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 in bulk with a spreadsheet upload. You can also add them individually.
1. Go to your Customers page to get started.
2. Click Export, then Export Users.
3. The User spreadsheet will download.
4. Fill out the spreadsheet with user information.
Make sure the PhoneX Customer Number matches the customer you want to add users to. You can find the customer number on the customer details page. You can add users to multiple customers using this spreadsheet.
5. Click Import, then Import Users.
6. Browse your computer or drag and drop the spreadsheet file, then upload.
7. You will see any errors, warnings, and changes resulting from your import.
8. If everything looks correct, click Save Changes.
If not, you can cancel your changes, update the spreadsheet, and re-import it.
9. A popup will ask you to confirm your choice on the email invitation.
10. The user will receive an email inviting them to reset their password so they can browse and purchase from your Stock List.
11. You can view all active and deactivated users for a customer by visiting the customer detail page and clicking Users.
