Sub Accounts | FAQs

Sub Accounts provide a convenient method for using ShippingEasy with multiple carrier accounts. This is particularly helpful for fulfillment companies.

For example, a fulfillment company might have 20 customers, each of whom has their own USPS, UPS, FedEx, and/or DHL Express account. Using ShippingEasy, the fulfillment company could set up 20 Sub Accounts, one for each customer. All customers' postage and orders can then be managed within a single account.

Each Sub Account contains unique carrier accounts and stores. As orders for a Sub Account's store arrive in ShippingEasy, those orders are associated with their carrier accounts. By automatically associating store orders to carrier accounts, it is easy to guarantee that each shipment uses the correct carrier account.

How do I access Sub Accounts in ShippingEasy?

ShippingEasy's Sub Account feature is available by request. Just contact ShippingEasy's Customer Success team and we will be happy to enable this feature!

How do I create Sub Accounts in ShippingEasy?

  1. Navigate to the SETTINGS tab. Under ACCOUNT SETTINGS, click on SUB ACCOUNTS.
  2. Click the Add New button to add a new Sub Account.

What is the Default Sub Account?

The Default Sub Account contains the carrier accounts and stores that you created before the Sub Accounts feature was enabled.

The name of the Default Sub Account is determined by the name of your ShippingEasy account, followed by the word "(Default)". Your account name was set during account registration and can be viewed by navigating to SETTINGS >> ACCOUNT DETAILS. Learn more about the ACCOUNT DETAILS page. Once Sub Accounts are enabled, the Default Sub Account cannot be renamed or archived.

How many Sub Accounts can I create?

As many as you need - there is no limit.

Which carriers are supported in a Sub Account?

USPS from ShippingEasy One Balance, UPS, FedEx, and DHL Express are fully supported in any Sub Account.

UPS from ShippingEasy One Balance does not support Sub Accounts.

DHL Global Mail, Globegistics, APC, and RR Donnelley is only supported in the Default Sub Account.

Amazon Carriers:

The Amazon carriers (USPS, UPS, FedEx, and Dynamex), which are used to create shipments for Amazon Prime accounts, are available in any Sub Account that contains an Amazon store with Prime orders.

Can I use third-party billing in a Sub Account?

Yes, for UPS, FedEx, and DHL Express you can use third-party billing to charge a shipment to a third-party account. Learn more about third-party billing.

The list of third party accounts is shared across all Sub Accounts.

How do I integrate a carrier account to a Sub Account?

  2. From the "Sub Account" drop-down in the upper-right of the page, select a Sub Account to edit.
  3. Then locate the carrier type you wish to integrate and click the button to Register or Connect an account. Learn more about setting up carrier accounts.

Which stores are supported in a Sub Account?

All store types are supported in Sub Accounts.

There is only one Manual Orders store per each ShippingEasy account. The Manual Orders store is always assigned to the Default Sub Account. However, CSV stores are supported for Sub Accounts. Learn more about CSV stores.

Do I have to set up carrier accounts before I can integrate stores in a Sub Account?

Yes. Carrier accounts must be set up first. This is so that as orders arrive from your stores, ShippingEasy will be able to create shipments.

How do I integrate a new store to a Sub Account?

  1. Navigate to the SETTINGS tab. Under the INTEGRATION section, click on STORES & ORDERS.
  2. From the "Sub Account" drop-down in the upper-right of the page, select a Sub Account to edit.
  3. Then click the blue Add New button to integrate a store. Learn more about connecting stores.

How do I change the Sub Account to which a store is assigned?

  1. Navigate to the SETTINGS tab. Under the INTEGRATION section, click on STORES & ORDERS.
  2. From the "Sub Account" drop-down list in the upper-right of the page, select the Sub Account to which the store is currently assigned.
  3. Locate the store you wish to reassign and click the Edit Store Settings link.
  4. In the upper-right of the page, click the Change button to select a different Sub Account.

Can I override the Sub Account assignment when creating a shipment?

Yes. On the READY TO SHIP page, there is a new drop-down list of Sub Accounts. Selecting a Sub Account will enable access to that Sub Account's carrier accounts. Which Sub Accounts are available depends on where the order was placed.

  • For a shipment associated with an integrated store: the list will contain two entries - the Sub Account associated with the store and the Default Sub Account.
  • For Manual Orders store shipments: all Sub Accounts, including the Default Sub Account, will be listed.

Can I duplicate a shipment label that was created in a Sub Account?

Yes. You can duplicate shipments from the SHIPMENT HISTORY page.

If the Sub Account used to create the original shipment has been archived, you will need to specify a different Sub Account to use for creating the duplicate shipment.

Is there a Shipping Rule action that will assign a Sub Account to an order?

Yes. The Shipping Rule action is called Assign Sub Account. This action allows you to assign an order to any Sub Account. This is useful when specific types of orders should be shipped via a carrier account that is not associated with the store's Sub Account.

Are Sub Accounts displayed on the SHIPMENT HISTORY page?

No. The "Carriers" filter on the SHIPMENT HISTORY page will show all carriers, across all Sub Accounts. To limit SHIPMENT HISTORY results to the shipments for a specific Sub Account, use the "Store" filter.

Are USPS SCAN forms automatically created for all Sub Accounts?

No. The USPS SCAN FORM page requires you to select the Sub Account for which you want to generate a SCAN form.

Which Sub Account is used in Browse Rates?

The rates displayed depend on where you are accessing those rate quotes:

  • At the top of any page in ShippingEasy: when you click the Rate Calculator link, the Default Sub Account's carrier accounts are used for displaying shipping rates.
  • On the ORDERS page: when you select the Browse Rates menu entry for an order, the Default Sub Account's carrier accounts are used for displaying shipping rates.
  • On the READY TO SHIP page: when you click the Browse Rates link, the currently selected Sub Account's carriers are used for displaying shipping rates.

Is the rate comparison feature on READY TO SHIP supported?

No. The green "Save" button will not appear on Ready to Ship when your ShippingEasy account has been configured to use Sub Accounts. Learn more.

Can I assign a Sub Account to a specific user?

Yes - this can be achieved by setting up a Shipping Rule. Learn more.

  1. Set the IF action to
    Store | Is equal to | Store name
  2. Next, set the THEN action to
    Assign to Sub Account | Store name
  3. Add a second THEN action for
    Assign to a user | User name

To ensure the rule works properly, you will need to verify the correct Ship From address is assigned to the correct store and is not set in multiple places. Learn more.



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