Account Management

Connecting Easypost

Convictional integrates with Easypost to allow you to share prepaid shipping labels with your partners. Create an Easypost account. You can create an Easypost account at easypost.com/signup. After cr…

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How to Change Your Commerce Type

When you first create an account with Convictional, you select your company's commerce type to be either a Buyer or a Seller. However, your decision about this may change during the onboarding proces…

Noah Jamison
Updated by Noah Jamison

Integrating your CRM

Convictional enables you to track all automated communication between Convictional and your partners in a few easy steps.

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Inviting Team Members

This guide explains how to invite new team members from within your own company. There are often multiple teammates that require access to a company's online ecommerce stores and connections. You can…

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Managing Issues

How to manage notifications that show up in your Issues tab. When action is required on an item in Convictional we will notify those who are subscribed to the "Critical TradeOps issues opened" notifi…

Tyler Ellis
Updated by Tyler Ellis

Managing Multiple Accounts

Since our login process is password-less, we make it easy for users to switch between and create accounts, using the same email that they are currently logged in as. This document guides you through…

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Managing Notifications

Summary. This guide outlines how to manage the notifications that you receive as a user of Convictional. Any Convictional user can manage their notifications by heading to Notifications tab available…

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Setting Billing Address

Set your Billing Address to send invoices to your partners automatically through Stripe. A billing address will need to be setup in order to use automated invoicing. To setup your Billing Address, he…

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Viewing Subscription Info

This guide explains where you can go to view information about the subscription fees that you pay to Convictional. How to View Past Subscription Invoices. Invoices for subscription fees can be viewed…

Thomas Gorham
Updated by Thomas Gorham

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