3PL - How to Add a New 3PL Client

Congratulations on your new client! Adding a 3PL client to your 3PL account is as easy as 1-2-3, and then they will be ready to log in and get to work. There are 2 ways to add a new client: you can either “invite” or you can “register them yourself.” This article will walk you through some things to consider before inviting/registering your customer and the recommended practices in managing the access your clients have.

How to Invite a New 3PL Client to the 3PL Client Portal

How to Register a New 3PL Client (Legacy Flow) 

IMPORTANT NOTE: The email used to create the account will have Admin permissions. This means that even if a user role is applied to the user later, none of the restrictions will apply to them. 

How to Invite a New 3PL Client to the 3PL Client Portal

The 3PL Client Portal is an easy-to-use interface designed to encourage self-service for ShipHero’s 3PL clients' child accounts, making it easy for your customers to get started and reducing the time you spend training them on a new platform.  

Need more info? Visit our 3PL Client Portal FAQs. Additionally, here is the link to the 3PL Client Knowledge Base; an unbranded platform to simplify training your customers even further.  

Step 1: Send the Invitation to the Client

1. 1. Go to the 3PL page.
   2. Select the warehouse(s) you will be fulfilling from for your client. If you forget/need to add another warehouse to a client after the invitation is already sent, use the flow outlined HERE.
   3. Type the customer’s company name.
   4. Type the customer’s designated admin user’s email (provided by the customer).
   5. Click on Send Invite.
   6. A confirmation screen pops up to confirm the email was sent. Click OK to dismiss.

NOTE: The registration link in the email will expire after 48 hours. Please ensure your client is ready to receive the email and complete the setup. You can send them a new registration link if they miss the window.

Step 2: Customer Completes the Sign-Up Flow 

Once the invitation is sent, your customer will receive an email at the email address submitted when filling out the form. Once they complete the sign-up, you will receive an email notification and will see your customer account listed on the 3PL page.

Here are the steps for them to get started.

1. 1. Open the invitation email. 
   2. Click the Go to Fulfillment Portal button in the email.
   3. Enter Full Name, business email, and a password.
   4. Click Sign Up.

NOTE: Please remind your client not to reuse passwords across different online applications. This can easily lead to a data breach that compromises their information and could cause them to lose money. Their 3PL Client Portal email should be unique.

How to Register a New 3PL Client (Legacy Flow) 

Using the legacy flow allows you to create the account on your customer's behalf. A common practice with this flow is to create the account using a pseudo-email so you can manage all users' settings more closely.

1. 1. Go to 3PL Page and click the "Use legacy registration flow."
   2. Open the link in an incognito tab in your browser.
   3. Fill in the customer information.
      • Company name
      • Admin name, email address, and password
      • Check the warehouses you will fulfill from for them. 
   4. Click Register.
   5. The 3PL Client Portal will load. Log in with the credentials of the Admin user just created and continue through the configuration steps.

NOTE: If the client intends to use the 3PL Client Portal once it has been set up, please recommend to them that they update the default password you have entered with something more secure. This can be completed from the main Client 3PL Portal log-in page by clicking on the "I forgot my password" link.

Additional Resources

How to Manage 3PL Client Account Settings

How to Configure a New 3PL Client