How to Set Up a Customer for System Access

Ready to give your customer access to Armada so they can post their own orders? Follow these steps to get them set up:

Step-by-Step Setup:

1. Add the Customer

   – Go to the Customers tab and click Add New

2. Set Communication Preferences

   – Choose how they’ll receive updates (email, notifications, etc.)

3. Grant System Access

   – Enable login access so they can use the platform

4. Assign Role Types, Bill Rates, and Pay Rates

   – Add the roles they can request and set their associated billing and staff pay rates

5. Create a Project

   – Make sure there’s at least one project available for them to select when placing orders

6. Send a Password Reset Email

   – This allows them to set up their login credentials

7. Customer Logs In and Accepts Terms

   – They’ll need to agree to system terms on first login

Once complete, your customer is ready to start posting orders directly in Armada.