You can now invite your customers to create a Resolve dashboard account! For a more detailed guide on how to invite a user, read our Help article here.
To do this, you can click
Invite user
from the kebab menu in the Customers table or from the Actions menu in an individual customer’s details page. If you go to the
Users
tab in a customer's details page, you can view users who have been invited and see when an invite was sent. You can also resend a user invite by clicking the Resend invite
option in the kebab menu of the Users
tab.Please note that in order to successfully send a user invite, the email address domain of the user you wish to invite must match that of the Purchaser/AP email domain on file for that customer.