Use this page to specify your account settings including contact details, company information, payment method, shipping options and more. To access your account settings, from the ShipBob dashboard, click on Your Account button on the left-hand bottom side of the screen.
Under the Profile tab, you can update the following information:
|Email Address||Insert a valid email address (e.g. email@example.com)|
|First Name||Primary contact first name|
|Last Name||Primary contact last name|
|Phone Number||Insert a valid phone number|
After you have finished updating your profile, click Save.
Change Password: Change the password to your account by clicking on Change Password button. Insert a new password and re-type it to confirm then click Save.
|Email Address||Company e-mail address|
|Company Name||Appears on the Packing Slip|
|Account City||Primary Location|
|Invoice Mailing Preference||Non-editable|
|Account Level||Ignore this field|
After you have finished updating your company's profile, click Save.
Note: If the company name field is empty, the name on the packing slip will be the first and last name (as it appears under Account Settings > Profile).
Under the Payment Details tab, you can update your credit card information. Please make sure you fill all fields accurately to avoid future issues with the invoicing/billing process.
After you have finished updating your payment details, click Save.
Ship Option Mapping
Ship Option mapping allows us to match between your e-commerce store shipping options to ShipBob's shipping options. For example, if you provide Standard Shipping and 2-Day Expedited on your store, you should map both options in ShipBob dashboard so we can fulfill orders accordingly. Click here to learn how to update Ship Options.
Under the API tab, you can perform the following actions:
- Access ShipBob's API Documentation
- Define Zapier Integration - allows you a code-free integration with third-party systems such as email marketing, CRM, social media, etc. Zapier is a web solution that allows seamless integration between applications.
- Purchase and enable WooCommerce Tracking Plugin - relevant only to customers with WooCommerce store.
Under the store management, you can see all stores integrated into your account. In addition, you can choose to Auto fetch orders by checking the box next to each store integrated into your account. If you choose to Auto Fetch orders ShipBob will automatically sync orders from your store every 2 hours.
Packing Slip Logo
Add a custom logo. Upload your logo on this tab to update your packing slips with your own logo.
Once you finish uploading your logo, a success message will appear on the top-right corner and your custom logo will appear as the Current Image.
Under this tab, you can define your email notifications preferences.
Mark the box to get the following email notifications:
- Weekly Summary
- Invoice Reminder
- Account Management
- Business to Business
- WRO Notification
Choose which users from your organization will receive updates by checking the relevant box. You can also add additional emails by entering the email address to the marked box (Note: you can only add email of existing users).
Under this tab, you can manage users and permissions on your ShipBob account.
There are 4 types of users available, each user has a different set of permissions:
- Account Owner - Access to all features.
- Client Admin - Access to all features.
- Customer Success - Access to orders and basic reporting.
- Supply Chain - Access to orders, inventory and basic reporting.
- Enter the email address of the user and click on Invite Account.
- The user will receive an invitation to join the account via mail. accept the invitation to proceed.
- You can resend the invite using the resend button.
Manage the user by changing roles, each role provides the user with a different set of permissions.
You can also remove the user by clicking on Remove Account. Note: you can only remove users from your account after they approved their invite.