Congratulations on your new client! Adding a 3PL client to your 3PL account is as easy as 1-2-3.
Option A: 3PL Adds the Customer
Step 1: Go to 3PL Page
Navigate to app.shiphero.com > 3PL.
Step 2: Add Customer
You have the option of adding customer accounts yourself by clicking on the setup link available underneath the invite sender. To open the link, right-click on it and open it in an incognito window in Chrome.
Step 3: Fill in Customer Information
Fill in your new client's information including their name, email address, password, and some other basic information. Click Register when you are done.
Option B: Customer 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.
Step 2: Send Email to Contact
Input the 3PL contact's email address under Invite a new customer and click Send Invite.
Step 3: Customer Follows Link
Once your customer receives the email invite, they can click on their unique link to begin setting up their account.
Note: The link sent to the customer has a 48 hour expiration date.
You will receive an email notification once your customer has signed up. Your customer will have access to all ShipHero features with the exception of editing inventory or shipping orders while relying on you as their 3PL fulfillment partner. You will see your customer accounts directly in the 3PL Customer's view within ShipHero at https://app.shiphero.com/3pl.
3PL Client Configuration
Each new customer added to ShipHero requires configuration. See our article on How to Configure a New 3PL Client.