How do I add a User?

Edit and View User access is required.

Step 1

Navigate to Settings Dashboard, select Users on the Side Navigation Menu.

Click Add User

If Add User is unavailable, your account might have reached the subscription limit for Users, or your Users access is not Edit and View.

Step 2

Enter new User details.

Enable Customer Contact for User to be included in Customer Contacts List. This List will be applied in Catalogs, visible to Customers.

Enable Supplier Contact for User to be included in Supplier Contacts List. You may designated a User from this List for individual Suppliers.

Step 3

Designate User Privileges.

Click Save to finalize. A notification email will be sent to new User to login. The new User's status will be Pending until User logs in to confirm the email.