Adding Users to Customer Organisations

Merchants can invite additional users to a customer’s organisation to give more team members access to the customer portal.

Who Can Add Users

• Merchants: Can invite and manage users within a customer’s organisation.

• Customers: Can invite users to their own organisation.

How to Add Users

1. Open the Customer Organisation
   Go to the Customers page and click on the customer organisation you want to manage.

2. Navigate to the Users Tab
   Within the customer profile, select the Users tab to view existing users.

3. Click "Invite Member"
   Select Invite Member and enter the new user's:

   • Name

   • Email address

   • Role

4. Send Invitation
   Once submitted, the user will receive an email invitation with instructions to access their account.

Tips

• Double-check the email address to avoid failed deliveries.

• On rare occasions invitations can land in the spam folder.

Need assistance? Contact B-Cart Support for help managing users.