Knowledgebase
Overview #
Authorized eCat Sales Portal users can 'quick-enroll' eCat Online users associated with their own customers, bypassing the standard enrollment approval process. The new users are immediately emailed their user names and passwords.
How It Works #
1) Click 'Enroll Customer' on the sales portal customer dashboard page for the new user's company. #
2) Enter the new user's email address when prompted and click 'Enroll User #
If the new user's email address is associated with an existing eCat account this is the last step. They will be immediately enrolled with your company and sent a welcome email.
If the user does not have an existing eCat account a short form will display for you to enter the new user's contact
3) Fill in and submit user information form #
The new user account will be immediately created after the form is submitted and credentials will be emailed to the new user in a welcome email.
eCat
eCat Online
eCat Sales Portal
eCat Admin Console