Content of this article
- Preliminary Remarks
- Manage Users
1. Preliminary Remarks
Once the customer has purchased a multi user offer via the checkout, accesses can be managed in the Multi User Account tab.
The purchaser is the main user. More users can only be invited or deleted in the main user's account.
All information given in the Merchant Backend can also be given by the main user in the Self Service.
Once the user has been invited and successfully linked, a customer account is created and the offer appears in the Multi User Account tab. This tab, however, only serves for information and cannot be edited.
2. Manage Users
In order to be able to manage users in the main user account, click on the pen symbol in the tile.
The editing mode opens. The following can be managed here:
- New users can be added.
Fill in the fields First Name, Last Name and Email, scroll to the bottom and click on Save. - Users can be deleted.
Once a user has been deleted, they no longer have access to the content of the offer. - A CSV file can be downloaded in which the users and their invitation codes are listed.
- The invitation code can be sent by e-mail.
Either via the table individually per user or via the action bar Invite all users.Note: To be able to send an invitation mail, the system mail Invitation to a multi user offer must be activated. Otherwise, the button Send invitation is not displayed.
All users and invitation codes, which are created in the Merchant Backend, are also displayed in the main user's Self Service.
Once the invitee has linked to the account using the invitation code, they can use the offer. The status in the table changes from invited to active.