Adding a new user to the customer's account (back office)
Wersja instrukcji: | Data publikacji: | Słowa kluczowe: |
|---|---|---|
1.0 Pierwsza wersja instrukcji. | 11.05.2022 | backoffice, dodanie użytkownika, konto klienta, użytkownik, klienci, klient |
1. To add a new user to one of the clients:
a) Select "Customers" in the left panel and then "All customers" in the drop-down list.
b) Search for the desired client and enable the edit option.
View 1. Access to clients from the back office.
2. In the "Users for this customer" section, select "Invite User".
View 2. Option to invite a new user.
3. In the newly opened window:
a) Fill in the data of the new user.
b) Click the "Add" button. The invitation will be automatically sent to the e-mail address entered.
View 3. Add a new user window.