Inviting customers

The first step to getting orders through Handshake Direct Online is to give your customers access through email invites.

Please note that you can only send invites to customers that already exist within your Handshake account. To add customers to your Handshake account you can import them in batches, add them on a one-by-one basis from the customers tab in Handshake Hub by clicking the 'New Customer' button, or use one of our various integration capabilities to have them automatically pull in from your ERP, CRM, or other back-end system you may be using in conjunction with Handshake.

First you'll want to navigate to the page of the customer you'd like to invite.

Scroll down and click on the 'Send Invite' button next to where it says add buyers...
 

Then type in the email address of the person who you want to grant log-in access to and click 'Send'. If your buyer wants to have multiple users with log-in access, you can comma separate all their email addresses in this field and invite them all at once, or you can come back to this page at a later date and add more users as necessary.
 

From this page, you can also resend or cancel pending invites, in addition revoking access to existing buyers.
 

The recipient will receive an email invite with a link to create their buyer account.

The email your buyer receives can be customized via the template section within your account.