Inviting a New User

Inviting Users

Settings → Users → Invite User → Fill in the required fields → Save User

Field	Required?	Description

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	Select Customer's Name → Company Name → required for Customer User (ensure you have set up a customer card first). Click here for instructions on inviting customer user Select Sales Representative → Sales Representative → required for Sales Representative Group Select Installer → Installer → required for Installers Group *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"