How do I manage the Business Customer Users?

When running a business, managing your customer base is crucial for success. This includes overseeing your business customer users efficiently. In this guide, we will walk you through how to check your business customer users and the actions you can take with them.

Let’s get started!

1. Go to Customers
   • In the search field, enter the name of the customer you want to check on.
2. Click on the customer's name to access their profile page.
3. Scroll down to the "Users" section to see a table of users invited to this business customer.

The table displays:

• User name
• User email
• Status:
  • "Pending" if the user has not accepted the invite yet
  • "Accepted" if the user has accepted the invite
• B2B concept mark is displayed for user if he has given consent

By clicking on a specific user, you can view more details:

• Name
• Email
• B2B marketing consent (if accepted), along with the consent text and date of acceptance
• "Invited to Wholesale" status

Resend the Invite

1. Click on the user you want to update.
2. Click on the "Resend invite" option 

The email containing the invite will be sent again to the customer.

Edit user

if the invite has not been accepted, you can update the business customer user details:

1. Click on the user you want to update.
2. Click on the "Edit" option 
3. A pop-up will appear where you can modify the user's email.
4. After making changes, remember to resend the invite if you updated the user's email.

Once the invitation is accepted, you will not be able to update the user info.

Delete user

If the user has not accepted the invite, you can delete the user:

For this 

1. Click on the user you want to update.
2. Click on the "Edit" option 
3. Confirm the deletion of user

The user will be removed from the list. If they attempt to accept the invite later, they will receive a message indicating that the invitation link is no longer valid.