How do I invite buyers?

Your account and buyer information will be imported into your Workdesk by your agency during onboarding. You can easily add new accounts (stores) and buyers to Ribbon, linking them to you as their primary sales representative. You also have the ability to update information for existing accounts as needed.

 

Steps to Invite Buyers:

1. Open Workdesk

Navigate to the Agency tab in the left-hand sidebar and click on Users.

2. Add an Account

Click on the Add Account button.

3. Add Manually

In the pop-up, select Add Manually to open the “Add Account” window.

4. Fill Out Account Details

Complete the required fields in the form. Once finished, click Save and Next.

5. Add Payment and Buyer Information

After saving the account details, you’ll be prompted to add a payment option and then fill in the buyer’s information.

6. Send Invite

Once the account or buyer is added, search for the buyer in the user list and click Invite. This will send the user an invite link for them to set a password.

7. Re-Invite Buyers
A confirmation will appear when the invite is sent. The Invite button next to the buyer’s name will change to Re-Invite, allowing you to resend the invitation any time if necessary.