Learn About Company Level Management
Plans: Enterprise Customized Subscription Platforms: All Platforms
AfterShip Tracking gives you complete control over your Account and Organization level settings to help simplify the account setup and organization(s) management process subject to roles and the level of access each role accompanies and grants over respective organizations you are a part of.
Giving a more panoramic reign over organization management that overlooks and allows a more aggregated view of the organizations, the AfterShip Company console enables senior-level personnel to have a comprehensive view of all the organizations a company is currently overlooking, down to members, billings, quotas, and AfterShip pre and post-purchase product-wise data.
AfterShip’s Enterprise customer segment operates on a multi-store, country, and industry level. They are the big players in the market with a presence in some of the biggest industries. They cater to a much larger market and offer services in multiple areas and categories with online stores dedicated to a unique business category.
For example, Company ABC Ltd. has a presence in both the Sports and Fitness and Home and Garden industries with an online store catering to US and Asian customers, respectively.
Whilst using AfterShip for their pre and post-purchase needs, ABC Ltd needs to set up individual organizations on AfterShip for each store and operate them separately. Each organization is governed by registered invitation-only members based on the designed roles within the AfterShip landscape. However, it is a hassle when the need to have a more zoomed-out view of the organization occurs. Allowing the top-tier officials of ABC Ltd. to centrally manage all the Organizations for data viewing, analysis, and unified feature configuration, we support the ability to manage multiple Organizations at the company level under AfterShip Company, allowing merchants to group subsidiaries (Organizations) under the parent company (Company).
In this article, we will discuss:
Onboarding process
Roles and permissions
How to access company admin?
How to manage organizations linked to a company?
How to manage members linked to a company?
How to manage the billing of the company?
AfterShip Company console is limited to the Enterprise plan customers and is set up and configured upon the customer’s request.
The customer can contact their dedicated AfterShip account managers to request the Company console configuration.
The customer signs the Sales Order and purchases an active Company pricing plan detailing the Organization quota and Member seats allowed per Company.
Currently, customers are allowed only 1 Company per Enterprise account and an unlimited number of Organizations under a single Company. (Subject to change upon the introduction of the Company plan)
Once the Sales order is signed and the Company plan activated, we will open the Company console for the customer and associate the requested organizations with it.
When the customers log in to the AfterShip Company admin, they will see the Company and the associated organizations fully set up and ready to be nicked and pricked.
Custom roles are not supported under Company Management yet
Log in to your AfterShip Company account
From the top right corner, click the Company icon to open the navigation to the current company and the associated organizations your account has access (permission) to manage or view (based on your role)
Click on Manage Company to access the Products page of your company admin. Click Open of each product card to view consolidated data of all Organizations.
By default, consolidated data of Shipments will display. You can switch between Shipments, Analytics, and Protection data to view the report you want
You can select organizations for which you want to view the aggregated data
You can filter and sort data for a more granular view and understanding of the shipments, claims and coverage, and shipping, carrier, and transit time performance
There can be n number of organizations associated with a company but you can only access the ones you have permission to manage and view per your Organization roles and permissions. Only owners and admins have permission to view organizations. The members can only view the combined data of all the organizations they have access to at a company level on the Company console.
Company Admins, if they want to have access to more organizations and their Tracking accounts under a company, they need to get in touch with the Company Owner/Admin to grant them access to the organizations they want and assign a role based on the requirements.
Company Admins cannot update their organization roles and permissions, only the Company owner can do that.
Company Owners and Admins can manage and view organizations linked to a Company.
From the top right corner, click the Company icon to expand the navigation and select Manage company
From the side menu, click Organizations to view the dashboard listed with all the organizations linked to the current Company you are accessing.
