Add a New User Account

Adding an employee to your B2B Portal account is a great way to maximize your efficiency when doing business with KHS America.

To get started, log into your B2B portal account. If you don’t have an account set up yet, you can have an invitation sent to you. Ask your rep or inside sales contact to add you to our system.

You must already be an admin for your store to add a new user. If you’re the store owner, you’re already an admin and can add your employees.

To do so, click on the Admin Menu, then Set Up User. Click the Add button, then fill in the information for the person you would like to add.

Enable the user and add email categories the new user should receive. For example, an Accounts Payable user might receive:
• Invoices,
• Upcoming Payment Reminders
• and Past Due Invoices.

This step is optional, if the new user would prefer not to receive emails, just leave this blank.

Now select the role or roles the new user should have.

For example, a finance person might have the Accounts Payable role. This would allow them to pay invoices for your account and access your store’s credit details.

Or for an employee that needs to see product availability, but shouldn’t have the ability to purchase products, you can select the Product Display role.

A display role means that the user can see the information but can’t perform actions for that role on the B2B portal.

If an employee needs more than one role, you can move over as many roles as needed.

Once all roles have been selected for the new user, select your store name… Then click the Save button.

Now you will see the new user in the list of users for your account.