How to View and Invite End Customers to Your Xvantage for End Customers Storefront

Overview:

This article explains how to invite end customers to your Xvantage for End Customers (X4EC) store.

Process:

1. Log in to Xvantage.

2. Hover over left navigation menu and click Storefront Management.

3. In the Storefront management page, press the blue Invite customers button at the bottom of the Customers section. This will launch the End customers window, where you can view a list of all your existing customers, as well as browse through them via the search bar at the top.

4. You can add a new end customer by clicking the blue Add end customer button at the top right of the page.

5. To invite an existing customer, simply press the +Invite button in the Storefront actions column of the end customers list.

6. This will open the Invite to storefront pop-up window where you can fill in all the required information (such as company name, account owner and auto-approval threshold) and click Send email invitation to send the invite.

7. The invited end customer will receive on the provided email address automatic email containing Account username, temporary password and a link to the site.

8. If the customer accepts your invite, you will then be able to manage their account by pressing the Manage button against their name in the Storefront actions column of the end customers list.