Kasyea Quote Manager How to Send an Invite to a Customer. | Scribe

    Kasyea Quote Manager How to Send an Invite to a Customer.

    • DattoDatto
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    This should only be done for Contacts that have authority to make purchases or view invoices.
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    Within the Admin portal, go to [[Organizations]].
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    Search for the Organization you're looking for, then click on it in the list.
    Search for the Organization you're looking for, then click on it in the list.
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    Navigate to the Contact you want to invite, and click on [[Send invite]]
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    You can also [[Resend invite]] if the customer hasn't accepted yet.
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    If there is no invitation option, this means the initiation has already been accepted. The Contact will need to do a password reset on the web store.
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    The Contact will receive the below email for them to complete the process.