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User Management Settings allow you to control who has access to your Jetpack account and what they can do within the platform. By adding users with specific roles, you can grant appropriate access to team members, partners, and service providers while maintaining security and operational control.

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What Is User Management?

User Management is the process of adding, editing, and removing users from your Jetpack account. Each user has:
  • Individual login credentials - Unique email and password
  • Assigned role - Determines permissions and access levels
  • Personal profile - Name, contact information, and security settings
  • Activity tracking - Login history and actions taken in the dashboard
Proper user management ensures the right people have the right access to your fulfillment operations.

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User Roles and Permissions

Jetpack offers four user roles, each with different permission levels:
RoleWho Should Have This RoleKey PermissionsCommon Use Cases
Account Owner
  • Business owner
  • CEO or primary decision maker
  • Only one per account
  • Full access to all settings and features
  • Can edit company profile settings
  • Can add/edit/remove all users
  • Can view billing and invoices
  • Can contact Jetpack Care for account changes
Primary account administrator and billing contact
Client Admin
  • Operations manager
  • Fulfillment director
  • Senior team members
  • Full access to operational settings
  • Can edit company profile settings
  • Can add/edit/remove users (except Account Owner)
  • Can manage products, orders, inventory
  • Can configure integrations and shipping rules
Day-to-day operations management and team administration
Customer Success & Supply Chain
  • Logistics coordinators
  • Operations specialists
  • Team leads
  • Can view and manage orders
  • Can view and manage inventory
  • Can create and manage WROs
  • Can manage products and SKUs
  • Cannot edit user settings or company profile
  • Cannot access billing
Daily fulfillment operations without administrative access
Customer Success
  • Customer support agents
  • Junior team members
  • Read-only monitoring users
  • Can view orders and order status
  • Can view inventory levels
  • Can view product catalog
  • Cannot edit orders, inventory, or products
  • Cannot access settings or billing
Customer support and order tracking without editing capabilities
Assign the least privileged role that allows users to complete their job responsibilities. This follows security best practices and prevents accidental changes by users who don’t need editing permissions.

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Accessing User Management Settings

To view and manage users in your account:
1

Log in to your dashboard

2

Navigate to Settings

3

Open User Management

Click Users, User Management, or Team.Settings menu showing User Management option highlighted
4

View user list

You’ll see a list of all users in your account with their:
  • Name
  • Email address
  • Role
  • Status (Active, Pending Invitation, Deactivated)
  • Last login date
User Management page showing table of users with Name, Email, Role, Status, and Last Login columns
Only Account Owners and Client Admins can access User Management Settings and add, edit, or remove users. If you don’t see this option in your Settings menu, contact your Account Owner or Admin.

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Adding New Users

To add a new user to your Jetpack account:
1

Navigate to User Management

Navigate to Settings > Users or User Management.
2

Click Add User

Click Add User, Invite User, or + New User.User Management page with Add User button highlighted in top right corner
3

Enter user information

Enter required user information:
  • First Name - User’s given name
  • Last Name - User’s surname
  • Email Address - User’s login email (must be unique, not already in your account)
  • User Role - Select from Account Owner, Client Admin, Customer Success & Supply Chain, or Customer Success
Add User dialog showing fields for First Name, Last Name, Email, and Role selection dropdown
4

Review user details

5

Send invitation

Click Send Invitation or Add User.
What happens next:
  1. Invitation email sent - Jetpack sends an invitation email to the user’s email address
  2. User receives invitation - The email contains a unique invitation link and instructions
  3. User creates account - The user clicks the link and completes account setup:
    • Creates a password
    • Sets up profile information
    • Optionally enables two-factor authentication (or required if MFA is enforced)
  4. User account activated - Once setup is complete, the user can log in with their email and password
Invitation status: While an invitation is pending (user hasn’t created their account yet):
  • User status shows Pending Invitation in User Management
  • User cannot log in until they complete account setup
  • You can resend the invitation or revoke it if needed
After sending an invitation, notify the new user directly (via Slack, phone, or separate email) to watch for the invitation email. Invitation emails sometimes end up in spam folders.

