Workspace settings¶

Workspace settings are where admins configure how a workspace behaves — company-level details, who can do what, 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 your Workspace logo and User Roles.
• Set how every brand's work desk is laid out on the Workdesk tab.
• Tune how brands are scored on the Brand Health tab.
• Connect and manage your warehouse (WMS) on the Integrations tab, including Brand Warehouse Mapping.

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 opens on one role at a time: pick a role, and its permissions are listed in plain English, grouped by module, each with an on/off switch.

1. Go to Settings -> Company.
2. Under User Roles, select the role you want to change.
3. Find the permission — expand its module, or type in Search permissions….
4. Turn the switch on to grant the permission or off to remove it.

To see every role side by side, select Compare all roles. Some roles are read-only and cannot be edited — for example, the 3PL Admin role's permissions are fixed, so the page shows them locked with an explanation. For a full breakdown of roles and what each permission controls, see Roles and permissions.

Set your workspace logo¶

Your workspace logo shows next to the workspace name in the workspace switcher at the top of the sidebar. Without one, the switcher shows the workspace's initials.

1. Go to Settings -> Company.
2. Under Workspace logo, select Upload logo and choose an image. Square images work best: PNG, JPG, WebP, or GIF, up to 5 MB.
3. To change it later, select Replace logo; to go back to initials, select Remove.

Only 3PL admins can set the workspace logo.

Set up every brand's work desk¶

The Workdesk tab sets workspace-wide rules for brand work desks, with exceptions for individual brands. It's shown to workspace admins who also have the Manage brand channels permission.

• Default channels — channels every ShipHero brand gets, including brands added later. Select Add channel, give it a name, an optional description, and the sections its side panel shows. A brand that already has a channel with the same name keeps its own. Each channel lists the brands that skip it and the brands with their own sections.
• Workdesk tabs — turn Dashboard and Requests on or off for every brand, then list the brands that are the exception (Off for or On for).
• General channel sections — choose what the panel beside every brand's General channel shows. Open and completed tasks, Drive, and Timeline always show. Brands with their own sections are listed under Own sections.

On a brand's work desk, the tabs always appear in the order Dashboard, Requests, Channels.

Tune the Brand Health score¶

The Brand Health tab controls how Packr scores each brand over the last 30 days. The result is a number from 0 to 100 that lands in Healthy, At Risk, or Critical, and it shows against brands in the Directory. The tab appears only for roles allowed to manage the health-score formula, and the scores themselves are visible only to roles allowed to view them.

There are two things to set:

• Score buckets — where a brand flips from Critical to At Risk to Healthy. Type the two cut-off numbers into the boxes.

• What goes into the score — the factors that make up the formula. Each factor (for example shipping accuracy, chat responsiveness, task turnaround, backorder rate, or volume trend) can be switched on or off and given a weight on a slider. Packr shows each enabled factor's share of the total as a percentage, so the weights are relative — they don't need to add up to 100.

• Go to Settings -> Brand Health.

• Adjust the Score buckets cut-offs, and switch factors on or off under What goes into the score, setting a weight for each one you enable.
• Select Save formula.
• Select Recalculate now to re-score every brand with the new formula straight away.

Scores also refresh on their own overnight, so Recalculate now is only needed when you want to see the effect of a change immediately.

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)

Common questions¶

Where are workspace settings? Open Settings, then use the tabs at the top: Company for company details, your workspace logo, and user roles; Workdesk for how every brand's work desk is set up; 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). 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
• SLA settings