Onboarding customers

How to use DocuSign integration

The DocuSign integration allows merchants to easily send contracts and legal forms to customers for a digital signature. It cuts down on the time

Security is a top priority at Share A Refund. There are many methods used to protect the security of the merchant and all who

As a merchant, you might need to consolidate customer accounts. For example, a customer might have their UPS and FedEx accounts listed as different

The Linked User Feature makes managing customers’ accounts more efficient. As a merchant, you may want to view which users are linked to specific

Your customers may ask to add additional users to their accounts. This support article outlines the steps to add users to a customer’s account.

A customer may need help disabling or deleting a user on their account. This article outlines how to easily delete or disable someone’s access

The email sending service built into Share A Refund is highly dependable. Emails are sent within milliseconds from the system to the recipient using

Is a user listed as yellow triangle? This user either has invalid login credentials for a shipping account or has overdue, unpaid invoices. Take

As a merchant, your customers may ask you to enable online billing on their behalf. The directions below detail the process for enrolling in the

Are you signed into your admin account? Look on the top right of the Edit User page for the View Logs button. If you’re