Navigating the User Menu

After logging into Helm, go to the top-right corner of the dashboard. You’ll see your profile name or avatar. Click it to reveal a drop-down menu with the following options:

• My Account

• Jobs

  • Jobs Queue

  • Printing Jobs

• Logout

Each of these items plays a key role in managing your account and daily operations

Step 1: Accessing Account Settings

Once logged into Helm, navigate to the top-right corner of the dashboard. You’ll see your profile name or icon

1. Click on your name or avatar

2. A drop-down menu will appear with the following options:

   • My Account

   • Jobs

   • Jobs Queue

   • Printing Jobs

   • Logout

Select My Account to begin customising your account

Step 2: Editing Account Information

Clicking My Account will open a pop-up window, allowing you to update your personal and company details. Here, you can configure the following fields:

Company and Personal Details

Account Name

Update the company name that appears on your dashboard and documentation

Profile Picture

Upload your business logo or relevant image

Email Address

The main contact email associated with your login

Telephone Number

Optional contact number for account-related communication

Password

Click "Change Password" to update your login credentials

⚠️ Important:

Ensure your email is correct, as password resets and notifications will be sent here

Step 3: Managing Account Ownership

Under the Permission Group section, you’ll see your current role – usually Owner

To transfer ownership:

• Select a new user from the dropdown

• Read the warning:
  

  “You will lose all access to this company's account. No billing information will be modified. Please ensure all changes are complete before unlinking your profile.”

Only proceed with this action if you're certain the ownership should be transferred

Step 4: Access Control

The Access Control tab allows you to manage alternative login methods and enhance security

• Quick Access Code
  A unique code that allows you to log in without entering your credentials

This is ideal for warehouse terminals or trusted internal users who require simplified login processes

Step 5: API Access

You can manage external integrations and API connections from the API Access section

To create a new API Key:

1. Click the Plus (+) button

2. Enter an API Name (e.g. “Warehouse Scanner Integration”)

3. Activate API Key (if applicable)

4. Click Generate API Key

5. Delete if you no longer need this key
   

Keep your API keys secure

They allow third-party systems to interact with your Helm account programmatically

Step 6: Localisation Settings

Ensure your account reflects your local context by setting:

Language

Select your preferred interface language

Time Zone

Choose the correct time zone to ensure accurate job tracking, printing schedules, and API logs

Note:

These settings are essential for businesses operating across multiple regions

Step 7: Linking External Accounts

You can link your Helm account to external providers for easier sign-in and synchronisation

Available integrations:

• Google

• Microsoft

To link an account:

1. Click the relevant provider

2. Sign in and authorise access

This feature simplifies login and enhances account recovery options

Step 8: Saving Your Changes

Once you’ve completed all necessary edits:

• Review all fields for accuracy

• Click Save Changes at the bottom of the window

A confirmation message will appear indicating your changes have been successfully saved

Jobs

The Jobs section provides an overview of all current, completed, or scheduled warehouse tasks, such as:

• Picking

• Packing

• Labelling

• Inventory checks

Here, you can track status, assigned users, timestamps, and any issues that arise during fulfilment processes

Jobs Queue

The Jobs Queue shows a real-time list of jobs awaiting processing or currently in progress. It is a powerful operational tool used to:

• Prioritise urgent tasks

• Reassign jobs to available team members

• View task logs and timestamps

• Monitor warehouse flow in real time

Use the Jobs Queue to avoid bottlenecks and streamline your order fulfilment pipeline

Printing Jobs

This section contains your print job queue, where labels, invoices, and shipping documents are stored before being sent to a printer

In Printing Jobs, you can:

• View queued print jobs

• Manually trigger printing if needed

• Identify failed or pending print tasks

• Check which templates or printers are being used

If you're using silent or direct-to-printer solutions (e.g., QZ Tray), this section will show the print status without needing local interaction

Logout

Clicking Logout will securely end your Helm session. Always logout at the end of a session, especially when using shared devices in warehouse environments

Summary

Setting up your account in Helm is a one-time task that ensures seamless access, secure integrations, and accurate data configuration. Always review ownership transfers carefully, and be mindful when generating or sharing API keys

For further help, contact Helm Support