How to create my users from the supplier cockpit ?
The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
If you want to independently create a user for your company, you must have "ADMIN" rights. If this is not the case, don't hesitate to get in touch with the person who has these rights within your company. If you don't know who this is, please contact support-partenaire@ibat-solution.com.
In this article :
How to create my users from the supplier cockpit ?
From the "Admin" menu, click on "Contacts / Users" and then on "+Create a user".
Then enter the following information :
- Active, uncheck the box to make the sales contact inactive and prevent orders from being sent to this recipient (only possible if the sales contact is no longer configured for any customer)
- Last name (required), First name
- e-mail address
- Telephone in [+][Country code][Number] format
- Geographical area: select one or more departments/regions
- Visibility of the sales contact, select public if you wish to share this recipient with all iSYBUY customers, otherwise this recipient will only be available to customers who already know this contact.
- Position/agency
- General comments visible to customers
- Send a first connection email: allows you to inform the new user directly. They will receive an email giving them their login details and inviting them to click on a link to enter their password and access their space.
- Privileges : if no privilege is selected, by default the sales privilege will be assigned to the contact created.
Tips : You can create access for your accountant by putting him/her in "private visibility" so that he/she can view/retrieve all customer orders and not appear in the contacts available to customers.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Related keywords :
supplier creation - sales contact - sales contacts - contact management