Documentation Index
Fetch the complete documentation index at: https://help.mathership.com/llms.txt
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Manage Invitations
Vendors can use invitations to connect customers with their vendor account. An invitation lets a customer accept a connection to your vendor company. After the customer accepts the invitation, Mathership creates or activates the relationship between the customer company and your vendor company.What is an invitation?
An invitation is a connection request from a vendor to a customer. The customer receives an invitation link and can accept it after logging in or creating access to Mathership.When to use invitations
Use invitations when:- You want a customer to connect to your vendor account
- The customer should confirm the connection themselves
- The customer already uses Mathership
- The customer needs to activate their account before ordering
- You do not want to create the customer manually
How invitation acceptance works
When a customer accepts an invitation, Mathership checks the invitation token and connects the customer to the vendor account. The customer must be logged in as a customer user.Invitations can only be accepted by customer accounts. Vendor accounts cannot accept customer invitations.
Email verification and pending invitations
If a customer still needs to verify their email address, Mathership can activate pending invitations after successful email verification. This helps connect the customer automatically after their account becomes active.Managing invitations
Depending on your account setup, the invitation management page may show invitations with different statuses. Common invitation statuses may include:| Status | Meaning |
|---|---|
| Pending | The invitation was sent but not accepted yet |
| Accepted | The customer accepted the invitation |
| Expired | The invitation can no longer be used |
| Cancelled | The invitation was cancelled |
Customer accepts an invitation
To accept an invitation, the customer opens the invitation link and confirms the connection. After acceptance:- The customer is connected to your vendor account
- The customer can appear in your customer list
- The vendor-customer relationship is created or activated
- The customer can use your vendor account in Mathership where permitted
Common problems
Invitation link is missing
Send the invitation again or contact the customer directly.Customer cannot accept the invitation
Check whether the customer is logged in with a customer account.Wrong account type
Only customer accounts can accept customer invitations.Invitation is invalid or expired
Create a new invitation or ask the customer to use the latest invitation link.Related pages
Invite Customers
Send invitations to customers.
Add Customer
Create a new customer manually.
Link Existing Customers
Connect an existing Mathership customer to your vendor account.
Customer Details
View connected customer information.