Adding Customers to a 3PL Account
Managing Your Customers
As a ShipHero 3PL, you have the ability to add your customers who get all the features and benefits of ShipHero.
To manage customers, tap the 3PL Customers link available on the top nav menu (https://app.shiphero.com/3pl)
This is ideal for customers who are comfortable with setting up their own account.
Step 1: Send an Invite to the Customer
Typically, you will send an email to your customer contact who will be responsible for setting up their ShipHero account.
Step 2: Your Customer Now Has ShipHero Features
Once your customer receives the email invite, they can click on their unique link to begin setting up their account.
Tip: You will receive an email notification once your customer has signed up. We recommend you reach out to your customer and send them a link to the getting started guide. Typically, ShipHero 3PLs will create their own version of a getting started checklist depending on their specific requirements.
Your customers will have access to all the great features of ShipHero, while relying on you as their 3PL fulfillment partner.
You will see your customer accounts directly in the 3PL Customers view within ShipHero. https://app.shiphero.com/3pl
Adding Customers Manually
You also have the option of adding customer accounts yourself by clicking on the setup link available underneath the invite sender.
When selecting this link, there are 3 ways to get it to work:
- Use an incognito window in chrome and open the link there
- Open the link in a browser you are not currently logged in to ShipHero with
- Copy the link, log out, then open the link there