Gabriel Allard
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Create a new user
Direct answerTo add a new user, go to User Management, click Add User, fill in the information, assign a role, and save.ContextYou want to add a new user to your company account.Steps• Sign in to y...
Delivery schedule & process
Direct answerFor any questions about carriers or delivery schedules, this is a supplier-side matter.WEGOTRADE is an intermediary platform and does not have access to delivery information. Find thei...
Change a user's role
Direct answerTo change a user's role, go to User Management, select the user, change the role, and save.ContextYou want to change a user’s role or permissions in your company account.Steps• Sign in...
Check if an order was submitted
Direct answerGo to My Orders.If the order appears there, it was successfully sent to your supplier.ContextYou want to confirm whether your order was sent to your supplier.Steps• Go to My Orders• Ch...
Transfer a user account
Direct answerUpdate the information in My Profile and share the updated login details with the new person.ContextYou need to transfer a user account to another person.Steps• Update the new responsi...
Standing / recurring orders
Direct answerTo automate your orders, create a template from an existing order and enable the Automated order option in that template.ContextYou want to:• Reuse an existing order• Save time when pl...
Orders must be placed on the WEGOTRADE platform
Direct answerAll orders must be placed on the WEGOTRADE platform.Orders by phone or email are not processed.ContextWEGOTRADE is an ordering platform, but some requests must be handled directly by y...