Connect Accounts in Appetize

Description: A Connect account allows a user to access Connect Online to view reports, configure settings, access orders, etc.

Note: A Connect Role must be created prior to creating a Connect account. 

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Configure Connect Accounts

1. Log in to Connect and select Accounts from the left-side menu.
2. Click Add Account in the upper right corner.
3. From the type dropdown, click Connect.
   
   
   
4. Fill in the fields below.
   
   • Name: User's Name.
   • Email: User Email
   • Login ID: Username to access Connect
     • Login ID is a globally unique field that cannot be reused if an account is deleted.
   • Password: Password to access Connect
   • Force Password Reset: If set to yes, it requires the user to reset the password as configured in Security Settings.
     • This setting allows users to configure their own password.
   • Connect Role: Choose the appropriate Connect Role to allow access.
   • Is Active: Set to No if the user can no longer access Connect but the account can't be deleted. 
   • Is Temporary (Optional): This allows a user temporary access to Connect that will expire based on the time frame chosen.
5. Click the Save button in the lower right corner when complete.
   
   

History

The History tab shows changes made to properties within the Connect Accounts module.