Authorized Users Update (Oct. 7th, 2024)

Overview of Authorized Users for AR Accounts

Introduction

• Authorized Users can make purchases on AR (Accounts Receivable) customer accounts.

• Provides control over who can access and utilize the account.

Setting Up Authorized Users

• Login: Access the AR customer account.

• Navigation: Go to the Authorized Users section to manage users.

Functions in Authorized Users Section

• Viewing Users:

  • List of all authorized accounts for an AR user.

• User Management:

  • Deactivate: Temporarily removes access for an Authorized User.

  • Reactivate: Restores access to a previously deactivated Authorized User.

  • Create New Users: Process for adding new Authorized Users.

Important Notes

• Deactivated users will lose access until reactivation occurs.

Adding New Authorized Users

Process to Add New User

1. Click on the New User button.

2. A prompt will appear to enter the user’s name and email address.

3. Submit: This sends an email to the new user for password setup.

User Experience After Setup

• After login, Authorized Users can create new orders using the AR balance of the parent account.

Order Management by Authorized Users

Placing Orders

• Authorized Users can process orders directly under their name using the AR account balance.

Viewing Orders in Parent Account

• My Orders Section:

  • Orders placed by Authorized Users can be viewed in the parent AR account.

  • Use the eyeball button in the actions column to view details.

  • The name of the Authorized User who placed the order appears in the "Ordered by" column.

Invoicing

• The invoice will reflect the first and last name of the Authorized User who made the order, ensuring clarity in transactions.