Documentation

Inviting Users to an Account

This article documents how to invite users to an account. Corporate accounts can have more than one user assigned to handle various aspects of a transaction. There are two ways to add users to an account: using the Account Management widget or using the Control Panel.

Using the Account Management Widget

The Members tab is where administrators can add additional users to an account. By default, accounts have one account administrator that is assigned during initial creation.

Account Management Widget's Members Tab

  1. Click Invite User.

  2. Enter a valid email address or existing user (for example, Mike Smith)

    Inviting a User to the Account

  3. Click Invite User.

This user has been added to the account.

Using the Global Application Menu Control Panel

  1. Click Global ApplicationsControl PanelAccounts.

    Inviting a User to the Account

  2. Click the account (for example Acme, Inc)

  3. Click Users in the left menu.

  4. Click the (Add icon) button to add a new user.

  5. Check the boxes for all the users to be added.

  6. Click Add.

The users have been added to the account.

Liferay Commerce 2.1.x and Below

  1. Navigate to the Control PanelUsersAccounts.

  2. Click the account (for example Acme, Inc)

  3. Click Users in the left menu.

  4. Click the (+) button to add a new user.

  5. Check the boxes for all the users to be added.

  6. Click Add.

The users have been added to the account.

Inviting a user to an Account in the Control Panel