Customer User Registration

This guide shows how to add new users to company accounts through the operations portal. Employees can select a company and create new user accounts by entering an email address as the username and assigning roles like Company Admin or Accounts Payable. The system sends activation emails to new users, who then set up their password and agree to terms during first login. Users can access different features based on their assigned roles, such as managing orders, viewing invoices, and adding other employees.

What is covered

• Add new users through the operations portal
• Assign user roles and permissions
• Email activation and password setup process
• First-time login requirements
• Role-based account access and features