Add New Agent User
- Sandra Petrovic
Click on the arrow and select the Contacts module
2. Type the agent name into the Client Search Bar and press Search
3. Click on the agent name and the Customer Screen will open up
4. Select the Contacts Tab and select Search to bring up the contact listed under the agent
5. Click on the contact name to open the contact details
6. Once the contact details window has opened you will then need to select the ‘Add Username & Password’ button.
7. A new window will appear with the contacts details for the B2B website
8. Type in a username and password
9. Tick the box next to ‘Access All Orders & Styles’
10. Tick the box next to ‘Allowed Access to I8Wholesale’ and select the B2B website from the drop down
11. Select ‘yes’ under ‘Contact can process orders on B2B’
12. Select Save