User Guide: Web Dashboard My Account Menu

The My Account menu in the ShipHero Web Dashboard is where you manage app installations, warehouses, users, permissions, devices, connected stores, workstations, email templates, billing, and CSV uploads for your account.

Apps

To print directly from ShipHero, your computer needs to have a print listener installed and running. Use this page to install the appropriate listener for Windows or Mac. This only needs to be installed on the computers that are attached to the printer(s) you want to use with ShipHero.

Warehouses

Create new physical warehouses and determine what address appears on shipping labels and invoices.

Creating a New Warehouse

If you have more than one physical warehouse location, you can create new warehouses to track inventory and products separately.

1. Click Add a Warehouse.
2. Choose default as the Profile.
3. Select Create a new warehouse and enter a name as the Identifier.

Create each new warehouse with a default profile so you can add products and track inventory in it.

• Profile: determines label and invoice settings
• Identifier: determines warehouse

Creating a New Warehouse Profile

If you want different invoices or different shipping addresses to appear on labels, you can create different profiles to determine which orders will print with specific information. For example, if you have two separate stores, you may want two different invoices. You can accomplish this by creating two different profiles.

1. Click Add a Warehouse.
2. Choose Create a new profile and name it.
3. Select the correct Warehouse and select Save.

Users

Manage user settings and add new users here. When you remove all order locks for a user, ShipHero closes any orders that user currently has open on their mobile device, so another user can pick or pack them.

For example, if a user leaves for the day without logging out of their mobile device while an order is still open on their screen, an admin can remove that user's order locks so another user can open the order.

Click Edit to change a user's settings. From here, you can:

• Update the assigned print station, and the order status and warehouse the user views on the mobile application.
• Enable or disable Tote QA.
• Add or remove the user from specific groups, and manage which store orders and products they can access.
• Upload a profile image for the user.

Roles & Permissions

Create groups for specific functions, such as a group for Pickers, a group for Packers, and an Admin group.

1. Click Add Group.
2. Enter a name for the group.
3. Select permissions using the checkboxes.

• Create: Ability to create a certain section.
• Read: Ability to view certain section.
• Update: Ability to edit certain section.
• Delete: Ability to remove certain section.

Devices

Here you can manage the devices registered in your warehouse. You have the option to search for specific devices, filter columns, and export the list as PDF or CSV files.

Stores

Directly connect e-commerce stores to your account. Once connected, ShipHero syncs products and orders, pulling in orders from the most recent two weeks by default. Request older orders from support if you need them pulled in.

After you connect a store, manage its settings from here. ShipHero does not manage inventory when you first connect a store unless you turn on this setting yourself. Before you enable Have ShipHero Manage Inventory, confirm your on-hand quantities are accurate in ShipHero.

Workstations

Manage workstations, edit station names, and delete old stations here. Click Edit to update the station name or warehouse.

Emails

Create and edit templates to directly email customers. For example, write a canned email to contact customers who submit a return order. Templates you create here appear in a dropdown when you select Email Customer on an individual order page.

Billing

Manage plan details, credit card information, and the number of users on your account. Add additional users by adjusting the bar under Additional Users and remove users as needed.

Settings

Account-wide settings are managed here, including settings for the mobile application, invoices, generic labels, product barcodes, API, customer returns and notifications.

CSV Management

Create manual orders in bulk using the order template available here. Once you upload orders, create a CSV mapping to reuse the next time orders are uploaded.

If you sell kitted items, you can create multiple kits using the Product Kit template. Follow the directions that appear once you select Product Kits from the dropdown.

Create bin locations in bulk by selecting Locations from the dropdown, or update settings for existing locations in bulk by selecting Update Locations. Follow the directions that appear once each option is selected. See How to Update Locations in Bulk via CSV in ShipHero for full steps on the update flow.

Logout

Clicking this menu option will log you out of your ShipHero account.

Further Resources

• ShipHero User Guide
• How to Create a User
• Users and Roles in ShipHero