Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

To provide a person or company with access to your “Company profile” you need to setup a Customer card and Create a User account for them.

Customer Card

First you need to setup a Customer card, this will create a profile for the contact details including Billing and Delivery addresses.

...

Once you have done that you then need to send them an invite to be able to log in. The person accessing your account may not be the same address that the quotes/confirmations and invoices go to so you have the ability to change that here.

...

created a Customer Card, you can invite users to place orders directly. There are 2 ways to invite a Customer User:

- Customer Card

- User Settings