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  1. Open edit account form Select an Account, click on EDIT button and scroll down to the bottom of the EDIT ACCOUNT form.

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    On USER ACCOUNT section, click (+). This opens INVITE USER form with 3 required fields that you need to provide:

    1. Email: Must have correct email format.

    2. Username: can be a name, number, email address,…If there is no username inputted, the email address inputted on Email field will be used as the username. Username must be unique.

    3. Display name

  3. Click SAVE on INVITE USER form.

  4. Invited customer users will be displayed on the USER ACCOUNT list.

  5. Click SAVE on EDIT ACCOUNT form.

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