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How-To Articles Updated about 1 month ago

Your Account

Subscriptions Getting Started Billing & Payments Etsy Order Management Account Management

CONTENTS

Your account is automatically set up as a Personal account. This is where your subscription billing and main information are linked.

Each time you log in, you’ll see your dashboard. It shows an overview of your orders, revenue, production processing times, top selling products in the last 30 days, and recent orders.

From here, you can link to your Etsy store(s) in the Accounts view using the menu in the top right corner. 

Important! 
When creating your store account, make sure you check the Connect Account to Etsy box before you save the form. This will prompt you to authorize your store with Podzilla.

Repeat these steps to set up additional stores.

Once you link your Etsy store, you will see subaccounts for each Etsy shop you link to your personal account. Your orders will be billed to the store account where they were purchased.

Accounts View

The Accounts View includes the following options:

Account Profile

This option gives you access to your overall profile options, including User Profile, Password, Billing Settings, Billing Reports, and Accounts.

Clicking this link will automatically take you to Accounts where you can Invite a User or Edit your account. 

Accounts

You can add additional users, such as an employee, to your store accounts to help with processing orders or creating listings.

On your store’s Account screen, click Invite a User. Enter the new user's full name and email address. Then choose one of the following roles for them:

  • Admin

  • Member

  • Orders Manager

  • Products Manager

NOTE:  You cannot add additional users to your personal account.

User Profile

This option lets you edit your name, profile photo, email address, time zone, and account color scheme (light or dark).

Update Password

Use this option to change your password. Two-Factor Authentication set-up is also available from here.

Billing Settings

In your personal account (not your shop accounts), you can add your billing address, payment method, billing email, billing history, and manage your subscription.

Billing Reports

In your shop account, you can see your billing invoices by specific date or a month.

NOTE:  Your personal account will not show billing reports.

Daily View

Enter a specific date and click the Filter button to see all orders from that day. 

 Monthly View

Click the Monthly View radio button, choose the month from the dropdown menu, and click the Filter button. 

Clicking the up arrow to the right of View Monthly Summary will expand the summary so you can see the daily breakdown.

Your Accounts

Use this screen to add new Etsy shops or switch between existing shops and your personal account. To add a new store account

  1. Click the Add a New Store Account button.
  2. Enter your Etsy Account Name, Account Type, and Etsy Billing Email address in the popup box. Upload a store avatar if you want (optional) and click Create Account.
  3. You’ll see another popup from Etsy asking you to allow the integration.
Important! Be sure you click the Connect Account to Etsy checkbox before you save the form. This will authorize your store with Podzilla.

Repeat these steps to set up additional stores.



Switch Account

Quickly switch between accounts by selecting an option directly from the menu.

Sign Out

Click to sign out of Podzilla on your device.

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