Inviting Users
Settings → Users → Invite User → Fill in the required fields → Save User
Field | Required? | Description |
|---|---|---|
First Name | Yes | Users First Name |
Last Name | Yes | Users Last Name |
Email Address | Yes | This is the users email address |
Telephone | No | Users Contact number |
Mobile | No | Users Mobile Number |
Group | Yes | Select which Group the user needs to belong to |
TimeZone | Yes | Time zone of user. This will default to the organisations time zone initially. |
Language/Culture | Yes | Language/Culture of the user. This will default to the organisations time zone initially. |
Email Template | No | Leave this field blank, BUZ will send the required email template. |
User Resource Mapping | No - Use as required |
*Required for selected groups |
Example of User Resource Mapping
Customer's Name → Company Name (from the customer card) → required for Customer User. Click here for a step by step guide on how to invite a new customer user to BUZ.
Select Sales Representative → Sales Representative → required for Sales Representative Group → this links to the required Sales Rep calendar
Select Installer → Installer → required for Installers Group
Resending a customer invite
Settings → Users → Click on the required user (Full Name) → Scroll to the bottom of the user details screen → Resend Invitation Button
Accept Invite
Once the invite is sent the user will be sent an email (as per below), the user will need to accept the invite and create their password.
If the user does not receive the email (for some unknown reason) you can go back into the user and "resend invite"