Account Setup

Account setup

Quick Summary: Open the account settings available to your user, update account preferences, invite team members, and manage sign-in security.

Overview

Account settings control order processing, notifications, connected services, integrations, users, and sign-in security. The settings available to you depend on your user access and account features.

Open Account Management from the profile icon. Depending on your access, it opens one of the available settings areas. Use the account navigation tabs to move between areas.

| Area | Use it for | |------|------------| | User Management | Invite users, change permissions, and deactivate accounts | | Preferences | Set order approval and account-wide order settings | | Additional Info | View business registration and agreement documents | | Integrations | Connect and manage services shown in the integration catalog | | Warehouses | View assigned warehouses. Hidden for a single-warehouse account | | Notifications | Choose portal and email notifications | | Order Email Notifications | Manage customer order update emails | | Embedded Forms | Manage return and tracking forms embedded on your website | | Security Settings | Manage verification methods and change your password |

Some tabs are hidden when your user lacks access or the related feature is not enabled.

Update order preferences

1. Open Account Management from the profile icon.
2. Select Preferences.
3. Choose Orders or another sub-tab shown for your account.
4. Update the settings, then click Save.

The Preferences page may show Orders, Taxes & Duties, Return, SMTP Settings, and Other Settings. Sub-tabs and individual settings appear only when they are available to the account.

For the full preference reference, see Account Preferences.

Invite or update a user

1. Open Account Management from the profile icon.
2. Select User Management.
3. Click the + button.
4. Enter the required First Name, Last Name, and Email.
5. Add an optional Position/Role or Phone.
6. Select View and Edit access for the needed areas.
7. Click Send Invite.

The new user receives a welcome email with login instructions. To update an existing user, select their row, change the fields, and click Save.

Use the Active and Inactive tabs to find users. Set Status to Inactive to remove portal access while preserving the user record.

For field definitions and permission details, see User Management.

Manage sign-in security

1. Open Security Settings.
2. Click Verify Identity and enter your password.
3. Choose Biometric Authentication & Security Keys, One Time Password Generator, or Verification by Email.
4. Follow the prompts for that method.

Add a second method as a backup. Methods you add appear under Manage your verification methods.

Change your password from Account Management → Security Settings → Change Password. In the dialog, enter your current password and the new password twice, then select Change Password.

See Security Settings for method-specific steps and recovery guidance.

Reset a forgotten password

1. On the login page, select Forgot password?.
2. Enter your email address and select Send reset link.
3. Open the link in the email.
4. Enter New password and Confirm new password.
5. Select Set new password, then log in.

Access API credentials

1. Open Developers from the profile menu.
2. Read the API documentation or find the credentials panel.
3. Click Get Access to request production and sandbox credentials.

Regenerate Token and Regenerate Credentials invalidate the current value after confirmation. See API Overview before changing credentials.

Troubleshooting

Related Documentation

• Portal Navigation
• User Management
• Account Preferences
• Security Settings
• Notifications
• Integrations Overview
• API Overview