Adding customers

This article describes how to share your cycles with your customers.

Updated over a week ago

Your customers can view and use any cycles you have shared either with all your customers or with selected customers. You can manage the sharing setting for each individual cycle.

Adding customers

1. Navigate to Suppliers & Customers from the main menu.

2. Click the button Add New in the Customers section.

3. Fill out your customer's email address.

4. Enter a message to add to your invitation. (Optional)

5. Click Send Invite.

6. After sending the invitation, you will see a confirmation label about the sent invite on your screen.

7. Once your customer accepts the invitation you can share any of your cycles with them specifically or automatically if the cycle is shared with all your customers.

Did this answer your question?