How do I invite an order client?

Click on the gear icon 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
Have more questions? Submit a request