To invite a new user to your account:

  • Click 'Invite'

  • Enter First & Last Name and Email

  • Click 'Send'

Invited users will receive an email confirmation which they must accept prior to accessing your Sales & Orders account.

Upon first time login, they will be prompted to create a password.

To remove a previously invited user:

  • Click on the red garbage can icon next to the user's email address

  • Confirm the removal

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