In this FAQ we will go over how to give access to OneMart and where to approve requests. Note that each contact must use their own unique email address per customer profile. If that address is already in RepDesk as a contact, then they would need to use that email as their login for OneMart.
If your customer is not in RepDesk or using a different email, then send them the link to your website. Once the customer is there they need to click on the “person” icon on the right side of the page or the “Sign Up” link on the top of the page.
Clicking the “person” will populate the login page. This is where the customer will have the option to create a new account by clicking “create an account”.
Clicking the “Sign Up” link will populate this form. They will then fill out all the required fields. Once the customer has completed this part the admin receives a notification.
Once your customer has registered for OneMart you will get notified via email called “Aleran Market- Registration Request” and it will look like this. It will contain all the customers' information.
To accept the request, go into RepDesk and under “Home” you will see “Market Account Request”. Pressing accept will give them access. The system will send the customer an automatic email with instructions for signing in. If you want to deny the contact access, you will press reject. *Note the customer won’t get notified if they get rejected.
Once you press accept you will be promoted to create a new customer or add to an existing customer. If you’re adding to an existing customer, you can use the search field. This completes the process for registering a new customer to your OneMart.
When you want to invite many customers all at once, you will need to use the process below. There are two different ways depending on whether the customer has a contact in RepDesk or not.
1. For inviting Customers without a contact set up in Aleran, this is very simple, you would send the link to create an account for your OneMart. This link takes them directly to a create an account.
** Follow below for more steps
2. For inviting Customers with a contact setup in Aleran you must send them the link for your OneMart’s forgotten password. This takes them to the forgotten password page. Make sure to provide them the email you have in Aleran, this will be the same email needed for OneMart.
*Note you will not receive an access request when a customer signs up this way.
When a customer uses “forgot password” they will receive this notification. Which requires them to check their email. If a customer doesn’t receive an email with the forgot password link, they are not using the right email connected with their contact in RepDesk. Have the customer contact the RepDesk admin to confirm their email.