System Settings
Configure Vectis to match your operation. Everyone can change Settings → Appearance; the Preferences, AI and Webhooks tabs are for the account Owner.
Some settings live in the Vectis account portal (the Control Plane link in the app sidebar): team, API Clients, company details, and billing.
Users & Permissions
User Management
Team in the Vectis account portal (the Control Plane link in the app sidebar)
Invite people by email and give each a role. You can change a member’s role, suspend them, or remove them.
Roles
Assign roles on the Team page of the Vectis account portal (the Control Plane link in the app sidebar).
Built-in roles:
| Role | Permissions |
|---|---|
| Owner | The account owner; full access |
| Administrator | Full operational access, plus team, billing and integrations. Only the Owner can open Settings → Preferences, AI and Webhooks in the Vectis app |
| Operations Manager | Orders, returns, products, inventory, warehouses, shipping and channels; view and export reports |
| Warehouse Staff | Pick, pack, and ship orders; update inventory counts |
| Customer Service | View orders (with customer details), products and inventory; create and edit orders. No access to returns |
| View Only | Read-only access to orders, packages, returns, products, inventory, warehouses, channels and reports |
Custom Roles (Coming Soon)
Custom roles with granular permissions are planned for a future release. Currently, use the built-in roles above.
Integrations
Sales Channels
Channels (native channels) and Integrations (API2Cart)
Connect your stores:
Native:
- Shopify: OAuth connection, configure sync settings
- WooCommerce: API credentials, webhook setup
- TikTok Shop (Growth+ tier): OAuth connection, order import
Via API2Cart: other carts and marketplaces connect through your own API2Cart account. Add the store under Integrations → Add Store, then paste the webhook URL Vectis shows into API2Cart.
Roadmap: Additional first-party marketplace connectors where we see sustained demand.
Per-channel settings:
- Auto-import orders (on/off)
- Auto-sync inventory (push Vectis stock levels when they change, plus a scheduled re-sync). On Shopify and WooCommerce, this also creates sellable products missing from the store and updates matching products’ name, description, price and weight (on WooCommerce, also images and dimensions). See Sales Channels.
- Default warehouse (used when no location mapping is set)
Shipping Carriers
Integrations and Shipping
Vectis integrates with carriers via EasyPost:
- Connect your EasyPost account on the Integrations page
- Add carrier accounts under Shipping → Carriers
- Set up carriers and services per warehouse under Shipping → Warehouse Shipping
Your EasyPost API key is stored encrypted and is shown only by its last four characters. Carrier credentials are never shown in the UI.
WMS Integration (Pro+ tier)
Configured through the API (/api/wms-integrations)
Connect to external WMS systems via the generic REST adapter:
- Create an integration with your WMS’s base URL, the warehouse it serves, and its settings
The WMS integration uses a configurable adapter that works with any REST-based WMS. Authentication options include API key, bearer token, and basic auth.
Note: This is a generic integration framework, not pre-built connectors for specific WMS providers. Configuration requires knowledge of your WMS API.
Webhooks
Settings → Webhooks (Owner only)
Create webhooks through the API for now (the dashboard form doesn’t send the required signing secret). Manage, test and view deliveries in Settings → Webhooks (Owner only), and retry failed deliveries there.
Event names are PascalCase: orders (OrderCreated, OrderConfirmed, OrderShipped, OrderDelivered, OrderCancelled), packages (PackageCreated, PackageShipped, PackageDelivered), and inventory (InventoryAdjusted). Use * to receive every event. See the Webhooks guide.
Fulfillment Rules
Configuration → Fulfillment Rules
Fulfillment Rules change an order’s lines before it’s fulfilled. Each rule has conditions, an action, and a priority.
Conditions
Channel, customer segment, customer tag, order tag, order value, ship-to country or state, SKU, product category, quantity.
Actions
- Replace Item: swap one SKU for another
- Add Item: add a promotional or free item
- Add Packaging: add channel-specific packaging
- Convert Units: convert units of measure
- Regional Variant: ship a region-specific variant
- Service Materials: turn a service SKU into the materials it needs
- Block Item: hold SKUs under recall
Fulfillment Rules don’t choose a warehouse, and there are no routing rules. Vectis picks the warehouse automatically from where the stock is, and can split an order across warehouses (see Order Management).
AI Settings
Settings → AI
- Daily briefing: turn it on and choose the hour
- Answer tone: concise or detailed
- The account Owner can add a company glossary, extra instructions (up to 4,000 characters), and a list of blocked terms for Ask Vectis
API Access
Organization Settings → Developer → API Clients in the Vectis account portal (the Control Plane link in the app sidebar)
Organization owners manage OAuth 2.0 API Clients here. (The same tab also lists API Keys; for the Vectis API, use an API Client.)
- Create Client: give it a name.
- Copy the client ID and secret (the secret is shown once), and exchange them at
POST /oauth/token(grant_type=client_credentials) for a Bearer token that lasts one hour. - Delete a client to revoke its access immediately.
API client tokens currently have read access to orders, products, and inventory.
Scopes defined for API clients (17 total). A client made with Create Client gets six of them: orders:read, orders:write, products:read, products:write, inventory:read and inventory:write. The portal has no way to choose others.
| Scope | Description |
|---|---|
orders:read | Read orders |
orders:write | Create and update orders |
products:read | Read products |
products:write | Create and update products |
inventory:read | Read inventory levels |
inventory:write | Update inventory levels |
warehouses:read | Read warehouse information |
warehouses:write | Manage warehouses |
fulfillment:read | Read fulfillment status |
fulfillment:write | Manage fulfillment operations |
packages:read | Read package information |
packages:write | Manage packages |
returns:read | Read return requests |
returns:write | Manage returns |
channels:read | Read sales channels |
channels:write | Manage sales channels |
webhooks:manage | Manage webhook subscriptions |
Company Settings
Organization Settings → General in the Vectis account portal (the Control Plane link in the app sidebar)
- Organization name (editable)
- Subdomain (shown for reference)
Billing
Billing in the Vectis account portal
- Current plan
- Invoices
- Payment method (through the billing portal)
- Upgrade or downgrade your plan