How to invite customers to the B2B e-commerce portal

Step 1: Login to the admin portal

1. Once you are logged in navigate to the B2B e-commerce portal menu on the left hand side.

2. Navigate to Enrolled customers tab

Step 2: Send the invite for existing customers

1. To send the invite the customer must have an email already.  Click on the SEND button and they will get an email with the invite and directions to log in, including setting up their password, website url and app links (if you use the white label app).

2. If the customer does not have an email or if you want to just create an additional access to a customer, click on the ADD NEW USER located on the top right corner of the list. Select the customer and enter a new email.

3. If you want to manually SET the password or overwrite it for a particular customer account, locate the record and then click CREDENTIALS. Enter the password for the account and communicate it to your customer.

Additional tips: 

If you have reps in the field visiting customers they can also talk to them and invite them to use the portal. In the inSitu Sales app go to the customer tab- -> tap on the customer and under the info section you will see on the top of the screen the option to SEND B2B portal invite.