NOTE: Remind customers to notify us when an employee's access needs to be removed upon off-boarding.
Overview
B2B Portal Users are people that a customer account has requested access to their B2B portal for. It's important to ensure a customer account's B2B Portal User list stays up to date as the portal provides access to:
Feature: | Access Type: |
Estimates | Create, Edit, View |
Live Inventory Integration | Create, Edit, View |
Marketing Assets | View Only |
Shipping Orders | View Only |
Orders | Create, Edit, View |
Please note that B2B Portal Users are independent of Contacts.
Pre-Requisites
There are a few important rules to be aware of when creating new customers:
Create a Customer Account before adding additional B2B Portal Users
Inviting a B2B Portal User
Navigate to the "Manage Customers" page via the "Customers" dashboard.
Select the Customer and navigate to the "B2B Portal" tab
Click on "Add Row" and scroll to the bottom to "Create a new user"
Enter the user's First Name and Email Address and hit "Save"
The user will receive an email that prompts them to set their password
You can share this article with your customer for reference