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Editing Existing Users

To modify information for an existing user:
1

Navigate to User Management

Navigate to Settings > Users or User Management.
2

Find the user

Find the user you want to edit in the user list.
3

Click Edit

Click the Edit button, pencil icon, or three-dot menu next to their name.
4

Edit user fields

Editable fields:
  • First Name - Update the user’s first name
  • Last Name - Update the user’s last name
  • User Role - Change the user’s assigned role
Edit User dialog showing fields for First Name, Last Name, and Role selection dropdown
5

Make your changes

6

Save changes

Click Save or Update User.
What you can edit:
  • User’s first and last name
  • User’s assigned role (upgrade or downgrade permissions)
What you cannot edit:
  • User’s email address (must remove user and re-invite with new email)
  • User’s password (users change their own passwords in My Profile Settings)
  • User’s MFA settings (users manage their own MFA in profile settings)
When you change a user’s role, their permissions update immediately. If you downgrade a user from Admin to a lower role, they’ll lose access to settings and features requiring Admin permissions.

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Removing Users

To remove a user from your Jetpack account:
1

Navigate to User Management

Navigate to Settings > Users or User Management.
2

Find the user

Find the user you want to remove in the user list.
3

Click Delete

Click the Delete button, trash icon, or three-dot menu next to their name.
4

Select Remove User

Select Remove User, Deactivate, or Delete.
5

Confirm removal

A dialog will ask you to confirm.
  • Warning: This action cannot be undone
  • The user will immediately lose access to your Jetpack account
Remove User confirmation dialog warning that the action cannot be undone
6

Complete removal

Click Confirm or Remove User.
What happens when you remove a user:
AspectWhat Happens After Removal
Login Access
  • User can no longer log in to your Jetpack account
  • Existing sessions are terminated immediately
  • User receives no notification of removal
Historical Data
  • User’s name remains on historical records (orders they created, notes they added, etc.)
  • Past activity is not deleted or anonymized
  • Audit trails remain intact
User Account
  • User’s email address can be re-invited later if needed
  • If re-invited, user must create a new password
  • Previous profile settings do not carry over
Billing
  • You are not billed for deactivated users
  • User seat is freed for new team members
You cannot remove your own user account. Contact another Admin or the Account Owner to deactivate your account if needed.

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Revoking Pending Invitations

If you’ve sent an invitation to a user who hasn’t yet created their account, you can revoke the invitation:
1

Navigate to User Management

Navigate to Settings > Users or User Management.
2

Find pending invitation

Find the user with Pending Invitation status.
3

Click Revoke Invitation

Click the Revoke Invitation or Cancel button next to their name.User list showing Pending Invitation status with Resend Invitation and Remove Invite action buttons
4

Confirm the action

What happens when you revoke an invitation:
  • The invitation link in the user’s email becomes invalid
  • The user cannot create an account using that invitation
  • The user is removed from your pending user list
  • You can send a new invitation to the same or different email address if needed
Common reasons to revoke invitations:
  • You invited the wrong email address
  • The user is no longer joining your team
  • You want to change the user’s assigned role before they activate their account
User invitations typically expire after 7 days for security reasons. If an invitation has expired, simply send a new invitation to the user—the old one is automatically invalidated.

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Monitoring User Activity

To view which users are actively using your Jetpack account:
1

Navigate to User Management

Navigate to Settings > Users or User Management.
2

Review user list

Review the user list, which shows:
  • Last Login - When the user last logged into Jetpack
  • Status - Active, Pending Invitation, or Deactivated
  • Role - Current assigned permissions
User status indicators:
StatusWhat It MeansAction Needed
ActiveUser account is activated and can log inNo action needed
Pending InvitationUser was invited but hasn’t created their account yet
  • Resend invitation if needed
  • Confirm user received the invitation email
  • Revoke if user is no longer joining
DeactivatedUser account was removed and cannot log in
  • Re-invite if user should be reactivated
  • No action needed if removal was intentional
Review your user list quarterly to ensure only current team members have access. Remove users who have left your company or no longer need access to Jetpack.

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Let’s Dive Deeper

Company Profile Settings

Manage account-level settings for your organization

My Profile Settings

Manage your personal user information and security

The Onboarding Process

Back to the Account Setup overview

Integrations + Apps Overview

Connect your store and third-party tools

Shipping Preferences Overview

Configure how your orders are packed and shipped

Exploring the Jetpack Dashboard

Navigate the Jetpack platform effectively
Jetpack

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Questions? Contact Jetpack Care.

If you have any questions or run into issues, you can always contact Jetpack Care for help. Our team is always here to assist via Slack, phone, or email!