Setting up user administration for Intelligence 360

The user administrator(s) can set up what others within your organization can see and do in Intelligence 360™.

The Administration section is only available to the user administrator(s)*. As a user administrator you can:

  • Grant and modify access to individuals in your organization
  • Set user roles and restrict access by customer number

*Organizations can have more than one user administrator.

Each individual given access to Intelligence 360, must have an active Canada Post online user profile that is linked to your organization's contract and main customer number. Sign up an individual for an online user profile.

Registering users and setting permissions

  1. On the far right of the top menu bar, select Administration.

    Intelligence 360 menu bar with the ‘Administration” option highlighted.

  2. Below the status bar, in the blue box on the far left, select Register user to register a new user within your organization.

    Intelligence 360 menu bar with the “Register user” button highlighted under “Administration”.

  3. Once the page has loaded, enter the user’s first name, last name or email address in the box below Select user.

    You will see a drop-down list of potential users to whom you can give access to Intelligence 360. This list includes anyone in your organization with an active Canada Post online user profile linked to your organization’s contract and main customer number.

    Intelligence 360 drop down list of potential users under “Register user”.

  4. Select the Role for this particular user.

    Intelligence 360 options under “Select role for user”.

  5. Once you’ve selected the new user’s role, you can view what they will be able to access in Intelligence 360. You can then update the role, if required.

    Intelligence 360 checklist options under “User permissions”.

  6. Once the user’s role is chosen, select Continue to Assign customer number to restrict access by customer number.

    The user administrator can assign all, multiple or just one of the company’s customer number to individual users. Once registered, users will only see information that relates to the customer numbers assigned to their Intelligence 360 user role.

    Intelligence 360 options under “Assign customer numbers”.

  7. Click the Save button at the bottom of the page to save your selection. The new user will get a welcome email with a link to access Intelligence 360.