For security purposes, customers creating their own accounts must be manually assigned to companies in your system. But it can be tedious to create every new customer account that needs to be associated with a particular company account, so what's a printer to do? There's an easier way: give them a special link that automatically associates its users to the desired company. This article shows you how.

What company-specific links to the site do

It's possible to provide a company-specific link to your website that your corporate clients can give to their employees. People using this link are taken directly to the Create Account page, with one significant change: the correct company name is already filled in for them!

To send a company-specific link to a user:

1. Choose "Accounts" from the Control Center's main menu
2. The system will automatically load the Customer List
3. Click the edit button to the right of the company's name
4. Choose the Create Account Page tab
5. Type the name of the person you wish to send the link to and their email address. If the company also has branches, you'll be given an option to allow them to choose their own branch or not, and even to create a new branch if they need.
6. Click the blue Send Invitation button in the lower right corner to have the system send an email to that user with the company-specific link, along with instructions for its use.

A final note

You may also have noticed the link at the bottom of that form. If you'd like to send the link to the customer through your personal email instead of using the Control Center, you can copy and paste that link into your email. It functions the same way as sending an invitation through the system.