Adding a Customer User to Your Wholesaler Account
To add either an internal user or a customer to your Member account follow the below instructions:
Step 1 - Access your member dashboard
By clicking on the member tab at the top of your screen this allows you to access the member dashboard (1).
Step 2 - Access user area
By clicking the user tab (1) this will access the user interface showing any current users set up for your Member account.
If you click the 'Add new user' button (2) this will take you to the screen allowing you to add a new user to your account.
Step 3 - Add New User
Select the 'Add new user' tab on the right-hand side of the screen.
Step 4 - Enter user details
This is the screen where you fill in the details for your new user, the following details need to be filled in to create a user:
1 - First Name
2 - Surname
3 - Email address
4 - User role (Customer is for a customer account, Internal is for an account for someone within your organisation)
Once these boxes have been filled out click the 'Subscriptions' tab
NOTE - The customer reference box needs to be filled in with an account number or customer number when adding a customer user so you can make use of uploading purchase history for your customers.
Step 5 - User subscriptions
On this screen, you can alter the different services which your new user has access to. You can only select these options if you are subscribed to them yourself.
The three options are shown below, to select them simply click the tick boxes which are highlighted.
Finally, click the create user account button (1)
Your new user will receive an email with the username and password to log into the Erudus system.
*PLEASE NOTE* The email can often get caught in spam filters so be sure to ask them to check junk and spam mail folders if your new user doesn't receive this email.