How PrintReleaf supports inviting Sales Reps and their Clients
Complete our Template below to add both your sales team and clients as users on the PrintReleaf portal.
When adding Customers as users, you can associate their sales rep by including the rep’s email address (column H). This way, when customers are invited into the system, their 'Welcome Email' will indicate that their sales rep is the one inviting them to access their PrintReleaf Customer Portal.
Download: Template for Adding Users in Bulk
Example Guide:
account_id (required) - created by PrintReleaf upon account setup
email (required)
full_name (optional - recommended)
preferred_name (optional - defaults to full_name if blank)
locale (optional - defaults to 'en' for English if blank) other languages available
permission (optional - defaults to 'restricted' if blank) details on permissions
sales_rep_email (recommended)
Adding Multiple Users to One Account
^ To add three users to an account, you will need to include three separate rows with the same account_id, as demonstrated with the Bluth Company in the example.