Creating New Accounts
In order to onboard a client successfully, you will need to follow the steps outlined below in the order that they are presented;
📘 How to create an Organisation
When setting up a clients account, you will always need to first create an Organisation for your client.
Click on the Avatar on the right hand side of the Admin portal. Click Organisations.
You will now be directed to the Organisation overview. Click on New organisation on the right hand side.
Enter in all details in all of the information fields, checking for additional spaces and missing characters;
Name; enter the name of the Organisation
Company registration number; add the company incorporation number
Language; English is currently the only available language
Currency; Add the currency e.g. GBP
Country; choose the country of operation e.g. United Kingdom
Company; this field requires the company’s trading name
First & Last Name; the main contact person for the company
Address Line 1, 2, Postcode & City; please enter all relevant information
Email & Telephone; enter the contact details of the contact provided to you
Add any tax identification numbers, eg. IOSS - these can be set and stored per shipping location
Save your entry.
You will be redirected back to the Organisation overview, and the organisation that you created will be visible.
Click on the Avatar on the right hand side of the Admin portal. Click Organisations.
2. You will now be directed to the Organisation overview. Click on New organisation on the right hand side.
3. Enter all of the details for the Organisation. Fields marked with an asterisk are mandatory.
4. Save your entry.
5. You will be redirected back to the Organisation overview, and the organisation will be visible.
📘 How to create a Shop
After creating an Organisation, you will now need to create at least one shop for a client. Consider a shop to be a store brand or a store location. You will need to enter the sender details and name in order to uniquely identify the shop.
There are two ways to create a shop in the Admin portal;
Creating a shop from the Organisation overview -
From the admin portal, click the avatar on the right hand side of the overview. Select Organisation. Once you have been directed to the organisation overview, find the organisation that you want to add a shop to and click the pencil icon on the right hand side.
Scroll down to the Shops section and click New shop.
Enter all of the details into the fields. The fields marked with an asterisk are mandatory.
If the return address is different to the shipping address, uncheck the Return address box and enter the return address details.
Click save.
From the admin portal, click the avatar on the right hand side of the overview. Select Organisation. Once you have been directed to the organisation overview, find the organisation that you want to add a shop to and click the pencil icon on the right hand side.
2. Click New shop.
3. Add the shipping location information.
It’s important to provide all of the information in the data fields;
Shop name as you would like it to appear in both the Admin and Client portals
Website address.
First & last name of the contact for the shop.
Email address.
Phone number.
Shipping address.
4. If the return address is different to the shipping address uncheck the Return address box and enter the return address.
5. Click Save.
Creating a shop from the Shops overview
From the admin portal, click the avatar on the right hand side of the overview. Select Shops. Once you have been directed to the Shops overview. Click New shop on the right hand side.
Choose the organisation that you want to create a shop for.
Enter all of the details into the fields. The fields marked with an asterisk are mandatory.
If the return address is different to the shipping address, uncheck the Return address box and enter the return address details.
Click save.
📘 How to create a User
After creating an Organisation and shop, you will now need to create at least one user with access to the account.
You can give a user access to multiple shops and organisations, which is useful for distinguishing between high level users such as account or warehouse managers and single access for clients.
There are two steps in creating a user for an account; the first is to add the user and the second is to grant permissions for the user. Below we outline how to create users in the Admin portal;
Creating a user in the admin portal
From the admin portal, click the avatar on the right hand side of the overview. Select Users. Once you have been directed to the Users overview. Click New user on the right hand side.
Choose the organisation that you want to create a shop for.
Enter all of the details into the fields. The fields marked with an asterisk are mandatory.
Click save.
You will now be directed back to the User overview. The user you have just created will now be visible, showing a pending status.
If a shipper has multiple registered businesses, create an organisation for each and assign them to that user
Click on the Avatar towards the top right of the page followed by Users.
2. Click New user.
3. Enter the contact details for the user.
The email address will be the username to login
Email address
First & last name
Company name
Phone number
Site language
4. Click save.
5. You will now be directed back to the User overview. The user you have just created will now be visible with a Pending status.
Adding permissions for a user in the admin portal
Find the user you want to update permissions for. Scroll to the right hand side, and click the pencil icon.
Click Add scope in the section on the right hand side.
Select the scope that you want to add, and choose the resource of the scope that you want to add.
Check that the correct scope and click save on the right hand side to save the changes to the scope
On the left, you will also need to click the Save button.
Now you need to add the scopes for the user - Scopes allow each user to access system features
1. Scroll to the right hand side of the user you want to edit and click the pencil icon.
2. Click Add scope in the section on the right hand side.
All users will only need two primary scopes added
Manage organisations
Mange shipments
3. Select Scope
Choose from 2 types of resources
Brokers
Admin or Managers only
Organisations
Clients only
4. Double check the correct scope and resource have been added and click Save
5. Once the manage organisations & manage shipments scopes have been added to the user click Save and the page will now refresh to the user overview
Once the user has been created, send out a welcome email with a link for either your customer or admin user to set their password
6. Click on the security icon towards the right hand side of the user
Emails are sent instantly - if the confirmation email has not been received, please check the spam folder.
7. Once the user has activated their account the status will change from Pending to Active
📘 How to activate a User
You will now need to send the user a confirmation email. With this email, the user can choose their own password to access the Client portal.
We’ve outlined how to send an email confirmation email below;
Click on the security icon towards the right hand side of the user.
Once the user has chosen a secure password, their account the status will change from Pending to Active in the portal.
Once the user has been created, send out a welcome email with a link for either your customer or admin user to set their password
1. Click on the security icon towards the right hand side of the user.
Emails are sent instantly - if the confirmation email has not been received, please check the spam folder.
2. Once the user has activated their account the status will change from Pending to Active.