Users
The accounts you sell to, the platform logins behind them, and what each kind of account can reach.
- CustomersCustomers is your own list of everyone you sell to, and every design, quote, and order is raised against one of them. This page covers what a customer record holds, how to create one, the trading history it accumulates, and how linking a customer to a platform account lets them log in.
- User ManagementA platform account is what lets someone log in. This page covers the four roles, changing a role and removing an account, the teams that set what an internal user can reach, how to invite someone by email or by link, and what to do when an invitation does not arrive.
Still need help?
If this page did not answer your question, email our support team and include your account name and what you were trying to do.