Users & Cost Accounts Support

To change your username or password in your Online Shipping Account:

1. Select your username in the upper right of the Home screen.

2. Select “Profile”.

3. Select the “Change” link.

4. Click “Save” to confirm changes.

Note: Your email address is displayed on the Online Shipping Account Profile screen, but you cannot change it in your Online Shipping Account. If you need to change it, ask your organisation’s Online Shipping Account administrator to invite you using your preferred email address.

The first time you sign in to your Online Shipping Account after signing up, you sign in with the role of Admin. As Admin, you can assign the role of Admin or User to new and existing users.

To edit existing users:

1. Select Settings cog> Users. A list of all users is displayed, including their name, email address, role (Admin or User), and status (Active, Inactive, or Invited).
– To filter the list by status, select All drop down menu above status.
– To search, enter part of the user’s name or email address in the Search field.

2. Click the pencil icon next to the user you wish to edit. edit pencil icon
– You can reset the user’s role or status or edit the user’s details.

Note: The User Details icon is disabled for the user who originally signed up for a Online Shipping Account.

The first time you sign into your Online Shipping Account after signing up, you will have the role of Admin. As Admin, you can add (invite) new users and edit or delete existing users, but only if you have a Online Shipping Account subscription that allows for multiple users.

If you have a single user subscription you will be unable to invite users. The Invite Users option will be grey and not available to select. A link will appear on the top right of your screen inviting you to follow the link to upgrade to a multiple user subscription. If you would like to have additional Online Shipping Account users enabled please click the link or contact Mailcoms to upgrade your subscription.

To invite new users:

1. Select “Settings cog> Users”. A list of all current users appears, including their name, email address, role (Admin or User) and status (Active, Inactive, or Invited).

2. Select “Invite”.

3. Enter the new user’s name in the name fields and email address into the email address field.

4. Enter a Display Name.

5. Select a role (Admin or User) from the Role menu. You can change their role later if needed.

6. Select “Invite”. Each invited user will receive an email and will appear in the list of users with a Status of Invited.

Once the invited user has received the email, they should follow these steps to sign in:

1. Select the “Sign In” link in the email.

2. Enter a password.

3. Sign in to your Online Shipping Account.

Cost accounts can help you keep track of how you are spending your money on postage by allowing you to assign a trackable cost category to shipping labels and postage refills.

Only Admins have the ability to enable, add, edit, import, export, and deactivate cost accounts.

1. Select “Settings > Cost Accounts”.

2. Select “+ Add Account”.

3. Enter the “Account name” (maximum 20 characters) and “Description” (optional). Leave the Status set to “Active”.

4. (Optional) To make this your default cost account, select Set as default.

5. Select “Save and Close” if you are finished, or “Save and Add Another” to continue adding cost accounts.

If you use cost accounts, you can choose which account is selected by default.

1. Select “Settings > Cost Accounts”.

2. Select the edit icon next to the cost account you wish to set as the default.

3. Select “Set as default”.

4. Select “Save”.

You can use your Online Shipping Account to import a .csv file of cost accounts.

Only Admins have the ability to enable, add, edit, import, export, and deactivate cost accounts.

In the .csv file that will be imported, the first row must use the following headers:

– A1 = Name (20 characters maximum)
– B1 = Description
– C1 = Status (value must be either “Active” or “Inactive”, not case-sensitive)

1. Select “Settings > Cost Accounts”.

2. Select “Import”.

3. Select “Import Multiple Cost Accounts”.

4. Select “Browse”.

5. Choose File, select the .csv file that contains the cost accounts you wish to import, and select “Open”.

6. Select “Import”.

If you no longer need a cost account, you can delete it:

1. Select “Settings > Cost Accounts”.

2. Select the “Delete” icon next to the cost account you wish to delete.

3. Select “Delete” to confirm.

To apply a Cost Account when creating a shipping label:

1. Select the “Cost Account” from the Addressing screen.

2. Choose the desired account from the list, or start typing the Cost Account name or number to search for the desired account.

Note: Your 5 most recent Cost Accounts are displayed in the Cost Account drop-down menu. Scroll down to view the 10 most recent under All. If you have more than 10 Cost Accounts and the desired account is not shown on the list, you must type part of the name or number to search for it.

If you use cost accounts, you can choose which account is selected by default.

1. Select “Settings > Cost Accounts”.

2. Select the edit icon next to the cost account you wish to set as the default.

3. Select “Set as default”.

4. Select “Save”.