Accounts

Manage your account, team members, and preferences

Overview

Understanding account settings and team management.

An Account represents a company or organization in the system. Each Account has its own shipping data, team members, billing, and branding. You can belong to multiple Accounts and switch between them.

What is an Account?

Think of an Account as a workspace for a business or organization. All data within an Account is separate from other Accounts:

  • Shipments and orders are Account-specific
  • Team members are invited to specific Accounts
  • Billing and subscriptions are per Account
  • Company logo and branding are Account-level settings
  • QuickBooks and Shippo integrations are configured per Account

Managing Your Account

Field Format Description
Company Information Section Company name, logo, and branding that appears on shipping documents.
Team Members Section Invite users, manage permissions, and remove team members from your Account.
Billing & Subscription Section Manage your subscription plan, payment methods, and billing history.
Integrations Section Connect QuickBooks, Shippo carrier accounts, and other third-party services.

Multiple Accounts

You can belong to multiple Accounts, which is useful for:

Managing Multiple Businesses

Create separate Accounts for each business you own. Each Account has its own billing, team, and data.

Working with Clients

Invited your clients to help manage their shipping without granting QuickBooks Online access.

Switching Accounts
Use the account selector in the top navigation to quickly switch between Accounts. Your user profile stays the same, but you'll see the data and settings for whichever Account you've selected.

Inviting Users

Add team members to your account and manage their access.

Add team members to your Account so they can collaborate on shipments and orders. Each user has their own login credentials but shares access to the Account's data.

How to Invite Users

1

Navigate to Account Settings

Click on your account name in the top navigation, then select "Account Settings"

2

Go to Team Members

Find the "Team" or "Members" section in your account settings

3

Send Invitation

Enter the team member's email address and click "Send Invitation"

4

They Accept & Join

The invited user receives an email with a link to join your Account

New vs Existing Users
If the person you invite already has a user account, they'll simply be added to your Account and can switch between their Accounts. If they're new, they'll create a user account as part of accepting the invitation.

Managing Account Users

Once users have joined your Account, you can:

  • View all active Account users and their roles
  • Resend invitations if they weren't received
  • Cancel pending invitations that haven't been accepted
  • Remove users who should no longer have access to this Account
Removing Users from Account
When you remove a user from your Account, they immediately lose access to this Account's shipments and data. Their user account still exists, and they can still access other Accounts they may also belong to.

User Roles & Permissions

Each Account user has a role that determines their level of access:

Field Format Description
Owner Role Full access to all features including billing, account deletion, and user management. Automatically has Shippo access.
Admin Role Can create, view, edit, and delete all data. Can manage account settings and invite users. Cannot access billing or delete the account. Automatically has Shippo access.
Member Role Limited access - can view most data and perform basic operations like creating/deleting line items. Cannot update items or line items without Shippo access. Cannot access account settings or invite users.

Shippo Access Permission

Shippo access is an additional permission that controls whether a user can interact with your Account's connected Shippo account:

  • Get shipping rates from Shippo carriers
  • Purchase shipping labels
  • Request refunds for labels
  • View and manage carrier accounts
  • Access Shippo transaction history
Field Format Description
Owner & Admin Access Level Automatically have Shippo access. Cannot be disabled.
Member Access Level Shippo access must be explicitly granted. Can be enabled or disabled per user.
Granting Shippo Access to Members
To grant Shippo access to a Member, go to Account Settings > Team Members, find the user, and enable the Shippo permission. This allows them to work with shipping labels and rates without giving them full Admin privileges.
Why Control Shippo Access?
Shippo access controls who can purchase shipping labels, which incurs costs. You may want some team members to create shipments and manage orders without being able to purchase labels or access carrier account settings.

Customize your account with your company logo.

Add your company logo to personalize your Account. Your logo appears in the application header and on shipping documents like packing lists and commercial invoices. Each Account can have its own logo.

How to Upload Your Logo

1

Go to Account Settings

Click your account name in the navigation, then "Account Settings"

2

Find Company Logo Section

Look for the "Company Logo" or "Branding" section

3

Upload Image

Click "Choose File" or drag and drop your logo image

4

Save Changes

Your logo will appear immediately in the header and on future documents

Logo Requirements

Field Format Description
File Format Requirement PNG, JPG, or SVG. PNG with transparent background recommended for best results.
File Size Requirement Maximum 2 MB. Smaller files load faster.
Dimensions Recommendation At least 200px wide for clear display. Horizontal logos work best.
Aspect Ratio Recommendation Wider than tall (e.g., 3:1 or 2:1) fits better in the header.
Logo Tips
For best results, use a horizontal logo with a transparent or white background.

Where Your Logo Appears

Once uploaded, your company logo will be displayed in:

  • Packing list PDFs

Updating or Removing Your Logo

You can change your Account's logo at any time by uploading a new image. To remove your logo completely, use the "Remove Logo" or "Delete" button in the account settings.

Multiple Accounts
If you manage multiple Accounts (e.g., different businesses), each Account can have its own logo. Upload different logos for each Account to maintain separate branding.

Address Validation Limits

Understanding how address validation works and managing your usage.

Address validation helps ensure accurate shipping by verifying addresses before you create shipments. This feature is configured per Account, and usage limits are tracked at the Account level.

How Address Validation Works

When you enter or import an address, the system can automatically validate it to:

  • Verify the address exists and is deliverable
  • Standardize formatting (e.g., "St" vs "Street")
  • Fill in missing information like ZIP+4 codes
Automatic Validation
Address validation runs automatically when you import records from QuickBooks or create/update shipping locations.

Usage Limits

Address validation limits are based on your Account's subscription plan:

Field Format Description
Trial Accounts Limit 50 validations per month during your trial period.
Subscribed Accounts Limit 500 validations per month with an active paid subscription.
Usage Reset Schedule Monthly limit resets on your subscription renewal date.
Over Limit Behavior Additional validations beyond your monthly limit will be blocked with an error message.
Counting Validations
An address only needs to be validated once. Re-using an address won't count against the limit.

Managing Your Account's Usage

You can view your Account's current address validation usage in the Account settings:

Check Usage

Go to Account Settings > Address Validation to see how many validations your Account has used and how many remain.

Increasing Your Limit

If your business regularly needs to validate more than 500 addresses per month, please contact support to discuss higher-volume plans for your needs.