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comrce Hubcomrce HubAdmin Guide

Bring a new customer company into comrce Hub

A new customer signed with comrce and needs their company in comrce Hub. To onboard a customer, you invite the future owner by email. They create their account and enter the company details. comrce Hub then creates the company, with them as active owner. The invitation is valid for seven days, and you can resend it.

Before you start

Section titled “Before you start”
You needWhere it lives
The Admin or Super Admin roleYour team member page under Hub Team. Other staff roles see neither the invite button nor the invitations list.
The email address the owner will sign in withFrom the customer. It must not belong to a comrce Hub account, and must not have another unaccepted invitation.
Nothing to payInvitations cost nothing.

Steps

Section titled “Steps”

  1. Tell the customer the email is coming. Agree on the address the owner will sign in with. Ask them not to register on their own meanwhile. An account created with that address makes the invitation fail.

  2. Invite the company. Go to Companies and select Invite Company. Enter the address in Email and select Invite. comrce Hub sends the email at once. Every rule of the dialog is on Inviting a new company.

    The "Invite Company" dialog over the Companies screen. Under the title it says "Send an invite to a company owner." The required "Email" field contains katharina.vogel@example.com. At the bottom are "Cancel" and the highlighted "Invite" button, which is enabled now that the address is valid. Selecting "Invite" sends an invitation email that is valid for seven days; the company itself is only created when the owner accepts it.The "Invite Company" dialog over the Companies screen. Under the title it says "Send an invite to a company owner." The required "Email" field contains katharina.vogel@example.com. At the bottom are "Cancel" and the highlighted "Invite" button, which is enabled now that the address is valid. Selecting "Invite" sends an invitation email that is valid for seven days; the company itself is only created when the owner accepts it.
    Invite Company asks only for the future owner's email address.
    What this screenshot shows
    Screen
    Companies
    Highlighted
    “Invite”: sends the invitation, valid for seven days
    Also visible
    Email field with katharina.vogel@example.com; Cancel button
    Purpose
    inviting the owner of a new customer company

  3. Check the invitation after a few days. Open Pending invites at the top right of the Companies list. An invitation still open after five days usually sits in a spam folder. Select Resend Invite before it expires. That restarts the seven days, and the earlier link keeps working. Invites explains the list.

    The Invites screen, opened from "Pending invites" on the Companies list; its tab is titled Pending invites. Under the heading "Invites" is the search field "Search by email" and a table with the columns Email, Creation date, Expiration date and Actions. Five invitations are listed, newest first, from katharina.vogel@example.com to emma.zimmermann@example.com. Every row has "Resend Invite". The two expired rows show their expiration date in red and an extra "Delete" button; the first of them, for niklas.braun@example.com, is highlighted.The Invites screen, opened from "Pending invites" on the Companies list; its tab is titled Pending invites. Under the heading "Invites" is the search field "Search by email" and a table with the columns Email, Creation date, Expiration date and Actions. Five invitations are listed, newest first, from katharina.vogel@example.com to emma.zimmermann@example.com. Every row has "Resend Invite". The two expired rows show their expiration date in red and an extra "Delete" button; the first of them, for niklas.braun@example.com, is highlighted.
    Open invitations stay listed until they are accepted. Only expired ones can be deleted.
    What this screenshot shows
    Screen
    Invites
    Highlighted
    “Delete”: deletes an expired invitation after a confirmation
    Also visible
    Five invitations, newest first; Two expired rows with a red date; Resend Invite in every row
    Purpose
    following up on invitations that are not accepted yet

  4. The owner accepts. The owner opens the link and sets their name and password. Then they enter the company name, VAT ID, phone number and address. The invitation leaves the Invites list.

  5. Check the new company. Search the Companies list for the company and open it. The status dot shows Active, and the owner is named on the card. If the owner mistyped something, correct it with Edit. A company’s details covers the whole tab.

    The details tab of the company "Nordwind Handels GmbH" in the admin console. The header shows the company initials, the name, the country code DE and the green owner status Active, with "View Logs" at the right. The info area lists VAT ID DE287416530, Phone 030 23125042, City Hamburg, Street Am Sandtorkai 41, Postal code 20457 and the Owner Lena Hoffmann with lena.hoffmann@example.com. At the bottom right of the card are "Transfer Ownership" and the highlighted "Edit" button, which switches the card into an editable form. The Members card starts below.The details tab of the company "Nordwind Handels GmbH" in the admin console. The header shows the company initials, the name, the country code DE and the green owner status Active, with "View Logs" at the right. The info area lists VAT ID DE287416530, Phone 030 23125042, City Hamburg, Street Am Sandtorkai 41, Postal code 20457 and the Owner Lena Hoffmann with lena.hoffmann@example.com. At the bottom right of the card are "Transfer Ownership" and the highlighted "Edit" button, which switches the card into an editable form. The Members card starts below.
    The company card shows the registration data and, for the Admin and Super Admin roles, Transfer Ownership and Edit.
    What this screenshot shows
    Screen
    Nordwind Handels GmbH
    Highlighted
    “Edit”: opens the form to correct the company data
    Also visible
    Status dot Active next to the name; VAT ID, phone, address and owner; View Logs button
    Purpose
    checking that the new company is active

What happens next

Section titled “What happens next”

The company is on the Companies list, with the invited person as active Owner. From here the owner works on their own. They invite their colleagues from the user list in the customer area. The customer help site explains that step for them.

Each step is in the logs, with the address and the expiry date. You’ll find Created invitation, Resent invitation and, once the owner is in, Invitation accepted. So you can tell a customer exactly when an invitation went out.

Options

Section titled “Options”
ChoiceWhen to pick itEffect
Resend Invite (recommended)The address is right, and the email got lost or the invitation expiredThe same invitation goes out again, valid for seven days from now
Delete, then invite againThe invitation has expired, and the customer wants another owner addressThe invitation is gone for good, and the address is free again
Invite the right address directlyAn open invitation went to a wrong addressThe wrong one stays listed until it expires. Delete it then

Tips

Section titled “Tips”
  • Search the invitations by email. The search on the Invites page matches the email address only, so type part of it. A company name finds nothing there.
  • Look in the invitations when a company is missing. An invited company does not exist until the owner accepts. Under an empty search on the Companies list, Search in invites instead runs the same search on the Invites page.
  • Use a personal address, not a shared mailbox. The owner signs in with this address, and the invitation email names you as the sender.

If something goes wrong

Section titled “If something goes wrong”
SymptomWhat to checkFix
An active invitation for this user already existsThe Invites page for an open or expired invitation. Users for an existing accountResend or delete the expired invitation. An address with an account needs another address for the new company.
The customer did not get the emailThe spam folder, then the spelling of the address on the Invites pageResend Invite
The link says the invitation expiredA red expiration date on the Invites pageResend Invite on the expired row
Accepting fails although the link is validUsers: was an account created with the address meanwhile?Invite another address for the owner
The company appears with a wrong nameThe owner typed it while acceptingEdit on the company’s tab
Section titled “Related”