About Account Settings

Utilize Account Settings to configure the administrative options for DropStream. Account Settings contains the following sections:
   
  • Account
  • Staff Accounts
  • Warehouse Management System
  • Plan and Billing
  • Cancel

To navigate to your Account Settings, click the Account Name in the top right of the screen and then select Account Settings



Account




Use this screen to configure the following:
   
  • Account Name - Change when needed


Staff Accounts




Utilize Staff Accounts to manage users for your DropStream account. Configure different Roles for different users. There are three available user roles:
  
  • Administrator - Full access to DropStream, including all capabilities described in the DropStream articles.

  • Staff User - An internal staff member, typically an account manager for your Merchant customers. This user has full access to DropStream, except for the Account Settings

  • Merchant - An external staff member, typically an employee of your merchant customer, that will log into DropStream to review order details, specific to their merchant account and associated sales channels (Stores).


Creating Users and Assigning Roles

To create a new user:
  
  1. From Staff Accounts, Click Invite User

  2. Specify First and Last Name, Email, Role, and Merchant, if necessary

  3. Click on Send Invitation

  4. An email will be sent to new user with the instructions to login


Note: It is possible to associate a staff account to a specific merchant, if you would like to assign individual administrators on a per merchant account basis.  However, this is only optional.  Furthermore, it is possible to create a merchant user that must be associated to a specific merchant account.  The merchant user can only view orders specific to this associated account.


Warehouse Management System



Warehouse Management System (WMS) - The WMS integration is hard coded during your initial setup, and cannot be updated within DropStream. To update, contact your DropStream account manager for more information.



Carrier codes allow the system to create mappings from an e-commerce Store's shipping methods to your WMS carrier code. This is important when Creating Order Rules.

To create a carrier code:
   
  1. From Carrier Codes, click Add Carrier Code

  2. Enter Carrier - Name of the carrier

  3. Enter Description - A description of the service which corresponds to the carrier code.

  4. Enter WMS Carrier Code - Carrier code which can be mapped to shipping methods available in e-commerce systems.



Plan and Billing




Plan and Billing Information is displayed here. View and update credit card information from this screen.


Cancel




The cancel screen can be used to cancel and delete your DropStream account.