MANAGE CUSTOMERS

How to set up a Customer’s Account

19 views July 16, 2018 July 16, 2018 admin_ordertron 0

By using the Send to Admin button, you will receive the same email invite that your customer receives so that you can set up their OrderTron App account on behalf of them.

Step 1: Go to CUSTOMERS, then click on Manage Customers.

Step 2: Click the Send to Admin button next to the customer you wish to set up the account on behalf of.

A notification appears to confirm that the email invite has been sent to your email address you have setup in OrderTron.

Step 3: Click on the Accept and Set-up Account button on the email invite, then follow the prompts to complete setup of your customer’s account.

Note

The Send to Admin button will only show if your customer’s OrderTron App is not already set up.

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