Access codes and invite links

Why

A code is the only way in, so nobody reaches a customer's records by guessing an address.

What

One active code per customer record, which links every person who redeems it to that customer.

How

Open the customer record's Access tab, create a code and send the invitation.

Invite a customer

1. 1
   Step 1.

   Open the customer at /app/customers/[id] and choose the Access tab.

2. 2
   Step 2.

   Set a Label, Expires and Maximum accounts if you want limits, then choose Create access code.

3. 3
   Step 3.

   Choose Send invitation and pick the contact under Send to, or copy the Invite link or the code itself and read it down the phone.

The invite link applies the code for them: they sign up with Google, Microsoft or email and never see a code field. Anyone else enters the code after signing in.

Change or end access

Old codes are kept under Previous codes. People signed in lists who joined, how and when they were last seen; a website account that joined is marked Storefront account.

Members at Sales and above manage codes. A wrong code always reads "That code is not valid.", and repeated failures are refused for a while.