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  2. Account Setup
  3. Onboarding and General Settings

User Settings

Learn how to access and configure User Settings.

In this article, we will describe how to access and update User Settings for a Workspace in just a few simple steps. Whether you need to add team members, update billing information, or manage permissions, this tutorial will guide you through the process.

  1. To access User Settings, navigate to the lower left corner of the screen where your organization's name and workspace is displayed and click on it.

  2. Under the organization selected, click on Settings.

  3. In the first tab, User Profile, you can upload a profile picture, edit your name, update your phone and time zone for other members, and set password settings.

  4. In the Users tab, you can invite new team members by clicking the plus sign and entering their name and email.

  5. Once team members are added, you can manage their permissions.

  6. The Organization Profile tab allows you to upload your organization's logo and basic information, as well as add your tax ID for P&L reports.

  7. In the Wallet tab, you can update billing information and add credits for shipping labels.

  8. The Subscription tab displays information on your current plan and any applicable discounts.

  9. The API Keys tab allows you to create new keys.

  10. The Ads Integration tab allows you to integrate Amazon ads (follow the plan displayed).

  11. In the Notification Settings tab, you can subscribe to specific information and emails for your user account.

     

To learn more about how to connect efficiently manage your organization with user settings watch this video 👇


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