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Account Overview

Account Overview

Account Overview is your central hub for managing your ShipEdge account settings and accessing account-related features. From this page, you can quickly navigate to preferences, billing information, password changes, and other account management tools.

Why Use Account Overview?

Section titled “Why Use Account Overview?”

Centralized Access

Access all account-related features from one place. No need to remember multiple URLs or navigate through different menus to find account settings.

Quick Navigation

Visual buttons and links make it easy to find and access the account feature you need. Each option is clearly labeled and organized.

Account Management

Manage your account settings, preferences, billing, and security all from this central location. Everything you need is just one click away.

User-Specific Options

The page shows options relevant to your user type and permissions. You’ll only see features you have access to, keeping the interface clean and focused.

Accessing Account Overview

Section titled “Accessing Account Overview”

  1. Navigate to My Account

    Click My Account in the main navigation menu. The Account Overview page loads showing available account management options.

  2. View Available Options

    The page displays buttons or links to different account features based on your user type and permissions:

    • Preferences: Available to account owners (User Type 1)
    • Change Password: Available to all users
    • Statements: Available if enabled for your account
    • Disputes: Available to all users
    • Shipping Estimates: Available to all users

  3. Access Account Features

    Click any button or link to navigate to the corresponding account management page.

Available Account Options

Section titled “Available Account Options”

Preferences

Section titled “Preferences”

Access: Click Preferences button (available to account owners only)

Purpose: Configure account settings, communication preferences, automation rules, and other account-wide settings.

Includes:

  • User profile information
  • Account settings
  • Communication templates
  • Mobile app configuration
  • Operations preferences
  • Channel automation settings

More Information: See Preferences documentation for detailed settings.

Change Password

Section titled “Change Password”

Access: Click Change Password button (available to all users)

Purpose: Update your account password for security.

Features:

  • Change your current password
  • Set a new password
  • Confirm password change

More Information: See Change Password documentation for step-by-step instructions.

Statements

Section titled “Statements”

Access: Click Statements button (available if enabled for your account)

Purpose: View and download account statements and invoices.

Features:

  • View billing statements
  • Download invoices
  • Review account charges
  • Track payment history

More Information: See Statements & Invoices documentation for details.

Disputes

Section titled “Disputes”

Access: Click Disputes button (available to all users)

Purpose: View and manage billing disputes or account-related disputes.

Features:

  • View dispute history
  • Submit new disputes
  • Track dispute status
  • Review dispute resolutions

More Information: See Disputes documentation for details.

Shipping Estimates

Section titled “Shipping Estimates”

Access: Click Shipping Estimates button (available to all users)

Purpose: Access shipping rate estimates and rate shopping tools.

Features:

  • View shipping rate estimates
  • Compare carrier rates
  • Rate shopping functionality

More Information: See Shipping Estimates documentation for details.

Account Overview Layout

Section titled “Account Overview Layout”

The Account Overview page displays options in a grid layout with visual buttons or links:

Row 1:

  • Preferences (if User Type 1)
  • Change Password

Row 2:

  • Statements (if enabled)
  • Disputes

Row 3:

  • Shipping Estimates

Note: Available options depend on:

  • Your user type (User Type 1 sees Preferences)
  • Account settings (Statements must be enabled)
  • Account type (some features may not be available for warehouse customers)

Understanding User Types

Section titled “Understanding User Types”

User Type 1 (Account Owner)

Section titled “User Type 1 (Account Owner)”

Account owners have full access to account management features:

  • ✅ Preferences (full account settings)
  • ✅ Change Password
  • ✅ Statements (if enabled)
  • ✅ Disputes
  • ✅ Shipping Estimates

Other User Types

Section titled “Other User Types”

Non-owner users have limited access:

  • ❌ Preferences (not available)
  • ✅ Change Password
  • ✅ Statements (if enabled)
  • ✅ Disputes
  • ✅ Shipping Estimates

💡 Best Practices

Section titled “💡 Best Practices”

Regular Password Updates

Change your password regularly for better security. Use the Change Password option from Account Overview to update your credentials.

Review Statements Regularly

Check your statements regularly to monitor account charges and ensure billing accuracy. Download statements for your records.

Configure Preferences

If you’re an account owner, take time to configure Preferences properly. This ensures your account works optimally for your business needs.

Monitor Disputes

Check the Disputes section regularly if you have any billing concerns or account issues. Submit disputes promptly for faster resolution.

Troubleshooting

Section titled “Troubleshooting”

Preferences Option Not Visible

  • Preferences are only available to User Type 1 (account owners)
  • If you need to change preferences, contact your account owner
  • Or contact ShipEdge support if you believe you should have access

Statements Option Not Visible

  • Statements must be enabled for your account
  • Check with your account administrator or ShipEdge support
  • Some account types (like warehouse customers) may not have statements enabled

Cannot Access Account Overview

  • Ensure you’re logged into ShipEdge
  • Verify you have permission to access account features
  • Try logging out and logging back in
  • Contact support if the issue persists

Options Look Different

  • Available options depend on your user type and account settings
  • Some features may be hidden if not applicable to your account
  • This is normal behavior based on your permissions

Page Not Loading

  • Check your internet connection
  • Try refreshing the page
  • Clear your browser cache
  • Contact support if the problem continues
Section titled “Related Links”

Account Management:

Other Features: