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Adding a new user to the customer's account (back office)

Wersja instrukcji:

Data publikacji:

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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.

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View 1. Access to clients from the back office.

2. In the "Users for this customer" section, select "Invite User".

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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.

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View 3. Add a new user window.