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.

Table of Contents

• Apps
• Warehouses
• Users
• Roles & Permissions
• Devices
• Stores
• Workstations
• Emails
• Billing
• Settings
• CSV Management
• Logout

Apps

To print directly from ShipHero, your computer needs a print listener installed and running. Use this page to install the listener for Windows or Mac. Install it only on the computers attached to the printers 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, 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 the warehouse.

Creating a New Warehouse Profile

To show different invoices or different shipping addresses on labels, create separate profiles that determine which information prints with which orders. For example, if you have two separate stores and want two different invoices, create two different profiles.

1. Click Add a Warehouse.
2. Choose Create a new profile and name it.
3. Select the correct Warehouse and click 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 App Settings such as Tote QA and Bulk ship QA.
• Grant or remove API access for the user.
• Add or remove the user from specific roles, and manage which store orders and products they can access.
• Upload a profile image for the user.

Roles & Permissions

Create roles for specific functions, such as a role for Pickers, a role for Packers, and an Admin role.

1. Select the Roles tab and click the Create Role button.
2. In the Role Type dropdown, select New to create a role from scratch, or select an existing role to use as a template.
3. Adjust the permissions as needed and click Continue.
4. Select users from the Add User/s dropdown to assign the role, or continue without adding users.
5. Click Create.

Each permission level includes the ones before it:

• View: User can view, but cannot create, edit or delete.
• Create: User can view and create, but cannot edit or delete.
• Edit: User can view, create and edit, but cannot delete.
• Delete: User can view, create, edit and delete.

Devices

Manage the devices registered in your warehouse. You can search for specific devices, filter columns, and export the list as a PDF or CSV file.

Stores

Connect e-commerce stores directly to your account. Once connected, ShipHero syncs products and orders, pulling in orders from the most recent two weeks by default. Contact Support if you need older orders 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.

Workstations

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

Emails

Create and edit templates to email customers directly. 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

Manage account-wide settings 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, create multiple kits at once using the Product Kit template. Follow the directions that appear once you select Product Kits from the dropdown. See How to Create and Edit Kits in ShipHero.

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

Click this menu option to log out of your ShipHero account.

Further ShipHero Resources

• ShipHero User Guide
• How to Create and Manage Users in ShipHero
• How to Create and Manage Roles and Permissions