Change your account and workspace settings

Your name and password

1. Go to Account.
2. Change the Full name and click Save. The name shows on invoices and customer pages.
3. To change the password, click Open security settings.
4. Type the Current password, the New password and Confirm new password. Use 8 characters or more.
5. To sign out on your other devices, select Sign out all other devices.
6. Click Change password.

When you sign in with Google or Apple, your account has no password. On Security, click Email me a link to set one.

To change your sign-in email, email [email protected].

The business name

General holds the name, email, phone, website and description of your business. Invoices, customer pages and integrations show them.

1. Go to General.
2. Change the fields.
3. Click Save.

Shipping address

Shipping address holds the default address where purchased coins ship. Only owners and admins can change it.

1. Go to Shipping address.
2. Click Add address, or click Edit to change the address.
3. Click Save.

Cost codes

A cost code prints the cost of each coin on its label in letters that only your staff can read.

1. Go to Cost codes.
2. In Word, type a word of 10 letters with no repeated letters. Each letter stands for one digit.
3. Set the First letter, and turn on Code cents to show cents.
4. Read the Preview and click Save.

A cost code that you type on a coin replaces the automatic code. Use Decode to read a code from a label back into a cost. To stop, click Turn off. This deletes the word, so write it down first.

Stock alerts

CoinManagerPro sends an alert when:

• A coin sold, and it is still listed on a channel.
• A channel did not take a coin down.
• A coin sold two times.

Each alert shows in notifications. Members who can edit coins also get it by email.

To post the alerts to Slack:

1. Go to Stock alerts.
2. Paste a Slack webhook URL.
3. Click Save.
4. To check it, click Send test message.

Shipping provider

On Shipping provider, choose how you ship invoices and marketplace orders:

• No provider: add tracking numbers by hand.
• Shippo: buy labels in CoinManagerPro. Connect Shippo on Integrations first.
• ShipStation: ShipStation gets your orders and buys the labels. Save your ShipStation keys in the ShipStation section on the same page first. This is the only place to save, replace or remove the ShipStation keys.

To set the shipping emails:

1. Turn on Email the buyer when an order ships and Email the buyer when an order is delivered, if you want them.
2. Type an Email for shipping problems, or leave it empty to use your invoice email.
3. Click Save.

You need the Manage settings permission to change the business settings, cost codes, stock alerts and shipping provider.