Overview

In this article, you can find out how to add or change your account settings, manage the user(s) in your account, view all the accounts linked with yours, view paired products, and create trigger events to activate the templates in your account.



TABLE OF CONTENTS



Account Settings

Fill in your company information under Profile Settings. Use the General Settings to configure how certain items will appear on the site, like date formats and measurements. NOTE: Most importantly, be sure to set your time zone and Default SLA Days correctly.




What does this do? When an order is received, we first check your time zone to calculate what day it is where you are. For example, a brand in Singapore sending to a producer in the USA may cross a day boundary. If the order sent does not contain a due date, we will take the current day and add on the number of standard working days specified in Default SLA Days using the result as the due date for the order.


For example, if your Default SLA Days are two and an order is received on Monday, its due date will be Wednesday. A similar order received on Friday would be due on the following Tuesday.



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Manage Users

Here, you can invite any users you need to your account, giving each a role that will affect their access. 
Click Invite User and add the Username, User Email, and User Role (see the second below image).




As you click the search icon, a search bar is expanded to allow you to enter your search query.




Click the ellipses (...) for a selected user to either edit their information or resend an invite to them.




As you click Edit User, you are directed to the User Details page. 
You can only edit the Name of the user and their Account Roles. 




You can also select Resend Invite to or Reset Password for this specific user.


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Linked Accounts

Here, you see all the accounts linked to yours. View this article for more details about Linked Accounts.


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Paired Products

Here, you see all the available Paired Products. View this article for more details.


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Triggers

Triggers are configurable communication points where Connect can send information to outside systems and people, templates are used to help set this information into a valid format. 


Select SETUP > Create Trigger or SETUP > View Triggers. View this article for more details.

 

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Templates

Select SETUP > Create Template or SETUP > View Templates. View this article for more details.


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