Each team member requires a user to access ShipHero platforms and mobile applications. As a best practice, we recommend that every team member has a unique user and not share user credentials. ShipHero users can have unique settings and be assigned different permissions and roles.
Table of Contents
- How to Create a User
- Common Errors when Creating Users
- User Settings Definitions
- Additional Settings for 3PL Users
- How to Deactivate a User
How to Create a User
To create a new user, you need to navigate to the Users and Roles page. You can navigate to this page from the app.shiphero.com platform by going to My Account > Users, or the shipping.shiphero.com platform by opening the side menu and clicking on Users & Roles.
- On the Users tab, click the Create User button in the top right corner of the page.
- Fill in the user Details and Settings; all fields marked with an asterisk are required. Then click the Continue button to move to the next section.
- Check the boxes next to each App Setting that is required for the user and hit Continue again.
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Check the box next to the Role(s) that apply to the user or close the window if a role will be assigned later.
NOTE
In this step, the option to create a new user role is also available. To do this, click on the Create Role button. The following article has more information about Creating and Managing User Roles.
Password Minimum Requirements
- A minimum of 12 characters
- Must include an UPPERCASE character
- Must include a lowercase character
- Must include a number
Common Errors when Creating Users
Listed below are some errors that you may encounter when creating users and how to correct them.
User Limit Reached
If the user limit is reached, you will see the following prompt on the Users & Roles page. To increase the number of seats for your account go to the My Account > Billing page and adjust as needed. The user making the adjustment must have permission to access the Billing page.
NOTE
The maximum number of additional users that you can add from the billing page is 300. If your account has reached the limit of 300 additional users and you need more, please contact ShipHero Support for assistance.
Email Already in Use
If you encounter an error stating an email is already in use on another account, it means the email is associated with a different ShipHero account. Each user must have a unique email address. Consider using a different email address for the new user, or contact ShipHero Support for assistance.
User Settings Definitions
Below is the list of the settings available for users; additional information is available for those with hyperlinks.
Details Section
| Setting | Definition |
|---|---|
| Multi-factor authentication (Toggle On/Off) |
Multi-factor authentication (MFA) is a multi-step account login process that requires users to enter more information than just a password. Need more info? Visit HERE. |
| Activate User (Toggle On/Off) | On by default when creating a new user. Toggle this off when a user needs to be deactivated. |
| Admin (Toggle On/Off) |
This role has full permissions and can create/update roles. Need more info? Visit HERE. |
Settings Section
| Setting | Definition |
|---|---|
| Default Print Station | When the user prints an invoice or label, it will go to the printer set up on the station selected. |
| Default Warehouse | The user will see only information related to this warehouse. |
| Default Store | The user will see solely information related to this store. |
| Default Language (English/Spanish) | Languages other than English are supported in select sections only. If not, English will be used as default. |
| Default Order Status | The status of the orders the user will see by default on the mobile app. |
| Allowed Warehouses |
The warehouses the user has access to. More info here on Managing Users' Warehouse Visibility |
App Settings
| Setting | Definition |
|---|---|
| Display items' locations on order (Mobile) | Deprecated Setting (Locations show by default on the mobile device when processing orders) |
| Display item SKU on order (Mobile) | Deprecated Setting (SKUs show by default on the mobile device when processing orders) |
| Bulk ship QA | Forces user to scan all items when packing a sample order. |
| Tote QA | Forces user to scan all items from a tote before shipping. |
| All items must be picked before printing labels | The print labels button and its command barcode will be disabled until all items have been packed. |
| Do not allow user to change their warehouse while shipping | This blocks a user from switching their warehouse when shipping. |
| Single Item Batch Pick Rows | This will only show products in these locations when this user is in Single Item Batch Pick mode. |
| Multi/Single Item Batch Tag Filter | This will filter batches to select orders that have the specified tag. This is in addition to the status filter. |
| Voice Picking - Enable sound feedback | Allow the app to tell you the next task to complete while picking on the mobile. |
| Voice Picking Speed | The speed the app will read the next instruction while picking on the mobile. |
| Voice Picking Language | Language the app will speak in. Select from dropdown. |
| Sound Feedback - Enable sound feedback | Play sounds on erroneous barcode scans. |
Additional Settings for 3PL Users
3PLs can create users for their account or in their clients' accounts; only users created at the 3PL account will be able to make inventory changes and process orders in the 3PL's account.
- 3PL users have access to the 3PL dashboard, the customers' information, and the warehouse assigned to the user.
- The 3PL client user will only have access to their dashboard, no other customer's information. Visit our other article for more information on 3PL - Managing 3PL Client Settings
Adding Users to a 3PL and 3PL Client Account
When adding users in a 3PL account, there is an additional dropdown on the Users & Roles page next to the Create User button. This dropdown controls the account you are managing and creating the users for.
- My Account: Manage users for the 3PL account.
- Clients: Select a client from the list to manage users for a 3PL client's account.
Additional 3PL User Settings Defined
There are several other settings available for 3PL Users only. This includes:
| Setting | Definition |
|---|---|
| Position - Used for Performance Dashboards |
A user's job title in the warehouse. i.e., manager, lead, associate, temp worker, etc. |
| Payroll | Employee's Hourly Rate. |
| Payroll ID | ID for your employee in your payroll processor. |
| Customers |
The 3PL client accounts the user has access to navigate in/out of. More information here on Switching Between 3PL Clients' Accounts |
How to Deactivate a User
To deactivate a user toggle off the Activate User setting. This will remove the user from the active users list and they will not be able to access the platform.
Important Notes when Deactivating Users
- Users cannot be deleted only deactivated, ensuring previous activity records remain intact for reporting needs.
- If users are deactivated, the billing settings are not automatically adjusted and the number of additional users must be toggled back down as needed on the Billing page.
- When there are unused licenses on your plan, the following prompt will show on the Users & Roles page. "You have unused licenses on your plan. You can manage the total users for your plan here."