Setup

Initial Setup of Your Jetti Account

This article will detail the first steps to get your initial set up started.

Last updated July 9th, 2020

Have you just opened your first Jetti account and are itching to start setting up your account? If yes - you are reading the right article! This article will detail the first steps to get your initial set up started.

Step 1

Set Up Your Company Information

Your first step will be to fill in your company information, such as your company’s name, number, email, and logo.

How to do this:

  1. Navigate to “Setup” on the left side bar
  2. Click “Quick setup”
  3. Fill in your company details and hit “save”

Step 2

Set Up Your Billing Information

Next, you can set up your billing information, which will be used in the case that you decide to move with a paid plan.

How to do this:

  1. Navigate to “Setup” on the left side bar
  2. Click “Billing”
  3. You will be presented with the different Jetti plans. Choose the one that you want to move forward with, and hit “Select plan”
  4. If you are on Shopify, there will be a dropdown to select the Shopify account to charge. Hit “save”
  5. If you are not on Shopify, there will be a payment form to complete. Hit “save”

Step 3

Set Up Your Team in Jetti

Your last step is to add your team as users of your Jetti account. Choose what users have access to the Jetti dashboard, what type of users they are (admin, accounting, API, manager, partner, shipping, vendor), and what notifications you want enabled to them (shipping/invoicing).

How to do this:

  1. Navigate to “Setup” on the left side bar
  2. Click "Users"
  3. Choose your preferred settings. Hit "save"

Note: If you are looking to add your dropship providers, this can be done under the dropship providers section. Check out more information on how to onboard your vendors.

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