Note: These steps can only be performed by group administrators.
- Obtain the username to add. Need to create an account?
- Identify the supplier the user should be added to. From the Dashboard, click the supplier’s name in the My Suppliers box.
- Click the Group tab.
- Click Add People.
- Enter the username into the User name box.
- Optionally, select a role for this user. By default, any user can add new contacts and warehouses. Two additional user types exist:
o Administrator members have all the special abilities of the initial administrator account: adding users and modifying and deleting contacts and warehouses.
o Editors can modify existing contacts and warehouses but cannot delete them.
- Click Add users.