Workspace settings¶

Workspace settings are where admins configure how a workspace behaves — company-level details, who can do what, default followers, and the connection to your warehouse (WMS). This page covers the Company and Integrations tabs.

Overview¶

Open Settings to find tabs across the top of the page. As an admin you can:

• Review and edit company-level details on the Company tab, including User Roles and Default Followers (follower rules).
• Connect and manage your warehouse (WMS) on the Integrations tab, including Brand Warehouse Mapping.
• Create a new workspace from the bottom of the Company tab.

Billing has its own tab and its own page — see Billing. Configuring any of these settings is an admin-only task.

Screenshot: Settings with the Company tab open. (pending capture)

Set user roles¶

On the Company tab, the User Roles section shows an access matrix: roles run across the top, actions (grouped by module) run down the left, and each checkbox marks whether that role can perform that action.

1. Go to Settings -> Company.
2. Scroll to User Roles.
3. Find the action you want to change in the left column.
4. Tick or untick the checkbox under the role you want to grant or remove the permission for.

Some roles are read-only and cannot be edited — for example, the 3PL Admin role's permissions are fixed, so its checkboxes are disabled. For a full breakdown of roles and what each permission controls, see Roles and permissions.

Configure default followers¶

The Follower Rules section (Default Followers) on the Company tab controls who automatically follows new items. When a matching item is created, those users are notified about activity on it.

1. Go to Settings -> Company.
2. Scroll to Follower Rules.
3. Pick an Entity Type (what kind of item the rule applies to).
4. Pick a Rule (who should follow it).
5. Select Add Rule.

Existing rules appear in a list showing the entity type, the rule, and its scope (app-wide, workspace-wide, or a specific brand). To remove a rule you added, select the trash icon next to it. App-wide rules cannot be removed here. To learn how following affects notifications, see Following and mutes.

Connect your WMS¶

The Integrations tab manages your warehouse (WMS) connection. When nothing is connected, you see a Connect WMS card for ShipHero.

1. Go to Settings -> Integrations.
2. In the Connect WMS card, enter your ShipHero email and ShipHero password.
3. Select Connect to ShipHero.

Your credentials are used only to fetch a ShipHero API token, and you can disconnect anytime. Once connected, the card switches to a WMS Connected state showing the provider and when it was connected. For more detail and troubleshooting, see Connecting your WMS.

Screenshot: The Connect WMS card on the Integrations tab. (pending capture)

Manage a connected WMS¶

Once your warehouse (WMS) is connected, the Integrations tab shows a WMS Connected card with these actions:

• Refresh — re-check the connection status and reload integration data.
• Disconnect — remove the WMS connection from this workspace.

After you change the connection, give the data a moment to update. For how often warehouse data refreshes, see Syncing and freshness.

Map brands to WMS accounts¶

The Brand Warehouse Mapping section on the Integrations tab appears once a warehouse (WMS) is connected. It maps each brand to its corresponding WMS customer account, which determines the warehouse data shown for that brand. Brand mapping is admin-only.

1. Go to Settings -> Integrations.
2. Scroll to Brand Warehouse Mapping.
3. For a brand, choose its WMS account from the Select Account dropdown.
4. Select Save for that brand.

Each row shows the brand name and whether it is mapped. If no accounts appear, your WMS credentials may not have access to the child accounts — check that first. For the full mapping workflow, see Brand WMS mapping.

Screenshot: Brand Warehouse Mapping on the Integrations tab. (pending capture)

Create a new workspace¶

At the bottom of the Company tab, the Workspaces section lets you set up another workspace — useful if you operate as a separate 3PL or want to keep a different team's data isolated.

1. Go to Settings -> Company.
2. Scroll to Workspaces.
3. Select Create a new workspace.

You stay signed in to your current workspace after creating a new one. For more on how workspaces isolate data, see Workspaces.

Common questions¶

Where are workspace settings? Open Settings, then use the tabs at the top: Company for company details, user roles, and default followers; Integrations for your warehouse (WMS) connection. These tabs are visible to admins only.

What can I configure for my company? On the Company tab you can set User Roles (who can do what), configure Follower Rules (default followers), and create a new workspace. On the Integrations tab you connect your warehouse (WMS) and map brands to WMS accounts.

Who can change workspace settings? Workspace settings are admin-only. Members without admin access do not see the Company or Integrations tabs.

How do I connect my warehouse? Go to Settings -> Integrations, enter your ShipHero email and ShipHero password, and select Connect to ShipHero. See Connecting your WMS.

Why don't I see warehouse data for a brand? The brand may not be mapped to a WMS account yet. On the Integrations tab, use Brand Warehouse Mapping to assign the brand its WMS account, then select Save. See Brand WMS mapping.

Related¶

• Roles and permissions
• Following and mutes
• Connecting your WMS
• Billing