After you've added a new customer, it's time to add users to that customer account. Users are buyers who are invited to browse and make purchases on your Stock List. This video and article show how to add new users individually. You can also add them in bulk with a spreadsheet upload.
1. Start on your customer details page.
On your customers page, click on any customer to see the customer details.
3. Click Add next to the customer name.
4. Fill in the user information.
5. Select the role you want the user to have.
Finance roles can only view and pay invoices. Purchasers can make purchases on your Stock List and pay invoices.
6. Add the user's email address.
7. Choose whether to check the box to Send Email to User.
Checking this box will ensure that the user receives an email invitation to reset their password so they can browse and purchase from your Stock List.
9. The user will receive an email inviting them to reset their password so they can browse and purchase from your Stock List.
10. You can view all active and deactivated users for a customer by visiting the customer detail page and clicking Users.
