Getting Started on Convictional
Signing Up As A Buyer
Signing Up As A Seller
Single Sign-On (SSO)
Step by Step for Buyer Onboarding
Step by Step for Seller Onboarding
Successful Support Interactions
Adding Barcode Values in WooCommerce
How can I confirm that Convictional can pull my Products from my WooCommerce Store?
Updating your WooCommerce URL
CSV managed account
Connecting through SFTP
Downloadable Image Links
Fixing SKUs in Scientific Notation
How to Resolve " Your SFTP user requires delete permission on your SFTP server."
How to Resolve "Unable to access your SFTP server"
How to Resolve "Your SFTP user requires read permission on your SFTP server"
How to Resolve "Your SFTP user requires write permission on your SFTP server."
Building API Integrations
Getting Started with Webhooks
Getting Started with the Buyer API
How to Create an Order for the Buyer API
Connecting through Seller EDI - Invoice (810) Specification
Connecting through Seller EDI for Dropship
Connecting through Seller EDI for Dropship - Advance Ship Notice (856) Specification
Connecting through Seller EDI for Dropship - Inventory Update (846) Specification
Connecting through Seller EDI for Dropship - Purchase Order (850) Specification
Connecting through Seller EDI for Dropship - Purchase Order Acknowledgements (855) Specification
Downloading EDI Files
How to Create a Test Order as an EDI Seller
How to Resend an Advance Ship Notice
How to Resolve "Already Processed Files"
Migrating Ecommerce Platforms
Supported Connection Methods
How to Change Your Commerce Type
Integrating your CRM
Inviting Team Members
Setting Billing Address
Switching Between Accounts
Viewing Subscription Info
Actions & Action Templates
How to Determine the Remaining onboarding steps for a Partner
Buyer Product Validation Guide
Exclusive Collaborations - Syncing Unpublished Products
How Inventory Sync Works
How to Solve Shopify "Item Not Recognized" Error
Marking Products as Active or Inactive
Check Order Status
Fixing an Order Sync Timeout Error
Fulfilling orders from your ecommerce platform
Packing Slips - Buyers
Packing Slips - Sellers
Sending Test Orders
Configuring Per-Order Fees
How Invoicing Works
How Taxes Work
How to Delay an Invoice
Partnership Billing Settings
Understanding Per-Order Fees
Updated by Jeremy Tupper
This guide explains how to invite new team members from within your own company.
There are often multiple teammates that require access to a company's online ecommerce stores and connections. You can invite your teammates to create their own unique accounts that are linked to the same company as yours.
How User Invitations Work
Each company who joins the Convictional network receives a unique company ID.
Any user invitation that you send from your own Convictional account invites the new user to connect to the same company account that you are connected to.
If your account is linked to ABC Company, then future users you invite will be linked to ABC Company as well.
Inviting New Users
There are two places you can invite users. During onboarding, you can invite team members directly from the Get Started page. You can also invite users from the Team Members tab located in the Settings.
Scroll down in the settings and fill out the form under Invite New Users and click "Invite User" as shown below:
You can invite multiple users from your same company. Repeat these steps until you have sent invitations to all of your teammates who require them. When you send an invitation, a user is created and added to your company. A login link is generated and sent to your teammate.
Managing Multiple Websites
If your company operates multiple unique websites (such as two separate USA & Canadian websites) then you may need to send invitations pertaining to each unique website.
Any invitation sent from an account connected to ABC Company (US) will invite users to connect to the US-based company account.
Any invitation sent from an account connected to ABC Company (Canada) will invite users to connect to the Canada-based company account.
Once you have invited all of your teammates to Convictional, scroll down to confirm which emails have received invitations. If you or your teammates experience any issues during sign up, contact support.