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 into the 3PL Client Portal.
You now have 2 options to add your new client. You can either “invite” them to join your 3PL account or you can “register them yourself." This article will walk you through steps for both options.
Option 1: Invite Your Client to Self Sign-Up
Option 2: Register Your New 3PL Client
Option 1: Invite Your Client to Self Sign-Up
If your client is comfortable setting up their own account, send an invite to them directly!
Step 1: Go to 3PL Page
Go to app.shiphero.com > 3PL.
Once you have logged in, click on 3PL in the menu across the top of the page.
Step 2: Fill Registration information
Select the warehouse that the client will use, fill in their company name and then fill in their address in the two available dialog boxes and click Send Invite.
NOTE: The registration link in the email will expire after 48 hours. Please be sure 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 3: Customer Follows Link received on their email
Once your customer receives the email invite, they can click on their unique link to begin setting up their account.
Instruct them to click on the Go to Fulfillment Portal button in the email.
Your customer will have access to the 3PL Client Portal to create their users and finish their account configuration.
Your client will need to create their account by entering their full name, their business email, and a password. Once these have been entered, click Sign Up.
NOTE: Please remind your client to NOT re-use passwords across different applications online. 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.
You will receive an email notification once your customer has signed up.
You will see your customer accounts directly in the 3PL Customer's view within ShipHero at https://app.shiphero.com/3pl.
Option 2: Register your 3PL Client
Step 1: Go to 3PL Page
Navigate to app.shiphero.com > 3PL.
Step 2: Open Registration Link
To complete the setup for your client, right-click on the Use legacy registration flow link under the Send Invite button. Open the link into an incognito tab in your browser.
Step 3: Fill in Customer Information
Once the link has opened in a new tab, fill in your new client's information including their Company name, Admin Name and email address, password, and some other basic information. Click Register when you are done.
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.
Step 4: Register and start configuring your client’s account
Once you click on the Register button your client account will be registered and ready to start its configuration. The 3PL Client Portal will load to login with the credentials of the Admin user just created on your client’s account and continue its configuration.
3PL Client Configuration
Each new customer added to ShipHero requires configuration. See our article on How to Configure a New 3PL Client.