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Invite or re-invite a customer user ​

When to use it ​

Use this guide when you need to invite or re-invite a customer user.

Before you start ​

  • Open Customers from the module menu. Your account must have access to this screen and permission for the action you want to complete.
  • Confirm that the person should have access to this customer account.

What this changes ​

An invitation is sent for the selected customer account.

Customer and address details are used for orders and customer access. Sending an invitation contacts the selected recipient.

Steps ​

  1. Edit the correct customer and use Add user.
  2. Enter the user’s name, email, phone, and designation.
  3. Check the email carefully and select Send Invitation.
  4. For an existing invitation, use Re-invite beside the user when needed. Check the displayed status.

Screenshot placeholder: Customers: invite or re-invite a customer user.

Screenshot to add: Customers: invite or re-invite a customer user. Capture filename: images/invite-or-re-invite-a-customer-user.png.

Restrictions ​

An invitation grants access to the selected company. Check both the company and recipient before sending.

If something went wrong ​

Before Send Invitation or Re-invite, check both the company and recipient email. After an unclear result, check the invitation status before sending again.

If an invitation was sent to the wrong person or company, give the administrator the customer, recipient and invitation reference promptly so they can review access. There is no recall control in this guide; editing contact information does not withdraw an invitation already sent. Correct the intended user information before agreeing a new invitation.

Check the correction ​

Have the administrator confirm the intended user's company access and the wrong recipient's access state. Verify invitation status separately from successful sign-in.