One of the many things you can do as a product owner is to initiate the setup of a new account.
Before you begin, you’ll need to know the name and e-mail address of the person who will be completing the setup process. It will also be helpful to have the dealership location and the product or products to which they’ll be subscribing, but this information isn’t required. You will not be inputting any payment information here.
From the Accounts tab, click “+ New” next to Invitations at the top of the page. A modal will pop up in which you will enter the account information. You can navigate through each page of this flow by clicking the appropriate tab on the left. Once you have entered all of the information, from the Summary tab you can select "Save and Close" if you're not ready to send the invite email, or “Send Invitation” to send the invitation e-mail to the setup user.
The draft, or invited account, will now display on the Invitations page under the Pending Invitations section.
