Skip to main content

Inviting Admins to your Retailer Portal ๐Ÿ‘‹

Updated over 3 weeks ago

Whether it's to help you manage the tool by approving stores or just to keep an eye on the action, inviting your colleagues is easy & fast.



โ€‹Step 1 - Click on your name or settings cog in bottom left of menu
โ€‹


โ€‹
โ€‹โ€‹Step 2 - Settings
Select Setting at the bottom of your tab, and click on ''Members''
โ€‹


โ€‹
โ€‹โ€‹Step 3 - Invite
Select ''invite'' to bring your colleague on board
โ€‹


โ€‹
โ€‹Step 4 - Invitation Type
โ€‹
You can send either individual invitations or multiple invites at once. Both options allow you to choose the role of the user or colleague youโ€™re inviting.
โ€‹

Individual Invitation

Complete the following information
- Name (Full name recommended)
- Email (Work email prefered)
- Language
- Role
โ€‹

Please see this article that explain the permission level.


โ€‹

Multiple invites

Download the template and upload your list

All emails detected in the upload will receive an invitation to join the assigned brand(s)/retailer with the specified role and access level.


โ€‹Please note that Admin role applies at the brand level. Sales Reps and Viewers will be Members at the company level.


Always feel free to reach out for questions by using the chat icon in the app,
or by sending us an email to support@endvr.io.

Did this answer your question?