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Inviting a buying account to connect to circle360

To create an invite to connect

  1. On the admin menu, click Buying Accounts. The Buying Accounts form appears.
  2. Locate the buying account you want to connect to in the list. Click either the Code or Name field to open the Modify Buying Account form.
  3. At the top of the Modify Buying Account form, click the connect to link. The link shows the name of the buying account. This Connection Invite form appears. 
  4. You can view and modify the contact details. Click the Preview Invite tab to show a preview of the invite.
  5. Click Send Invite.

 

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