Sign in for the first time

Before you start

Someone invites you by email: your company's Client Account Administrator, or your account manager. The invitation gives you one role: Client Viewer, Client User or Client Account Administrator.

The invitation works for 7 days. If it has run out, ask whoever invited you to send a new one.

Steps

Accept the invitation

1. Open the email headed "Team Invitation". It says you have been invited to join your 3PL's team.

2. Select Accept Invitation. You don't need Create Account, which sets up a separate sign-in that can't see your company.

3. A page confirms it, and two more emails are sent to you:

   Your invitation to join the team has been accepted. Welcome aboard!

Set your password

1. Open the email headed "Reset your password" and select Reset Password. The link works for 60 minutes.

2. Enter your new password under Password, and again under Confirm password.

3. Select Reset password. The sign-in page opens:

   Your password has been reset.

Sign in

1. Enter your Email address and Password, and select Sign in.
2. The screen asks you to verify your email address. Open the email headed "Verify your email address" and select Verify Email Address.
3. The Dashboard opens, with your company's pages along the top: Your account, Inbound, Inventory, Products and Orders.

What happens next

Next time, sign in with your email address and password. If you forget your password, select Forgot password? on the sign-in page and follow the email.

You are shown by your email address, on the Dashboard and in your company's list of people. Start with Check your account and its status.