Minimum Version Required: 22.01
Pre-Conditions
Customer User with email needs to be added to Customer record
Required Permission - CustomerEdit
Steps
Invite to dsdlink
Distributors can invite Customers Users to dsdlink through the Customers Users table in Encompass. By doing this, the user will automatically have an account created through dsdlink and will be linked with their business and the distributorship.
1. Navigate to the dsdlink Customer record in Encompass using the Universal Search Bar
2. Arrow into the Customer record located within the "Customer Information" section
3. When looking at Customer Record data, Subtable Customers Users
4. Locate the user with a valid email address and click "Invite to dsdlink" under the Invite User column
An email will be sent directly to the user's email. If they have not created an account yet personally then the user will need to "Set Password", but if they do have an account and password already created they can Login to dsdlink as normal
5. After accessing dsdlink the User will now see they are connected with their business and the distributorship automatically
Mass/Bulk Invite Users to dsdlink
If there is a chain account where a Customers User needs to be linked with multiple businesses, then there is an option to Mass Invite
1. Using the Universal Search Bar, navigate to the Customers Users table
2. By clicking the "Users" Column, filter to the specific dsdlink User and click "GO"
3. Once the table is filtered to the user and displays all the Customers and locations, select the "Invite Users to dsdlink" header.
4. Confirm all boxes are checked for necessary customers and click "Invite to Ordering"
Note:
Once all invites have been sent, if the user already has an account in dsdlink they will need to log into dsdlink as normal without having to reset their password
Best Practices
The upper bound for inviting users in bulk is about 200 records. If you need to invite more than 200 users, it is best to do the invites in batches.