With each organization you can find the org ID, owner, and the date and time when it was created
Input the organization name and ID in the search bar to search for a specific organization effortlessly
To link more organizations to the company, you need to reach out to our support team for assistance
Company Owners and Admins can manage, edit, and view members and their respective roles linked with a Company and associated organizations
Owner and existing admin roles (company and organization) cannot be edited or modified by Company Admins
Admin roles on a company level can be modified only by the Company owner
Company Owners/ Admins can assign company roles to existing/new members. These are the people who only have organization-level access but no company-level permissions
Company Owner/ Admins can also assign additional or new organization roles to new or existing members of the company with existing organization roles linked to it
From the top right corner, click the Company icon to expand the navigation and select Manage company
From the side menu, click Members to view the dashboard listed with all the members on a company and organization level
Members with a Company role will have the role defined under the Company role column
Members with no Company role will have a (-) sign under the Company role column
View the status of the members under the Status column along with when they were added to the company
Filter down the list by roles on the Company and Organization level by applying the right filters
Click Edit given against the members of the company and organizations
The name of the member will be given at the top along with the registered email ID
Assign the level of access you wish to grant the member(s) at the company level
Assign the level of access you wish to grant the member(s) at the organization level
- Click Add role to assign roles for different organizations
- Choose the organization from the drop-down list and simultaneously choose the organization-level access
Please ensure the status is set to enabled to activate both the company and organization-level access, or either of them
Click Remove from the bottom left corner to delete the member from the company and the associated organizations. The member will lose their access and permissions from all the places at both levels.
Click Add member from the top of the Members dashboard
Enter the email address of the member you want to invite at the company or organization level
You can enter multiple emails separated by a comma to send bulk invites
Select the Company role, Organizational role, or both to assign the level of access you want to each member
An invitation email to new members with a link to set up their AfterShip account will be sent
The member name will display on the dashboard with the status Pending until the member accepts the invite and log in/ sign up using their email address on AfterShip
The status will update to Active, once the members set up their AfterShip account
Get a detailed understanding of all the roles at a company and organization level and the level of access each role carries by switching to the Roles tab on the Members dashboard.
Company Owners and Admins can manage the billing of the company
From the top right corner, click the Company icon to expand the navigation and select Manage company
From the side menu, click Billing to view Enterprise plan data at the company level
a. Under Quotas, you will see the combined subscription quotas purchased on a company level of all products like Shipments, Returns, Emails, SMS, etc., and how much has been utilized so far
b. If the quota is exceeded, the usage will be shown in red
Below that Sales Order information will be displayed along with the Sales order ID, when it was purchased, status, and when it will be renewed
Click View details to have a more detailed view of the sales order and granularities of it
Let’s understand each element of the sales order in depth
Overview
AfterShip Tracking gives you complete control over your Account and Organization level settings to help simplify the account setup and organization(s) management process subject to roles and the level of access each role accompanies and grants over respective organizations you are a part of.
Giving a more panoramic reign over organization management that overlooks and allows a more aggregated view of the organizations, the AfterShip Company console enables senior-level personnel to have a comprehensive view of all the organizations a company is currently overlooking, down to members, billings, quotas, and AfterShip pre and post-purchase product-wise data.
How is AfterShip’s Company console of importance to merchants?
AfterShip’s Enterprise customer segment operates on a multi-store, country, and industry level. They are the big players in the market with a presence in some of the biggest industries. They cater to a much larger market and offer services in multiple areas and categories with online stores dedicated to a unique business category.
For example, Company ABC Ltd. has a presence in both the Sports and Fitness and Home and Garden industries with an online store catering to US and Asian customers, respectively.
Whilst using AfterShip for their pre and post-purchase needs, ABC Ltd needs to set up individual organizations on AfterShip for each store and operate them separately. Each organization is governed by registered invitation-only members based on the designed roles within the AfterShip landscape. However, it is a hassle when the need to have a more zoomed-out view of the organization occurs. Allowing the top-tier officials of ABC Ltd. to centrally manage all the Organizations for data viewing, analysis, and unified feature configuration, we support the ability to manage multiple Organizations at the company level under AfterShip Company, allowing merchants to group subsidiaries (Organizations) under the parent company (Company).
What you'll learn
In this article, we will discuss:
Onboarding process
Roles and permissions
How to access company admin?
