Invite a business customer to the portal

For pharmacy staff

This page is for pharmacy staff using the Medivy Dashboard, not for portal users.

B2B portal access is given to a contact (a person) and linked to one or more accounts (companies) that person may manage. The invitation goes out by email or WhatsApp.

Before you start

• The customer’s company exists under Accounts, and the person exists under Contacts.
• For the customer to place requests, set up an active proposal for the account. A proposal only shows in the portal once it’s out of draft and has a fulfilling outlet.

Send the invitation

1. Open Contacts and open the contact you want to invite.
2. On the Overview tab, find the B2B Portal section in the right-hand column.
3. Click Invite. The Invite to B2B Portal panel opens.
4. Choose the Email or WhatsApp tab and enter the email or WhatsApp Number.
5. Choose a Role:
   • Maker: can create and submit requests.
   • Checker: can also approve or reject requests.
   • Viewer: read-only.
6. Under Can manage account(s), check the selected accounts. They’re pre-selected from the contact’s relationships; add or remove as needed. At least one is required.
7. Click Send Invite.

The contact gets an activation link. Once they activate it, their status changes from Invited to Active.

Tip

If that email or number already has a Medivy login, access is Active straight away and the contact can sign in without activating.

Manage invitations

The B2B Portal table shows one row per manageable account, with the user and status.

• Resend: sends a still-Invited invitation again.
• Cancel: cancels a pending invitation.
• Manage in Access & Security: for Active access. Deactivate it from the B2B users page under Access & Security.

Caution

One login can manage several accounts. Pick only the accounts this contact is responsible for: they’ll see the proposals, requests and invoices of every one of them.

Your own portal domain

If your organization has an active custom domain for the B2B portal (Settings → Custom Domains), invitation links and customer messages use that domain. Without one, links use the standard Medivy portal address.