Guide - 🛠️ Creating Inbound/Shop Users

🛠️ Create Customer Login

To enable Customers to log in to Inbound/Shop, you need to create a user for every Customer:
1️⃣📍 Go to Customers > Users
2️⃣ Click + Add User
3️⃣ Select a person or add a new person and fill in details
4️⃣ Enter the username as their Email Address and Password
📓 (Note: New passwords must contain at least one lower-case, one upper-case, one numeric and be a minimum of 6 characters with a recommendation of 8+)
Example Password: Shop1234!

5️⃣ Select the Inbound or Shop Wholesale role and hit save:

⚠️ Cybake Online users cannot access Inbound or Shop, as they are not assigned to a Customer
If you want to check how the Shop looks, assign an email to a Customer

📓 (Note: If a Customer is experiencing trouble logging into Shop,
please see Why can’t my customer login to Inbound/Shop?)

📓 (Note: Please see "How to Transition Customers to Shop Smoothly")

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🔑 User Already Exists

If the email address is already registered as a Shop user for another Cybake bakery, their existing password will be applied automatically to use in your Shop:


Contact the user and inform that their current login details will work with your Shop web address

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🔒 Password Reset

• Shop users can reset their password using the Forgotten Password? link on the Shop login screen:
  
  
  

• Shop users can also reset their password within Shop
  Click the Profile Name > Account Details and Reset Password:
  
  
  
  

• Cybake users can also reset passwords for Customers
  📍 Go to Admin > Users > and click Reset:
  
  

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