> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://cfs.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Admin tab

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/cfslogo-01-for-crisp_nkkil4.png)

### ${color}[#5185c2](**ShipBoss Help Center : Admin Page**)

### ${color}[#294C75](**Admin Page**)

The admin Page is where you will manage invoices, manage users and roles, and order supplies.

To access your admin features, head over to the **Admin** tab.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899494_1yinusr.png)

### ${color}[#294C75](**View and Manage Invoices**)

The **Invoices** tab is where you may view and manage your shipping invoices.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899512_qomb5d.png)

You have to the option to filter your invoices by:

1. Payment Status
    
2. Invoice Number
    
3. Tracking Number

To view an Invoice, click the **View Invoice** icon on that invoice row.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899491_11m7hck.png)

The invoice will open in PDF format in a new browser tab which you may download.

To download the invoice as a regular CSV, click the **Regular Format** button and a CSV file will download.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899488_1n3dyr0.png)

To download the invoice in a compact CSV, click the **Compact Format** button and a CSV file will download

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899485_qdxwcv.png)

### ${color}[#294C75](**User Management and Roles**)

In ShipBoss, you have the option to add users to your account as needed and assign appropriate roles.

#### ${color}[#294C75](**Adding a New User**)

In your “Admin” page, navigate to the **User Management and Roles** tab and click on the **Create New User** in the upper right of the screen. This will bring up the “Create New User” dialogue.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899482_zx672t.png)
${youtube}[Add a New User](V63hgOvyuYE)
Fill in the user’s name and email. You will also select an appropriate role for your user from the **Roles** dropdown.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899536_1aidg9j.png)

##### ${color}[#294C75](**User Roles**)

Available User roles are:

**Superuser** \- Has full access to the company’s billing and administrative features as well and creating shipments and pickups.

**Basic user** \- Has access to create labels and pickups. They won’t see billing or other admin features.

**Limited user** \- Will only have access to ship to addresses that are available to them in the company address book.

**Dashboard User** - Coming Soon…

Once you’ve entered the user information and desired role, hit **Save** and the user will now appear below in the list view.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899479_1877eph.png)

#### ${color}[#294C75](**Editing a User**)

When necessary, you may edit a User’s name or role by clicking the **Edit** button.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899476_1s9s0op.png)

This will bring up the **User** dialogue where you can make necessary changes to either Name or Role.

#### ${color}[#294C75](**Deleting a User**)

You may also delete a user when necessary by clicking the **Delete** button on the far right.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899470_1vrbqx2.png)

Before deleting a user, you will be prompted to confirm you wish to proceed.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899467_s7wq3w.png)

### ${color}[#294C75](**Ordering Shipping Supplies**)

You may place a supplies order through ShipBoss by navigating to the **Supplies** tab and clicking the **Create New Order** tab. This will bring up the **Create New Order** dialogue.

***Please Note:** Supplies are limited, so we ask you only order supplies you will be using for order places through ShipBoss.*

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899464_1i1dzh6.png)

Select your desired carrier from the **Choose Carrier** dropdown. This will show the available carrier shipping supplies you may order.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899461_1nhwgt0.png)

Select the item and amount you wish to order and hit **Preview Order**. You’ll be shown an **Order Summary** allowing you to review your order and make necessary changes before confirming.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899458_18wkcgn.png)

Once you confirm the order, it will appear below in List view with its current status. And you will receive email confirmation.

![](https://storage.crisp.chat/users/helpdesk/website/7e892f1e5e634400/430899455_rgyze9.png)

Once your order is processed, you will receive a page notification and a status email update (if opted). You may also see the supplies order status by going to the **Supplies** tab on the Admin page.