Admin Page Overview
Access the 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.
The Admin tab in the Kadima navigation
View and Manage Invoices
Navigate to the Invoices Tab
The Invoices tab is where you may view and manage your shipping invoices.
The Invoices tab within the Admin page
Filter Your Invoices
You have the option to filter your invoices by:
- Payment Status
- Invoice Number
- Tracking Number
View an Invoice
To view an Invoice, click the View Invoice icon on that invoice row.
Click the View Invoice icon to open the invoice
The invoice will open in PDF format in a new browser tab which you may download.
Download Invoice as Regular CSV
To download the invoice as a regular CSV, click the Regular Format button and a CSV file will download.
The Regular Format button for CSV download
Download Invoice as Compact CSV
To download the invoice in a compact CSV, click the Compact Format button and a CSV file will download.
The Compact Format button for CSV download
User Management and Roles
About User Management
In Kadima, you have the option to add users to your account as needed and assign appropriate roles.
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.
Click Create New User to open the user creation dialogue
Fill in the user's name and email. You will also select an appropriate role for your user from the Roles dropdown.
The Create New User dialogue
User Roles
Available User roles are:
| Role | Description |
|---|---|
| Superuser | Has full access to the company's billing and administrative features as well as 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... |
Save the New User
Once you've entered the user information and desired role, hit Save and the user will now appear below in the list view.
The new user now appears in the list view
Editing a User
When necessary, you may edit a User's name or role by clicking the Edit button.
Click Edit to modify a user's name or role
This will bring up the User dialogue where you can make necessary changes to either Name or Role.
Deleting a User
You may also delete a user when necessary by clicking the Delete button on the far right.
Click Delete to remove a user
Before deleting a user, you will be prompted to confirm you wish to proceed.
Confirm the deletion before proceeding
Ordering Shipping Supplies
Create a New Supplies Order
You may place a supplies order through Kadima by navigating to the Supplies tab and clicking the Create New Order tab. This will bring up the Create New Order dialogue.
The Create New Order dialogue
Select Carrier and Supplies
Select your desired carrier from the Choose Carrier dropdown. This will show the available carrier shipping supplies you may order.
Select a carrier to view available supplies
Preview and Confirm Your Order
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.
Review your order in the Order Summary before confirming
Track Your Order
Once you confirm the order, it will appear below in List view with its current status. And you will receive email confirmation.
Your confirmed order appears in the list view with its status
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.
You're All Set!
You now know how to use the Admin tab to manage invoices, users, and shipping supplies in Kadima.