Set up a child account

Overview

• This article outlines how to set up a child account in Starshipit.

*Multi-location, multi-3PL, or full access child accounts will incur an additional cost of $25 each per month.

Table of contents

• Set up a new child account
• Link an existing account
• Tips for child account usernames
• Account settings

Set up a new child account

If the account does not already exist in Starshipit then you can create one and link it to your account by following these steps 

1. Log into the Starshipit app.
2. Navigate to Settings > Child Accounts.
3. Click Add a new child account.
4. Select the child account type and fill in the username and password.
   Not sure what to use as the username? Read our tips here.
5. Click Save.

Link an existing account

If you want to convert a parent account/existing account to a child account you can by following these steps

1. Log into the Starshipit app.
2. Navigate to Settings > Child Accounts.
3. Click Link an existing standalone account.
4. Enter the username and password for the existing account.
5. Select the child account type.
6. Click Save.

Re-linking an expired standalone account as a child account

If you're linking a previously expired standalone account (e.g. an account you've removed and later added again), the account may initially display as having an Invalid plan status.

To resolve this:

1. In Starshipit, go to Settings > My Account/Manage account.
2. Click the Re-sync them here link.

This will immediately refresh the connection and update the plan status. While the system may automatically re-sync accounts overnight, using the manual option allows you to start using the account straight away.

Tips for child account usernames

• Usernames aren't case sensitive (capitals don't matter), and they can include spaces but special characters aren't allowed.
• Make the username easily identifiable, especially if you have a lot of child accounts.
• Follow a consistent structure. For example:
  • [Location]-[Company Name] (e.g., George Street-My Store)
  • [Brand]-[Parent] (e.g., MyBrand-OnlineDist)
• You can use email addresses as a child account's username.
  This is required if you need a subscription key to be generated automatically.
• Consider what works best for you as every business is set up uniquely.

Account settings

• Hide Courier Rates: Select this option to hide courier rates on the child account's order details page. This option is not available for multi-workstation accounts. 
• Inherit Address Book: Choose this option to enable the child account to copy address book settings from your main account. This option is available only for multi-location accounts.
• Copy Carrier Account Settings from Parent Account: Enable this setting to copy the carrier settings from your main account to the newly created child account.
• Allow Access to Manifests Page: Selecting this will hide access to the manifest page for the child account. This option is applicable when editing a 3PL child account.

What's Next?

Read more about child accounts, and how to allocate orders to a child account.