Add helpers and set owner codes
Each person gets their own login. Owner codes (initials) print on tags and match What-Sold sales to the right person. Give each person their own initials as their code, for example a spouse who helps gets a different code from yours.
- Open Users and press Add User.
- Enter the name, an owner code made from the initials of the person you are adding (not yours, and different from everyone else on your account; upper or lower case does not matter), email and role.
- Leave Send secure password setup email now ticked. The link expires after 24 hours and can be resent from the list.
- Press Add User & Invite. They set their own password from the email.