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 support@coinmanagerpro.com.

The business name

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

Shipping address

Shipping address holds the default address where purchased coins ship. Only owners and admins can change it. Click "Add address", or "Edit" to change it. Then 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, paste a "Slack webhook URL" on Stock alerts and click "Save". Click "Send test message" to check it.

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.

You can also turn on "Email the buyer when an order ships" and "Email the buyer when an order is delivered". Type an "Email for shipping problems", or leave it empty to use your invoice email. Click "Save".

Shipping insurance policy

Carrier insurance and label insurance can refuse claims for coins. Add your own insurance policy to use "My shipping policy" in the "Insurance" part of a label.

1. Go to Shipping provider.
2. In the "Shipping insurance policy" section, type the "Insurer" and the "Policy number".
3. Type the "Per-package limit" if your policy has one. CoinManagerPro does not let a label with a higher "Declared value" use the policy. Leave it empty for no limit.
4. Click "Save policy".

To delete the policy, click "Remove". Flow Dealers uses the same policy, so a change here also changes it in Flow Dealers.

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