Adding a 3PL client creates a child account under your 3PL so your customer can log in, connect their store, and start sending orders. You have two options: invite the client to register themselves, or register the account on their behalf using the legacy flow. Which one you choose affects how much control you keep over their user permissions.
Before You Begin
Decide which warehouses you will fulfill from for this client, and get the email address of the client's designated admin user.
Table of Contents
- Things to Consider Before Creating a New 3PL Client
- How to Invite a New 3PL Client to the 3PL Client Portal
- How to Register a New 3PL Client (Legacy Flow)
- Additional 3PL Client Resources
Things to Consider Before Creating a New 3PL Client
- The email used to create the account has Admin permissions. Applying a user role to that user later does not restrict them. If you do not want any of your client's users to have Admin permissions, use the legacy flow to create a pseudo admin instead.
- When you select multiple warehouses, or when the only warehouse assigned to the client is not the Primary warehouse, contact ShipHero Support to enable Multi-Warehouse Allocation (MWA) for your customer after the account is created. See How to Use Multi-Warehouse Allocation Rules.
How to Invite a New 3PL Client to the 3PL Client Portal
The 3PL Client Portal is a self-service interface for your 3PL clients' child accounts. It helps your customers get started on their own and reduces the time you spend training them on a new platform.
See FAQ: 3PL Client Portal for common questions. The 3PL Client Knowledge Base is an unbranded platform you can share to simplify training your customers further.
Step 1: Send the Invitation to the 3PL Client
- Go to the 3PL page.
- Select the warehouse(s) you will be fulfilling from for your client.
- Enter the customer's company name.
- Enter the customer's designated admin user's email, provided by the customer.
- Click Send Invite.
- Click OK on the confirmation screen to dismiss it.
To add another warehouse to a client after the invitation is sent, see How to Connect an Additional Warehouse to a 3PL Client.
Important
The registration link in the email expires after 48 hours. Confirm your client is ready to receive the email and complete the setup. You can send a new registration link if they miss the window.
Step 2: The 3PL Client Completes the Sign-Up Flow
Once the invitation is sent, your customer receives an email at the address you submitted. After they complete the sign-up, you receive an email notification and the customer account appears on the 3PL page.
Steps for Your Client to Complete Sign-Up
- Open the invitation email.
- Click the Go to Fulfillment Portal button in the email.
- Enter Full Name, business email, and a password.
- Click Sign Up.
| Invitation Email | Client Sign-Up Form |
|---|---|
Pro-Tip
Remind your client not to reuse passwords across different online applications. Reused passwords can lead to a data breach that compromises their information. Their 3PL Client Portal email should be unique.
How to Register a New 3PL Client (Legacy Flow)
The legacy flow lets you create the account on your customer's behalf. A common practice is to create the account with a pseudo-email so you can manage all user settings more closely.
- Go to the 3PL page and click Use legacy registration flow.
- Open the link in an incognito tab in your browser.
- Fill in the customer information:
- Company name
- Admin name, email address, and password
- The warehouses you will fulfill from for them
- Click Register.
- Log in to the 3PL Client Portal with the Admin credentials you just created, then continue through the configuration steps.
| Legacy Registration Option | Registration Form | Warehouse Selection |
|---|---|---|
Important
If the client will use the 3PL Client Portal after setup, tell them to replace the default password you entered with something more secure. They can do this from the 3PL Client Portal login page by clicking I forgot my password.