How to manage organizations linked to a company?
How to manage members linked to a company?
How to manage the billing of the company?
Onboarding process
AfterShip Company console is limited to the Enterprise plan customers and is set up and configured upon the customer’s request.
The customer can contact their dedicated AfterShip account managers to request the Company console configuration.
The customer signs the Sales Order and purchases an active Company pricing plan detailing the Organization quota and Member seats allowed per Company.
Currently, customers are allowed only 1 Company per Enterprise account and an unlimited number of Organizations under a single Company. (Subject to change upon the introduction of the Company plan)
Once the Sales order is signed and the Company plan activated, we will open the Company console for the customer and associate the requested organizations with it.
When the customers log in to the AfterShip Company admin, they will see the Company and the associated organizations fully set up and ready to be nicked and pricked.
Roles and permissions
| Role | Permissions |
|---|---|
| Company Owner | 1) Only 1 per Company |
| 2) All permissions, including management of the company, organization members and billing, and access to all product data | |
| Company Admin | 1) Management of the company, organization members, and billing, and access to all product data |
| 2) No limit to adding and assigning admins roles to the members | |
| Company Member | 1) Access to all product data |
| 2) No permission to add members to the company |
Custom roles are not supported under Company Management yet
How to access company admin?
Log in to your AfterShip Company account
From the top right corner, click the Company icon to open the navigation to the current company and the associated organizations your account has access (permission) to manage or view (based on your role)
Click on Manage Company to access the Products page of your company admin. Click Open of each product card to view consolidated data of all Organizations.
By default, consolidated data of Shipments will display. You can switch between Shipments, Analytics, and Protection data to view the report you want
You can select organizations for which you want to view the aggregated data
You can filter and sort data for a more granular view and understanding of the shipments, claims and coverage, and shipping, carrier, and transit time performance
Additional considerations
There can be n number of organizations associated with a company but you can only access the ones you have permission to manage and view per your Organization roles and permissions. Only owners and admins have permission to view organizations. The members can only view the combined data of all the organizations they have access to at a company level on the Company console.
Company Admins, if they want to have access to more organizations and their Tracking accounts under a company, they need to get in touch with the Company Owner/Admin to grant them access to the organizations they want and assign a role based on the requirements.
Company Admins cannot update their organization roles and permissions, only the Company owner can do that.
How to manage organizations linked to a company?
Company Owners and Admins can manage and view organizations linked to a Company.
From the top right corner, click the Company icon to expand the navigation and select Manage company
From the side menu, click Organizations to view the dashboard listed with all the organizations linked to the current Company you are accessing.
With each organization you can find the org ID, owner, and the date and time when it was created
Input the organization name and ID in the search bar to search for a specific organization effortlessly
To link more organizations to the company, you need to reach out to our support team for assistance
How to manage members linked to a company?
Important considerations
Company Owners and Admins can manage, edit, and view members and their respective roles linked with a Company and associated organizations
Owner and existing admin roles (company and organization) cannot be edited or modified by Company Admins
Admin roles on a company level can be modified only by the Company owner
Company Owners/ Admins can assign company roles to existing/new members. These are the people who only have organization-level access but no company-level permissions
Company Owner/ Admins can also assign additional or new organization roles to new or existing members of the company with existing organization roles linked to it
1. Manage company members
From the top right corner, click the Company icon to expand the navigation and select Manage company
From the side menu, click Members to view the dashboard listed with all the members on a company and organization level
Members with a Company role will have the role defined under the Company role column
Members with no Company role will have a (-) sign under the Company role column
View the status of the members under the Status column along with when they were added to the company
Filter down the list by roles on the Company and Organization level by applying the right filters
2. Edit Members
Click Edit given against the members of the company and organizations
The name of the member will be given at the top along with the registered email ID
Assign the level of access you wish to grant the member(s) at the company level
Assign the level of access you wish to grant the member(s) at the organization level
- Click Add role to assign roles for different organizations
- Choose the organization from the drop-down list and simultaneously choose the organization-level access
Please ensure the status is set to enabled to activate both the company and organization-level access, or either of them
Click Remove from the bottom left corner to delete the member from the company and the associated organizations. The member will lose their access and permissions from all the places at both levels.
