Adding a buyer

This procedure shows how to add a buyer to ReadSoft Online.

You can only add and edit buyers in the Buyers view. If no buyer organizations are created, the customer is considered the buyer. If you add buyer organizations to a customer, you must assign buyers to each customer user. This determines which buyer organization a user has access to when performing customer tasks.

Note If you delete a buyer organization, attached email addresses (for email input) are also deleted.

To add a new buyer:

  1. Navigate to the Buyers view.
  2. Click ADD.
  3. Use the dialog that appears to specify the buyer settings.