Users can own client accounts. This allows one user to manage products and services, billing, and other functions for multiple client accounts using a single login.
In the Client Area
Anyone can create an account through the Client Area. To do this:
You can go direct using this link:
https://sellcloud.io/grid/account/users
- Click Account in the top-right corner.
- Select Register.
- Fill out the form.
- Click Submit.
This creates an account and an associated user who is the account owner.
During Checkout
Authenticated users can choose to create a new account for the items in the cart during checkout. In this case, the system will assign account ownership for the new account to the logged-in user.
To do this:
- Select Create a New Account under Choose Account during the checkout process.
- Fill out the form that appears.
- Continue with the usual checkout process.
Invitations
Invitations expire after 7 days.
To connect a user to multiple accounts at any time, send invitations from each account to that user or email address. The invitee will receive an email and must click the included link.
- If you send an invitation to an email address for an existing account, they can access the client account using their existing login credentials.
- If the email address does not correspond to an existing account, they can create one.
While invitations go to the specified email address, the recipient can complete the invitation process using this link with any email address they choose. Because of this, accepting an invitation is not equivalent to user email verification, which is a separate feature.
>In the Client Area
Account owners can send invitations from the User Management section of the Client Area.
Inviting New Users
To do this:
- Go to User Management.
- Enter an email address under Invite New User.
- Choose All Permissions to grant all available permissions, or choose Choose Permissions and select the desired permissions.
- Click Send Invite.
or you can go direct using this link:
https://sellcloud.io/grid/account/users
Alert: For Control Panel Help & Tutorials, click here: Panel Tutorials