3. Add members
Click Add member from the top of the Members dashboard
Enter the email address of the member you want to invite at the company or organization level
You can enter multiple emails separated by a comma to send bulk invites
Select the Company role, Organizational role, or both to assign the level of access you want to each member
An invitation email to new members with a link to set up their AfterShip account will be sent
The member name will display on the dashboard with the status Pending until the member accepts the invite and log in/ sign up using their email address on AfterShip
The status will update to Active, once the members set up their AfterShip account
4. Roles analysis
Get a detailed understanding of all the roles at a company and organization level and the level of access each role carries by switching to the Roles tab on the Members dashboard.
How to manage the billing of the company?
Company Owners and Admins can manage the billing of the company
From the top right corner, click the Company icon to expand the navigation and select Manage company
From the side menu, click Billing to view Enterprise plan data at the company level
a. Under Quotas, you will see the combined subscription quotas purchased on a company level of all products like Shipments, Returns, Emails, SMS, etc., and how much has been utilized so far
b. If the quota is exceeded, the usage will be shown in red
Below that Sales Order information will be displayed along with the Sales order ID, when it was purchased, status, and when it will be renewed
Click View details to have a more detailed view of the sales order and granularities of it
Let’s understand each element of the sales order in depth
| Field | Description | Example |
|---|---|---|
| Primary information | ||
| Sales order ID | Sales order unique ID | SO-SG02-20221117-269 |
| Status | The current status of the sales order. It was one of the following depending upon its nature. Pending Signature, Pending active, Active, Canceled, Suspended, Pending Suspend, and Expired. | Active |
| Sales order period | The active period of the sales order or the period till when this sales order is valid. | May 1, 2023 UTC → Apr 30, 2024 UTC |
| Renewal date | It indicates when the SO is next up for renewal. | Apr 30, 2024 UTC |
| Billing | ||
| Billing email | The customer's registered point of contact where the billing information will be sent. There may be more than one billing email which will be displayed separated by commas. | [email protected] |
| Quota cycle | The quota usage period means how often the quota will be refreshed to the original number. For example, every 12 months means the quota will be updated every 12 months. | Every 12 months |
| Billing cycle | It indicates how often the prepayment will be deducted from the added payment method. For example, every 12 months means that an advance payment will be required every 12 months for the services to continue. | Every 12 months |
| Payment terms | How many days after the invoice is issued does the customer need to pay. | Net 15 days |
| Items | ||
| Item name | Name of the item (AfterShip product plan) purchased by the customer. | Enterprise Account Advanced Member Seat |
| Product | Whether the current item contains a specific AfterShip product subscription, and if so, the subscribed products are displayed. | Tracking |
| Quota | Whether the current entry contains a quota subscription (Shipment), and if so, the quota amount is displayed. | 40 |
| Quantity | The number of current items (product plans) purchased. | 1 |
| Amount | The total amount of the current item(s) excluding tax. | $1,200 |
| Tax rate | Tax rates levied on the current item. | 0% |
| Total (includes tax) | The total tax-inclusive amount of the current item. | $1,200 |
| Memo | Any additional information related to the current item. | Waived 30 seats |
| Invoices | ||
| Invoice number | A unique, sequential code that is systematically assigned to invoices | IN-US01-202401-100088 |
| Invoice status | Current status of invoices generated so far | Open |
| Invoice period | The period for which advanced payment of the annual services is required as set out in the sales order | Feb 6, 2024, 00:00 UTC → May 5, 2024, 00:00 UTC |
| Invoice type | Invoice types include both prepaid and postpaid and can labeled as Pre-paid contract invoice or Usage invoice | Pre-paid contract invoice |
| Invoice total amount (includes tax) | The total amount of the invoice including tax | US$8,440.38 |
Updated on: 10/04/2024
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