Getting-started Path: step 11 of 15
Let your client see their stock
- Getting-started
- Clients
- Who can do this: Admin, Account Manager
- Checked on 28 October 2026
Give your client's people their own sign-in, so they can see their stock, deliveries and products for themselves.
In short
By the end of this step, your client's people sign in to see their own stock, deliveries and products. They see nothing of your other clients. They change nothing in your warehouse.
Checklist
- Check the client's lead has accepted their invitation, under People on its Client 360. If it went astray, cancel it with Change or remove someone and invite them again.
- Invite anyone else who needs to see the stock with Invite the client's people. A Client Viewer only looks, and a Client User can also enter orders.
- Leave the rest to the client's Client Account Administrator, who can invite and remove their own colleagues.
- Send the client's people the help written for them, such as Sign in for the first time and See your stock. It speaks as you, their 3PL.
What happens next
You're done when the client's lead shows under Members in People on its Client 360. When they sign in, they see the stock you received under Inventory, such as 48 candles and 12 throws.
Next, get your floor ready for the client's first order.
Still stuck? Email [email protected]