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Creating Users in Better B2B

Creating Users in Better B2B

To create a user in Better B2B go to the Users below the Payment Mapping. The application will provide 3 options in the [Users] section on the left panel.

  • View
  • Add
  • Mapping
Option to Add User
Option to Add User

To add a user, you need to follow these steps and enter the relevant details. All the self-explanatory fields are mandatory. The fields are as follows.

  1. User Email Address
  2. First Name
  3. Last Name
  4. Phone Number
  5. User Status: Select the status as Active.
  6. User Role: You need to select the user role and save the records. You will have two options Administrator or Sales Staff.
Adding User Fields
Adding User Fields