Send an invitation
You can send an invitation to the system to the Customer.
The Customer receives a link and then uses its credentials to log in to the system.
You can send an invitation by the following:
- When you create a new customer in the system.
OR
- You can send an invitation from the Customer page (administrator created a customer before).
Open the customer page and click the Invite button.
As a result, the system sends an invitation via email.