Inviting New Buyers

  • Updated

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Staff members of your organisation can register as a Buyer in one of two ways, either through direct invitation or a self-registration link. Both methods are addressed below.

Direct Invitations

The Super Admin, Local Group Admins and Local Group Managers can invite Buyers to register by sending them a direct invitation. Using invitation-only registrations allows these people in your organisation to have full control over who can register.

When a Buyer is invited to register, the Admin/Manager who sends the invite will be set as the Buyer's Manager. You can find steps on how to update a Buyer's Manager here: Updating a Buyer's set Manager.

Please see the steps below on how to invite new Buyers:

  1. Super Admin or Local Group Admin: Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).

    Local Group Managers: Select Manage Buyers under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).

  2. Here, click the three vertical dots to the right of the relevant local group and select Invite New Buyers within the pop-up box.



  3. You will then be asked to enter the Buyer's name and email address. You can send invitations to up to 50 Buyers at once. You can increase the number of available name and email fields by selecting from the options at the top of your page.

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  4. Once the names and emails have been entered, click the Validate list button to confirm the emails are valid.

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  5. If the emails are valid, an ALL OK - SEND INVITATIONS? button will appear. Click this to send the invites.

Once invited, Buyers will receive an invitation email with a link to set up their account.

Self Registration

The advantage of using the self-registration option is that staff can self-register as necessary, rather than being required to contact someone in your organisation to request an invitation.

The self-registration process can be configured to use monitoring and approval functionality to ensure only relevant staff are granted access as Buyers. For more information on this here: Buyer Approvals (Registration & Email Change).

See below for steps on how to find the self-registration link for your local groups:

  1. To find the self-registration URL link, select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).

  2. On the left select Get buyer links.

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  3. Next, select the local groups you need registration links for and the link format on the left side. Click the Get links button to produce the Buyer self-registration links, which will appear on the right. You can email these to your staff, or place them on a website to be accessed as needed.

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Each local group is assigned a separate registration link. This is because Buyers can only register under one local group.