The administrator of a company invites colleagues, gives them a role and removes them when they leave. The shop owner is not needed for this. The article is written for the company administrator, so you can pass it on to your customers.
Before you start
- you are signed in as an administrator of an active company,
- the e-mail address of the person you want to invite.
1. Open My company
My account › My company
The page shows the company details, your role, the users, open invitations and a form for a new invitation. The My company link is in the account menu only if you are in a company.
2. Invite a person
In the Invite a person section enter the colleague's E-mail.
Choose the Role: administrator, buyer or viewer (see Company accounts: roles and limits).
If you like, enter a Limit per order; leave it empty for the default limit of the company.
Click Send invitation. The person gets an e-mail with a link that is valid for a limited number of days and can be used only once.
3. What the invited person does
Clicks the link in the e-mail and then Join the company.
If they already have an account with the same e-mail address they sign in, otherwise they create one. If they are signed in with a different address, the page asks them to sign out and sign in with the invited one.
As soon as they sign in they are a user of the company and see the orders of the company in their account.
4. Invitations that are still waiting
The Open invitations section shows until when each invitation is valid. Send again sends a new e-mail, Cancel voids the invitation. The same address can be invited only once; a duplicate invitation is refused and the module suggests sending the existing one again or cancelling it.
5. Requests to join
If somebody registered with the tax number of your company, you get an e-mail and their request shows in the People who ask to join section. Click Let in or Reject. Nobody joins automatically.
6. Removing a user and leaving
Open Remove next to a user and confirm with Yes, remove. The person keeps their account and orders and leaves the company. To leave the company yourself use Leave the company; the last administrator cannot leave.
Common problems
The person does not receive the invitation
Check the address, the spam folder and the expiry date. An expired invitation can be sent again.
A message says there are too many invitations
The shop limits the number of open invitations and of invitations per hour. Cancel some or wait.
The person already belongs to another company
A customer can be in one company only. They have to leave the other company first.