1. Navigate to Customers > Manage Customers.
2. Select the customer you'd like to update by clicking anywhere in their details box, or click the menu icon (⋮) and select Edit Details.
3. In User Setup under the General tab, locate the Switch to Company toggle. Turn on the toggle and scroll down to save your changes.
Note: By default, customers are set up as individual accounts. This action can NOT be reversed once saved.
4. You've successfully switched the account to a company when the Representatives tab appears next to General Settings in User Setup.
5. Click the Representatives tab and select Add Representative.
6. Enter the representative's full name, phone number, title, and email. Use the Role dropdown to select the role that best represents this person's position in the company. The default roles are Accounting, Field, and Manager, or you can create a custom role.
7. Repeat steps 5 and 6 for any additional representatives. Save your changes when done. All added representatives will appear under the Representatives tab.
8. To configure email permissions for each role, navigate to Customers > Representative Roles in the left-hand menu and click the role you'd like to edit.
9. Each role controls which email notifications that representative receives for the company's orders. The default email assignments by role are:
None
No emails unless the representative is directly assigned to an order.
Accounting
Rental or Sale Order Completed (Invoice Attached)
Automatic Payment Successfully Charged
Automatic Payment Failed
Order Invoice
Order Invoice (with Online Payment Link)
Payment Authentication Required
Field
Order Request Pending – Agree to Legal Terms (Admin Console Order)
Signed Rental Contract
Rental Order Completed (No Invoice Attached)
Manager
Order Request Pending – Agree to Legal Terms (Admin Console Order)
Order Approved
New Order Quote
Signed Rental Contract
Upcoming Rental Start Reminder
Cycle Billing Order Started
Rental or Sale Order Completed (Invoice Attached)
Rental Order Completed (No Invoice Attached)
Payment Authentication Required
Note: Custom roles can be created with manually selected email preferences.
10. When creating an order for a company account, a Representative dropdown will appear in the order menu, allowing you to assign a representative or add a new one. Any new representative added here will also appear under the Representatives tab.