Managing Buyers for self-ordering
You can invite your customers to the Pepperi App (Web and Mobile) for B2B self-service ordering from the Contacts List.
Non-admin users will be able to connect Contacts as Buyers for Accounts assigned to them. Admins can connect all Accounts' Contacts as Buyers.
Sign in to the Web App https://app.pepperi.com
You need to have a Contacts list created and assigned to the homescreen. For details see: Configure Contact Lists.
(You must have contacts defined for Accounts in order to connect them as buyers. You can add them manually per each Account or see this article for more detailed information: How to Upload Contacts for Accounts in Bulk).
Select the contacts you wish to connect. Click Connect as Buyer and you can then customize the welcome message and subject that is sent to invite the buyers to Pepperi for self-ordering.
You can customize the message body using an HTML template to include any branding and text. For detailed instructions see: Customize Email Template
If you are using the customized HTML template, add the user name and password as tags (as explained in the instructions) in the body of the message.
If you are using the default Pepperi email template, the username and password will be appended at the end of the email message.
To modify the subject, change it manually in the form before clicking Done.
After clicking Done, a list of the Contacts you connected will be displayed with their automatically generated passwords (which were sent to them in the email). This is a one time only display on the screen of the passwords for your reference. Their passwords are not stored in the WebApp.
To disconnect buyers (which removes their access for self-ordering) select Disconnect Buyer from the menu and confirm. Buyers may be reactivated at a later time.