Team Members, Roles and Partner Access
Give colleagues their own PortalX login with exactly the rights they need, and give partner organizations (such as a carrier or reseller) controlled access to your orders.
Users
Go to Settings > Team & Access > Users (permission Manage Users). Tabs: All, Active and Locked, with a search box.
Click New User.
Fill in first name, last name, email, phone number with country code and at least one role.
Optionally set a Portal PIN (2 letters and 3 digits, for example AB123). If you leave it empty, one is generated.
Keep Send account invitation on. The new user receives a welcome email with a single-use link to choose a password (valid 24 hours) and their Portal PIN.
While the invitation is open the status is "Waiting for password setup". Use Resend invitation if needed (wait a minute between sends).
To block someone, switch on Lock out user. They then see "Your account is locked. Please contact support or your company administrator." when signing in.
The PIN Lock Timeout card on this page sets after how many idle minutes PortalX locks for your whole company (0 disables it, maximum 1440).
Roles and Permissions
Go to Settings > Team & Access > Roles & Permissions (permission Manage Roles). Click New Role, give it a name and tick permissions in the matrix, grouped by area. Use search and filters, then Review changes before saving. Deleting a role removes it from every user who has it. The built-in Administrator role has locked core permissions.
Permission areas include portal access and dashboard, transactions (view, create, labels, cancel, set shipped, tags, bypass PIN on the payment page), products, users and roles, billing (view, manage, export), returns, channels, partner access, shipping, rules, templates, printing, Track & Trace, email and SMS sending, developer tools, the Message Centre, the pack station (Use the pack station, Pack without scanning), warehouse stock (view, receive, adjust, transfer, count, approve counts, stock settings, export history) and the warehouse dashboard. Message Centre permissions must always be given explicitly, also to administrators.
For warehouse teamwork there are three permissions: View team tasks and comments, Write team comments and Manage team tasks. Roles that already work with the pack station or with stock get the first two by themselves, and team lead roles also get the third. See "Team Tasks, Comments and Mentions in the Warehouse".
Partner Access
Go to Settings > Business > Partner Access (permission Manage Partner Access). Tabs: Given (access you gave) and Received (access others gave you).
Click Add Grant.
Pick one of your channels.
Enter the partner's email. It must belong to an existing QrX user, otherwise you see "No QrX user found for that email".
Choose a scope and optionally a reason.
Carrier operations: read transactions, set shipped or cancelled, add operations notes. No dashboard.
Payment provider support: read-only. No dashboard.
Read-only support: no amounts, no personal data, no changes.
Reseller operations: full read, operational changes and a shared channel dashboard.
Fulfilment partner: a fulfilment company that picks, packs and ships your orders from its own warehouse. It sees the order lines, shipping method and tracking, sees whether an order is paid, unpaid or cancelled, sees your products and their prices in its Catalog to link them to its stock, prints labels and marks orders as shipped. It can always chat with you about an order. By default it does not see order amounts or consumer contact data. Under Extra permissions in Edit partner access you can let it see consumer contact details and order values, do customer support for you or handle your returns. On a shared channel the partner manages the stock, so you cannot change those quantities yourself. See "Fulfilment Partners and Switching Partners" and "Fulfilment Partner Permissions (Extra Permissions per Partner)".
Use the pencil icon to change the scope or end date, or the trash icon to end access immediately. Partners can never refund your transactions.
A channel has at most one fulfilment partner. Giving a second partner fulfilment access to the same channel is refused with the name of the partner that has it; use Switch partner on the partner's row to move to another partner.
Fulfilment Partners: Whose Carrier Contract Buys the Label
A fulfilment partner opens Fulfilment settings on a grant it received (Settings > Business > Partner Access > Received) and chooses who buys the shipping labels it prints for that merchant:
Merchant's carrier contract: labels use the merchant's own shipping methods and contract, exactly as if the merchant printed them. The merchant is billed as usual.
Our own carrier contract: labels are bought on the partner's own shipping method. That can be a method on the partner's own UPS, PostNL or Packs contract, or a method on the QrX contract (marked QrX contract in the list). The merchant is never charged for these labels.
Labels on a QrX-contract method are invoiced by QrX to the fulfilment partner, at the partner's own QrX shipping price for that lane and weight (the same price it would pay for its own orders, plus fuel or residential surcharges when its rate excludes them). They appear on the partner's usage invoice as Partner labels (QrX contract), one line per merchant. Labels on the partner's own carrier contract are paid to the carrier by the partner; QrX does not charge per label for them.
Each order is labelled automatically with the partner's method of the same carrier and service, or with the method the packer picks under Ship with at the pack station, which may be another of the partner's methods. A test order can only use a test method, a live order only a live method. When the partner has no QrX price for an order on its QrX-contract method, the print is refused with "no QrX price", so no label is ever bought that cannot be invoiced. Ask QrX support to set up the partner's shipping prices. If the list says you have no shipping method yet, add a UPS, PostNL or Packs method under Settings > Shipping methods first.
Activity Log
Every important action is recorded in the Activity Log; see "Activity Log, Notifications and Help in PortalX".
When to Contact Our Support Team
Contact QrX support if a colleague's invitation email never arrives after resending, if you locked out the last administrator, or if a partner cannot see orders you shared with them.