx Invoices.
- Pickup/Drop-off: You can specify what Pickup/Drop-off options you want available to your User.
NOTE: For more information on FedEx shipping services and special services, please refer to the FedEx Service Guide.
Rates and Transit Time (All FedEx Services):
- Rates and Transit Times: You can designate whether or not a User can see Rates and/or Transit Times, as well as what type of Rates you would like them to see when requesting a Rate quote.
- Additional Handling Charges: This option will allow a User to add an additional handling charge when a shipment is created. You can set the default values for this underneath the Default tab.
Address Book:
- Contacts: You can specify which address books a User has permission to use, and whether or not they are allowed to update an address book.
Defaults
Defaults allow you to setup pre-defined shipping information for your User. Users are able to change this information in their Preference on the shipping screen.
- Shipping Information: You can specify defaults for both shipment and billing details.
- Pickup/Drop-off: You can specify the default for Pickup/Drop-off options when a shipment is created.
- Additional Options: You can set default reminders and shipment confirmation notices.
How do I edit an existing User?
- Click on an existing User from the list of Users displayed on the Manage User screen.
- Refer to How do I create a new User for additional details of the information you can edit for the User.
- Once you have competed editing the User, click on the Save button.
How do I delete a User?
- On the Manage Users screen, hover over any of the existing Users and then click on the "X" icon on the right side of the User line. This will allow you to delete a User.
- You can also delete a User from the Edit User screen by clicking on the Delete User button.
NOTE: You can use the import method to delete multiple existing Users by clicking the Import button on the Manage Users screen, and then importing the list of Unique IDs of Users you would like to be deleted.
NOTE: When a User is deleted, they are removed from your company and all associated accounts.
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