To let an agent sign in and create its own orders, give it a user. Open Settings › Sales Channels › B2B agents, click the agent, and in the Agent User section click Create User. Enter the agent's login email, leave the password blank, and click Create Account. Copy the password EasyBiz shows and send it to the agent.

Understanding Agent Users

An agent user gives your agent their own login. Without one, agents cannot sign in or create orders on their own, so your team has to create orders on their behalf.

What is the EasyBiz Workflow app? The EasyBiz Workflow app is the mobile app your team uses on the go. Agents can create sales orders from their phones, while drivers use it to manage pickups and deliveries, ensuring a smooth and documented handover process.

What does this mean for your agents? With their own login, agents sign in with their email and password to the apps you give them access to. They can then see their own sales orders and create new orders directly.

Open the Agent

Start from your agents list.

  1. Click Settings (the gear icon at the top right).
  2. In the Sales Channels section, click B2B agents.
  3. Click the agent you want to set up. You can also click the ••• at the end of its row and select Edit.

Create the Agent's User

You must create a user for each agent individually to grant them access.

  1. Create User: Scroll down to the Agent User section and click the Create User button.

  2. A Create User window will appear. Fill in the Details:

  • Login email field: Enter the agent's email.

  • Login password field: We recommend leaving this field blank to generate a secure random password automatically. This acts as a temporary password that the agent can change in their account settings after they sign in.

  1. Create Account: Click on the Create Account button.

  2. Save the Temporary Password: Because the password was left blank, the system will now generate one for you. It appears in the window as "Account password: …", and this is the only time it will be visible.

IMPORTANT: Finalizing the Setup

Once the password appears (for the blank password method), follow these final steps immediately:

  • Copy the Password: Copy the displayed password immediately and save it somewhere safe. It will not be shown again once the window is closed.

  • Share with Agent: Send this temporary password to your agent. This lets them sign in to the apps you give them in the Agent System Access section. To learn more, check out the next guide: Create Agent Apps →

  • Close: Click on the Close button. The Agent User section now shows the email address the agent signs in with.