You can enable the access request from the login page of your B2B Store. This can be used for a customer or prospect to request access to your B2B Store.
Login page
Once enabled, the Request access button will show on the login page:
If a customer clicks on the "Request access" button, they will be prompted for their email address and company name.
Enabling the request access form
To enable this access request, go to the B2B Store setting menu > 'Access request form' tab. You can also enter a custom message that will be displayed on top of the request form:
Email notification
You can set up an email alert to receive a notification when a customer requests access. This is done from the menu Settings > Alerts and use the Trigger: "A new request has been submitted to access the B2B Store".
Accepting the request
To accept or reject the request, go to the B2B Store > Customers menu and click on 'Show pending access requests':
It will filter on all access requests. From there, click on 'Grant or Deny Access'.
If you accept, the customer will receive the email invitation.
The language of the B2B Store for the customer will depend on the "PDF Languages" field in their profile. Read this article to learn more : Configure the client's language in the B2B Store.
Forgotten password
When getting their access to the B2B Store, your clients will be provided with a temporary password until they change it to their definitive password. However, if your client forgets their temporary password, contacting us through our ticket system will allow us to retrieve it. If the client has forgotten his definitive password, he will need to reset it by clicking on "forgotten password ?".