ECI | EvolutionX

Adding customer accounts to your admin panel 👩👨

Add Customers / Create Accounts

How to switch customers from credit card type account to credit account.

Customer applying for credit account

Learn how to export all users into a csv file

Export All Users

Follow the steps below to issue a welcome email from the EvoX Admin Screen

Issue a Welcome Email

If a customer is unable to log in to the storefront, reset their password in Evolution X and verify that they can sign in with the temporary password.

Troubleshooting: Customer Login Issues

Andy Flint

Liam Cadle

Niall Diamond

Customers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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