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, navigate to the Users and Roles page. From app.shiphero.com, go to My Account > Users. From shipping.shiphero.com, open the side menu and click 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. Click Continue to move to the next section.
- Check the boxes next to each App Setting required for the user, then click Continue.
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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.
In this step, the option to create a new user role is also available. Click the Create Role button. See Creating and Managing User Roles for more information.
Pro-Tip
Plus addressing (also called sub-addressing) lets you create unique email variations by adding a + symbol and a custom tag before the @ symbol — for example, info+username@domain.com. All emails sent to the variation are delivered to the main inbox.
ShipHero treats plus addresses as unique email addresses, making them a practical solution for creating accounts for pickers and packers who do not have individual company email addresses.
When a user created with a plus address resets their password, the reset email is sent to the main inbox — the address before the + symbol.
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
The following errors may occur when creating users and how to resolve them.
User Limit Reached
When the user limit is reached, a prompt appears on the Users & Roles page. To increase the number of seats, go to My Account > Billing and adjust as needed. The user making the adjustment must have permission to access the Billing page.
The maximum number of additional users you can add from the Billing page is 300. If your account has reached this limit and you need more, contact ShipHero Support for assistance.
Email Already in Use
When an error states that an email is already in use, the address is associated with a different ShipHero account. Each user must have a unique email address. Use a different email address for the new user, or contact ShipHero Support for assistance.
User Settings Definitions
The following settings are available when creating or editing a user. Settings with hyperlinks have additional documentation.
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. |
| 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 and update roles. |
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 only information related to this store. |
| Default Language (English/Spanish) | Languages other than English are supported in select sections only. English is used as default elsewhere. |
| 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. |
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 | Blocks a user from switching their warehouse when shipping. |
| Single Item Batch Pick Rows | Only shows products in these locations when this user is in Single Item Batch Pick mode. |
| Multi/Single Item Batch Tag Filter | Filters batches to select orders that have the specified tag, in addition to the status filter. |
| Voice Picking - Enable sound feedback | Allows the app to announce the next task while picking on the mobile device. |
| Voice Picking Speed | The speed at which the app reads the next instruction while picking on the mobile device. |
| Voice Picking Language | Language the app will speak in. Select from the dropdown. |
| Sound Feedback - Enable sound feedback | Plays 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 level can 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.
- 3PL client users have access only to their own dashboard — no other customer's information. See 3PL - Managing 3PL Client Settings for more information.
Adding Users to a 3PL and 3PL Client Account
When adding users in a 3PL account, an additional dropdown appears on the Users & Roles page next to the Create User button. This dropdown controls which account you are managing and creating 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
The following settings are available for 3PL users only.
| Setting | Definition |
|---|---|
| Position - Used for Performance Dashboards |
The user's job title in the warehouse. Examples: manager, lead, associate, temp worker. |
| Payroll | Employee's hourly rate. |
| Payroll ID | The employee's ID in your payroll processor. |
| Customers |
The 3PL client accounts the user has access to navigate in and out of. |
How to Deactivate a User
To deactivate a user, toggle off the Activate User setting. The user is removed from the active users list and can no longer access the platform.
Important Notes when Deactivating Users
- Users cannot be deleted — only deactivated — ensuring previous activity records remain intact for reporting.
- Deactivating a user does not automatically adjust billing. Reduce the number of additional users on the Billing page as needed.
- When there are unused licenses on your plan, the following prompt appears on the Users & Roles page: "You have unused licenses on your plan. You can manage the total users for your plan here."