Add User

Note: This section is for administrators only.

Your screen may look slightly different than the ones shown below.

Add Users

From your main dashboard screen, click on the dropdown in the top right corner. Then click on "Team Members".

On this screen, click on the "Add User" button in the top right.

One this modal, enter the email address of the customer service agent, and select what role they should be assigned:

• Customer Support Level 1 - These agents can search for customers, process refunds/voids, issue RMAs for returns, reship fulfillments and other basic customer service and order actions.

• Customer Support Level 2 - These agents can do everything Level 1 can do while also having the ability to do outbound sales and creating new orders from their dashboard.

• Provider Admin - A provider admin, like yourself, can do everything Level 1 and Level 2 can do while also having full access to manage the team, account relationships, along with full access to create and remove API tokens.

When finished, click the "Send Invitation" button. The email address provided will receive an email with a link to verify/complete the enrollment

IMPORTANT: The agent 'must' check their email and click on the link in order to register and be able to log in. This step is required.