Getting Started
Interface Basics
Shipping
Order Processing
Packaging Features
Orders
Order Allocation
Reference Numbers
Export Batch Orders
Packing Instructions
External Shipping Methods
Order Processing Loop
Packing Solutions
Add Tracking Numbers from Scanner
Picking Classes
Backorders
Brand Specific Shipping Account
Other Shipping Options
Packing Slip Design
Ready to Ship
Service Levels and Target Ship Dates
FedEx Production Key Certification
Outbound SSCC Barcodes
International Shipping
Manifest Couriers
Receiving
Deliveries (ASNs, RMAs, etc.)
Double-Scan to Begin Count
Auto-Advance to Put-Away After Processing ASN
Actionable Reports
Catalog
Operations
Warehouse
Picking Batches
Manifests (Loading)
License Plates
Time Tracking for Administrators
Time Tracking for Staff
Relocations
Import Locations, Lots and Inventory
Rating
System
Configuration
User Management
Warehouses
User Roles
Merchants and Brands
Shipping Accounts
Third Party Billing
Login via Badge
Printers and Scales
Trouble Shooting Printer and Scale Server
Troubleshooting the Print and Scale Server
Changing the Print and Scale Services' User
Getting the Local Windows User's Name
Zebra Printer Margin Troubleshooting
Printer Checklist
Installing the Printer and Scale Client
Scale Setup
Printer Setup
Printer - Additional Arguments
Integrations
Shopify
ShipStream Plugin Fostering Program
EasyPost
Amazon Merchant Fulfillment
API Users and Roles
External Shipping Method API
CartRover Integration
Magento 1 / OpenMage
FAQ
Scripting
Scripting Basics
Before Create Order Scripts
Preprocess Packing Solution Scripts
Ready to Ship Time Scripts
Picking Class Shipment Matching Scripts
ShipStream Flow
Release Notes
- All Categories
- Getting Started
- Overview of Your Account
Overview of Your Account
Updated
by Cory M.
At this point you should have ShipStream up and running, but you may not understand how to use it or what to do next. Your next steps will depend on whether your are using ShipStream as an Administrator, User, or Client User.
Overview for Administrators
User accounts with the Administrators role have full access to control the ShipStream system, including creating new roles and users with the Administrators role. To provide new users with access to ShipStream but restrict their permissions to only what they need is a good practice to prevent accidental or intentional damaging changes from being made, and you can create as many roles as you need for your organization.
Administrators should continue on to the next article to setup Initial Configurations.
Overview for Users
Any user that does not have the Administrator role may not have access to every ShipStream feature in which case there may be parts of ShipStream that are documented which you cannot see while logged in. Please speak to an Administrator in your organization to request permission to restricted features as needed.
Overview for Client Users
Client Users are further restricted in their scope of permissions and data access based on the Merchant they are assigned to, regardless of their role permissions. Client Users' view of the system reflects what a remote merchant would need to see and do and not what operations personnel might need to see and do. For example, a Client User cannot count the physical number of units on a shelf location and so does not have access to submit an inventory adjustment.