Invite via Customer Cards
- Shonal Singh
We’ve made it simpler to invite or re-invite Customer Users.
-Simply press the Invite User button, or Re-Invite Customer in the customer card (how to add new Customers)
-You can also send invites to customer contacts, once you’ve added a customer contact, press the invite button next to the contact details. If the contact has been sent an invite already, this function will resend the invite
From here
BUZ will send the customer an email
They will need to click on the “Accept Invite” link within 48 hours of receiving the email.
If the customer does not login within the 48hrs you may need to resend the invitation in the User section.
If this is their first time logging into BUZ they will be prompted with a “Set Password” page
If they already order from another supplier in BUZ or have their own BUZ Software account they will not be required to set a password and can login as normal.
When they login they will be sent to the home page and can change organisations here.
At any time they can select the Account Icon and select My BUZ to get to this page.