Invite Someone to a Shipment

Add a Company colleague to a shipment, or create an invitation for an outside partner.

  • ForShipment users allowed to manage access
  • Task timeAbout 4 min
  • Video1:16
  • Last checked2026-10-22

Overview

Shipment access is separate from Company membership. Shiplete does not email shipment invitations: you share the link and access code yourself.

What you'll learn

  • Add a Company colleague directly
  • Create an invitation for an outside partner
  • Share the link and code safely
  • See who has accepted
1:16 · Captions are on by default. The video plays only when you press play.

Before you begin

Step-by-step guide

  1. Open Permissions

    Open the shipment, then Permissions in the shipment menu. Select Add shipment user.

    Shipment Permissions with Add shipment user highlighted.
    Step 1

  2. Add a colleague

    Under Or choose someone in your Company, choose the colleague; they will be added directly. Choose one or more roles, such as Viewer and Uploader, then select Add user. Shipment access does not make anyone a Company member.

    Add or invite a user with a colleague chosen, Viewer and Uploader ticked and Add user highlighted.
    Step 2

  3. Invite an outside partner

    For someone outside your Company, enter their Email address; Shiplete creates an invitation. Choose how long it is Valid for and the roles, such as Reviewer, then select Create invitation. Some roles are not available for people outside your Company.

    Add or invite a user with an outside email, Reviewer ticked and Create invitation highlighted.
    Step 3

  4. Track pending invitations

    Until it is accepted, the invitation waits under Pending invitations, where you can Reissue or Revoke it.

    Pending invitations listing the partner's invitation with Reissue and Revoke.
    Step 5

  5. Your partner accepts

    Your partner signs in, opens the link, enters the 4-digit code and selects Accept Shipment invitation. The shipment then appears in their list, and Permissions shows them as active.

    Accept Shipment access with the code entered and the accept button highlighted.
    Step 6

Expected result

A Company colleague has access at once. An outside partner appears under Pending invitations until they accept, then shows as an active External partner with the roles you chose.

Common issues

The invitee says no email arrived.
Shiplete does not email shipment invitations. Share the link and code yourself.
A role is not offered.
The roles depend on your own access and on who you are inviting.

Next tutorial

Video + guide1 min videoUnderstand Shipment OverviewRead a shipment's Overview: documents, fields needing attention, people and progress.

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