Overview:
This article explains how to invite customers to access your storefront in Xvantage.
Note: Storefront Management is currently available only to users with Admin permissions.
Table of Contents:
Invite Existing Customers to Your Storefront
Invite a New Storefront User
Process:
Subtopic 1: Invite Existing Customers to Your Storefront
Log in to Xvantage.
From the left navigation menu, select Storefront Management.
In the Customers section, click Invite Customers.
Review the list of available customers.
Click Invite to storefront.
Select the customers you want to invite, or choose Select All to invite every customer in the list.
(Optional) Configure the Auto-Approval Threshold:
Orders at or below the specified threshold are approved automatically.
Orders above the threshold require manual approval.
(Optional) Enter a personal message to include in the invitation email.
Click Send Email Invitation.
Subtopic 2: Invite a New Storefront User
From the left navigation menu, select My business > End customers.
Select the company by clicking the Company Name link.
Open the Storefront users tab.
Click Invite storefront user.
Complete the required fields:
First Name
Last Name
Email adress
Phone number
Permissions - select between:
Admin – Grants full access to the customer control panel and user management capabilities.
Contributor – Allows the user to view subscriptions, make subscription changes, generate reports, and view other users associated with the customer account.
Support – Provides view-only access to the storefront and related information.
Click Send invite.
Note: After accepting the invitation and signing in, the user is prompted to review and accept the terms and conditions. Once completed, the user gains access to the storefront dashboard, including business information, subscriptions, users, and reporting features available through the left navigation menu.