Setting up a workspace¶

The new-workspace wizard walks you through naming your workspace, connecting your WMS, adding your first brand, and inviting your team. After it finishes, a Get started checklist tracks any setup you still have left.

Overview¶

A workspace is the top-level container for your 3PL: your brands, orders, inventory, team, and settings all live inside it. Setting one up is admin-only — the creator is made the workspace admin. The wizard has four steps (name -> connect your WMS -> add a brand -> invite your team) and ends on a confirmation screen. A trial is started for you automatically when the workspace is created, so you can use Packr right away. You can skip the WMS and invite steps and finish them later from the checklist.

Screenshot: The setup wizard, step 1 of 4. (pending capture)

Name your workspace¶

This is the first step of the wizard, shown as Step 1 of 4. Connecting a WMS, adding brands, and inviting teammates all happen inside the workspace you name here.

1. Sign in, then start the setup wizard at /start/wizard/workspace. (See Signing in if you need an account first.)
2. On the What's your 3PL called? screen, enter a Workspace name — this is the name your brands and teammates will see.
3. Select Continue.

The workspace is created, you become its admin, and a trial is started automatically — no card or extra setup is needed to begin. The wizard moves on to the WMS step.

Connect your WMS¶

Step 2 (Step 2 of 4) connects your warehouse system (your WMS) so Packr can see your orders, inventory, and brands. Today the wizard connects ShipHero. Connecting a WMS is an admin task.

1. On the Connect your WMS screen, enter your ShipHero email and ShipHero password.
2. Select Connect ShipHero, then confirm in the Connect your 3PL dialog.
3. To skip for now, select I'll do this later — you can connect from Settings afterward.

When the connection succeeds, Packr imports the brands from your ShipHero account. For full details, see Connecting your WMS.

Add your first brand¶

Step 3 (Step 3 of 4) sets up at least one brand. Brands are how Packr separates your clients, and you can add more later.

1. If you connected ShipHero, the screen shows You're set up with N brands and lists the brands it imported. Select Continue to keep them, or Add another brand manually to add one by hand.
2. If you skipped the WMS step (or want to add one), use the Add your first brand form: enter a Brand name and select Continue.

Screenshot: Step 3 of 4, adding your first brand. (pending capture)

Invite your team¶

Step 4 (Step 4 of 4) invites the people you work with. Inviting teammates is an admin task. You can also skip this and invite later.

1. On the Invite your team screen, fill in Teammate rows: enter an Email and pick a Role (Team member or 3PL admin).
2. If you have more than one brand, set each teammate's Brand access with the checkboxes.
3. Select + Add another teammate to add more rows, then Send invites. Each invitee gets an email with a join link.
4. To finish setup now and invite later, select Skip for now.

For more on invites and roles, see Members and invites.

Finish and enter your workspace¶

The final screen, You're ready to go, confirms what was set up (workspace created, ShipHero connected if you connected it, first brand ready).

1. Review the summary on the You're ready to go screen.
2. Select Take me in to enter your new workspace and land on the Brand Work Desk (its nav label is Home).

Finish setup from the checklist¶

After the wizard, a floating Get started checklist appears across the app until setup is complete or you dismiss it. It tracks the activation steps you have left and shows progress as N of 4 done.

The checklist items are:

• Connect your WMS — opens Settings -> Integrations so you can connect ShipHero if you skipped it.
• Add your first brand — takes you to the Brand Work Desk to add a brand.
• Invite your team — opens the users directory to send invites.
• A teammate signed in — checks off on its own once an invited teammate signs in (informational).

Select an unfinished item to jump to where you complete it. To hide the checklist, select the X to dismiss it. The checklist disappears automatically once all four items are done.

Screenshot: The Get started setup checklist. (pending capture)

Tips¶

• You can leave the WMS and invite steps for later — both have a skip option, and the Get started checklist will nudge you to finish them.
• If you reload the page mid-wizard, the workspace itself is already created; you can reach it from the Brand Work Desk and the workspace switcher in the bottom-left.

Common questions¶

How do I create a new workspace? Sign in and start the setup wizard at /start/wizard/workspace, enter a Workspace name on the What's your 3PL called? screen, and select Continue. The workspace is created and you become its admin.

What setup steps are required? The wizard has four steps: name your workspace, connect your WMS (ShipHero), add your first brand, and invite your team. Naming the workspace and having at least one brand are part of the core flow; connecting your WMS and inviting teammates can be skipped and finished later from the Get started checklist.

Do I get a trial? Yes. A trial is started automatically when you create the workspace, so you can start using Packr right away. See Billing for plan details.

Who can set up a workspace? Setting up a workspace is admin-only. The person who creates the workspace becomes its admin (3PL admin) automatically and can then invite teammates as Team member or 3PL admin.

Can I add more brands or teammates after onboarding? Yes. Add brands from the Brand Work Desk (see Managing brands) and invite people from the users directory (see Members and invites).

Related¶

• Connecting your WMS
• Managing brands
• Members and invites
• Billing
• Signing in