Creating and Managing Users

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. Users can have unique settings and and be assigned different permissions and roles when created in ShipHero. This article covers:

How to Create a User

User Settings Definitions

Additional Settings for 3PL Users

Receiving an error when trying to create a new user?

• • You may need to increase the number of seats for your account. To do this, go to the My Account > Billing page and adjust as needed. The user making the adjustment must have permission to access the Billing page. If the user limit is reached, you will see the following prompt on the Users & Roles page.
  • If users are deactivated, the billing settings are not automatically adjusted and the number of additional users must be toggled back down as needed. When there are unused licenses on your plan, the following prompt will show on the Users & Roles page.
  • 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.
  • 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.

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.

1. 1. On the Users tab, click the Create User button in the top right corner of the page.
   2. 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.
   3. Check the boxes next to each App Setting that is required for the user and hit Continue again.
   4. 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.

User Settings Definitions

Below is the list of the settings available for users; additional information is available for those with hyperlinks.

Details Section

Settings Section

App Settings

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.

When adding users from a 3PL account, there is an additional dropdown on the Users & Roles page next to the Create User button. This dropdown is to navigate to the account you are managing and creating the users for.

There are several other settings available for 3PL Users only. This includes:

Additional Resources

How to Update a User's Password

Creating and Managing User Roles and Permissions