How do I invite buyers to Ribbon?

Account and buyer information will have been imported to your Workdesk by your agency during onboarding. You can add new accounts (stores) and buyers to Ribbon and they will be connected to you as their primary sales representative. You can also update information on existing accounts as needed. 

Open your Workdesk, navigate to the Agency tab on the left-hand sidebar, and click Users. Then click Add Account. 

In the pop-up, click Add Manually.

This will open an Add Account window. Fill out the required fields. Click Save and Next. 

You’ll be prompted to add a payment option for the account, followed by the Buyer information. 

Once you've added an account or buyer, you can send the user a one-time invite link that includes a temporary password by searching for the customer in the user list and clicking Invite.

You will see a pop-up confirmation that the invite has been sent to the buyer and the Invite button next to their buyer name will change to Re-Invite, which you can use to re-invite your buyer any number of times.