Adding Users to a Supplier Group

 

Note: These steps can only be performed by group administrators.

  1. Obtain the username to add. Need to create an account?
  2. Identify the supplier the user should be added to. From the Dashboard, click the supplier’s name in the My Suppliers box.
  3. Click the Group tab.
  4. Click Add People.
  5. Enter the username into the User name box.
  6. Optionally, select a role for this user. By default, any user can add new contacts and warehouses. Two additional user types exist:

Administrator members have all the special abilities of the initial administrator account: adding users and modifying and deleting contacts and warehouses.

Editors can modify existing contacts and warehouses but cannot delete them.

  1. Click Add users.

 

 

 

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