B2B - Adding customers to an Organisation
There are 3 ways that a customer can be added to an organisation.
Adding through the Admin as a Marketplace Owner
Only the Marketplace Owner will have the ability to add customers in the back end.
NOTE that they will need to be an already existing registered customer, that is not registered to another organisation already for this feature.
1. As an MO, log in to the admin.
2. Go to Customers > Organisations > Manage Organisations
3. Choose the organisation and select Edit.
4. In the Organisations details view, there will be a tab for Customers
5. Choose the Assign Customers button.
Select the customer from the left tick box, and choose Assign from the top right menu item.
7. The customer will then be added to the organisation.
NOTE: You do not need to save the Organisation. Once the customer is assigned, it is saved for that customer already.
Adding a customer as an Organisation Administrator from the Front End
You can invite a customer as an Organisation Administrator from the front end, in the My Account section.
1. Log in as the Organisation Administrator from the customer login page.
2. In the Accounts menu on the left, select My Organisations.
Here you will be able to see the Assign Users section.
3. From the Assign Users section, you can essentially invite the customer to the organisation.
4. Once saved, the user will be part of the organisation
The customer will also receive an e-mail, so that they can set their password
Requesting to be added by a customer of the organisation.
The customer can request to be added to the organisation by going to the customer registration form. The Organisation Administrator can then use the above method to add them in (Assign User).
1. You will need to do a look up if the organisation first. As a new customer - go to the Customer Registration page.
If your organisation is found, it will show you the result below:
Selecting the organisation will then take you to a prompt to request for access:
Once requested, the Organisation Administrator will then review if the customer is eligible for access.
When a request is sent, the Organisation Administrator will receive a notification.
As the Organisation Administrator, log in to the front end, and follow the steps above as.
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