How do I invite an order client?

Created on:
September 26, 2022

Click on the ⚙️ at the top right corner, then click on Clients under Orders.

To invite a new order client click on the green button + Add client, fill in the form and press Add at the very bottom in the sidebar.

Fields in the form:

- Supplier name: Your company name.

- Company name: Order client's name.

- Send invite to: Email address used to send the invitation.

- Order form: A list of forms the order client has access to.

- Fields from shift: Here you can choose which customer or task will be scheduled when this particular order client places an order.

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