📌Note: Ensure the account you wish to enable already exists in Weighsoft.
Steps to Enable an Account
Open the Account in question within Weighsoft.
Click Modify in the top-right corner of the screen.
On the Account tab, scroll down and check the box labelled Web Enabled.
Click Save to apply the changes.
What Happens Next
Once saved, the system will begin syncing the account details to the portal. By default, the following data will be included in the sync:
All addresses and contacts under the account
The last 3 months of:
Orders
Jobs
Transactions
Invoices