Inviting New Users To VisualDLP
What you’ll need
Unique email address for each user you want to invite.
Steps
- Log into VisualDLP as an Admin user then from the Dashboard, click on the Order Management Module.
- Click on People/Invitations
- Select the Business Unit and Module you want to invite the user to. Then select the role.
- Click Invite
- Next fill out the first and last name of the user and enter their email address.
- Finally, click Invite
What you’ll end up with
Invited users will receive an email asking them to register an
account with a unique username and password and to enter an email they want
to use. If the username or email has already been taken, they will be
alerted. Once they create the username and password, they will receive a
second email to confirm their account.
Related Articles
2022 VisualDLP Updates
Below is a running list of the enhancements and bug fixes for VisualDLP released in 2022 September · Added ability to batch shipment orders when creating a shipping label · Enhanced price list page Bug Fixes · Extended Account Name column for Doctor ...
2023 VisualDLP Updates
Below is a running list of the enhancements and bug fixes for VisualDLP released in 2023 July A new option for zipping invoices has been added to the account page. From the transaction tab, select the invoices you want to download and zip, then ...
Adding Products in VisualDLP
What You’ll Need Unique product name, and optionally, a description that you want to use internally and on invoices. You may also categorize products by department, and type. Steps Required Steps have an asterisk next to them. Log into VisualDLP as ...
2021 VisualDLP Updates
Below is a running list of the enhancements and bug fixes for VisualDLP released in 2021 October 2021 User Definable Order tags are now available. These can be setup with color-codes to make it easy to recognize tagged cases in the order list. May ...
Setting Up New Employees In VisualDLP
What You’ll Need Employee First and Last name and the list of Activities they are authorized to complete in Workflows. Steps Required Steps have an asterisk next to them. Log into VisualDLP as an Admin user then from the Dashboard, click on the Order ...