Customers and employees
Invite a customer as the owner
Make customer owner invites the intended customer to accept ownership of the record. The action appears only when you are authorised.
Watch the video
Invite the customer
Transcript
- Select the correct customer record and check that you may use the invitation action.
- As an installer, choose Make customer owner when available. Check the email address and ownership explanation.
- Review and send the invitation. The recipient opens the link, signs in with the intended verified account and explicitly accepts.
- Check its status. Use Resend or Revoke when offered. Revoking an unaccepted invitation prevents it from granting new access.
Step by step
Select the correct customer record and check that you may use the invitation action.
As an installer, choose Make customer owner when available. Check the email address and ownership explanation.
Review and send the invitation. The recipient opens the link, signs in with the intended verified account and explicitly accepts.
Check its status. Use Resend or Revoke when offered. Revoking an unaccepted invitation prevents it from granting new access.
Good to know
- Sending is not acceptance. Expired, revoked or replaced links cannot be used.
- After acceptance, check your organisation’s current access. Work access and ownership are different permissions.