Add New Contact User

As an admin provider, you can add contact users by following the steps below. These user contacts will only be able to access the application that the admin client has allowed.

Note: The admin client will be able to see the added contact users.

1. Enter the USERS section and then click the USER INVITE button.

2. A pop-up window will be displayed. Here, you will enter the contact user details such as First Name, Last Name, Email, Country, and Language. It is important that for a user to be a contact user, they must check the box at the end of the file. Finally, click the “Send Invitation” button to send the invitation to the user.

3. The user will be displayed in the provider’s user list. To distinguish that it is a contact user, it will appear with the icon in its record.

4. While in the Customer’s account, the contact user will be displayed as follows in the supplier’s account details.