This help document is for In-house users and Rep users who have permission to add users. 

In-house users with permission to add users can also add Rep users and other In-house users. 

Note: Adding a B2B customer as a portal user will create two usernames: One for your B2B customer's management team and one for their staff. The staff login does not contain sensitive information, such as cost information or balance. The two B2B usernames count as one on your CrikSales subscription. 

Step 1: Go to the Tools tab and click 'Add Portal User'

Step 2: In the 'Select User Type' dropdown, select 'Customer' 

Step 3: Select the Customer

Select the customer you wish to add as a portal user from the 'Select Customer' drop-down. Please note: If you'd like to invite customers to become B2B users in bulk, please get in touch with us at support@crik-it.com.  

The 'Select Customer' drop-down is populated with the customers that are in your CrikSales portal (click here for a help document on this). If you're a sales rep, these are the customers assigned to you. 

Once you've selected the customer you wish to add as a portal user, click on 'Next'.

Step 4: Finish Creating the B2B Customer User

Fill out your customer's contact information. You'll see your customer's username in the 'Username' field. 

Note: The 'create your password' email will be sent to the email address you enter in the 'Email' field. 

Once you've added your customer's information, click 'Create User'. 

Your B2B Customer Will Receive an Email

Your customer will receive two emails once you've added them as a CrikSales user: A welcome email and an email to create their portal password. 

Please note: The link to create the portal password will expire within 24 hours if unused. 

When creating their portal password, your B2B customer will create one password for their management login and one password for their staff. 

Below is an example of the 'create your password' email your customer will receive once you've added them as a CrikSales user.