Users & Cost Accounts Support

How do I change my username and password on the SendKit?

To change your username or password, open your Profile from the Home screen, use the Change link and save.

1. Select your username in the upper right of the Home screen.
2. Select Profile.
3. Select the Change link.
4. Click Save to confirm changes.

Note: Your email address is shown on the Profile screen but cannot be changed within the account. To change it, ask your organisation’s online shipping account administrator to re-invite you using your preferred email address.

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How do I manage existing users on the SendKit?

As an Admin, you can edit users from the Users settings, where you can reset a user’s role or status or edit their details.

1. Select Settings cog > Users. A list of all users displays with their name, email address, role (Admin or User) and status (Active, Inactive or Invited). Filter by status using the All drop-down, or search by name or email.
2. Click the pencil icon next to the user you wish to edit, then reset their role or status or edit their details.

Note: The User Details icon is disabled for the user who originally signed up for the account.

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How do I invite additional users to the SendKit?

As an Admin, you can invite new users from the Users settings, provided your subscription allows multiple users.

Note: On a single-user subscription the Invite option is greyed out. Use the upgrade link on the top right of your screen, or contact Mailcoms to upgrade to a multiple-user subscription.

1. Select Settings cog > Users.
2. Select Invite.
3. Enter the new user’s name and email address.
4. Enter a Display Name.
5. Select a role (Admin or User) from the Role menu — you can change it later.
6. Select Invite. The user receives an email and appears in the list with a status of Invited.

The invited user then signs in by selecting the Sign In link in the email, entering a password, and signing in.

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What are cost accounts on the SendKit?

Cost accounts help you track postage spend by assigning a trackable cost category to shipping labels and postage refills. Only Admins can enable, add, edit, import, export and deactivate cost accounts.

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How do I add a cost account on the SendKit?

To add a cost account, open Cost Accounts in Settings, add an account and enter its details.

1. Select Settings > Cost Accounts.
2. Select + Add Account.
3. Enter the Account name (maximum 20 characters) and an optional Description. Leave the Status set to Active.
4. (Optional) To make this your default cost account, select Set as default.
5. Select Save and Close, or Save and Add Another to continue.

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How do I set a default cost account on the SendKit?

To choose which cost account is selected by default, edit it in Cost Accounts and set it as default.

1. Select Settings > Cost Accounts.
2. Select the edit icon next to the cost account you want as the default.
3. Select Set as default.
4. Select Save.

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How do I import cost accounts on the SendKit?

To import cost accounts, prepare a CSV with the required headers and upload it from Cost Accounts. Only Admins can import cost accounts.

In the CSV file, the first row must use these headers: A1 = Name (20 characters maximum), B1 = Description, C1 = Status (value must be either Active or Inactive, not case-sensitive).

1. Select Settings > Cost Accounts.
2. Select Import.
3. Select Import Multiple Cost Accounts.
4. Select Browse.
5. Choose the CSV file containing your cost accounts and select Open.
6. Select Import.

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How do I delete a cost account on the SendKit?

To delete a cost account, select the delete icon next to it in Cost Accounts and confirm.

1. Select Settings > Cost Accounts.
2. Select the Delete icon next to the cost account.
3. Select Delete to confirm.

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How do I apply a cost account to a shipping label on the SendKit?

To apply a cost account, select it from the Addressing screen when creating a label.

1. Select the Cost Account field on the Addressing screen.
2. Choose the account from the list, or start typing its name or number to search.

Note: Your 5 most recent cost accounts show in the drop-down; scroll down to view the 10 most recent under All. With more than 10 accounts, type part of the name or number to find the one you need.

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SendKit Users & Cost Accounts – Frequently Asked Questions