Before you start (important)
You cannot invite a new user to a freemium retailer account if that retailer is connected to multiple suppliers.
Steps
Open the retailer you want to collaborate with (the existing retailer account).
Click Invite / Add member.
Enter the new user’s email address and send the invite.The invited person receives an invitation email and gets access after accepting.
If you can’t invite the user
This is most commonly because the retailer is a freemium account connected to multiple suppliers.
What to do instead: Contact Claimlane Support and ask for help adding the new user / restoring access to the retailer account.
Why this restriction exists
This restriction helps prevent a supplier from inviting unrelated people into a retailer’s account when the retailer collaborates with multiple suppliers.