Open Door Technology

The administrators sign in to CustomerSource, click on the User Menu in upper right-hand side of the page, and then choose Our CustomerSource Accounts from the dropdown User menu where they can modify profiles and create new ones. This includes the ability to send an invitation e-mail to a fellow employee who is having difficulty associating their Microsoft Account​ to their CustomerSource profile.

Within the profiles, the administrator can also make other individuals administrators. To do this, while editing a profile, select the checkbox for Administrator and save the profile. This individual now has the same rights.

To invite another user to CustomerSource, please follow these steps:

1. ​Sign in to CustomerSource.
2. Navigate to and click on the User Menu (commonly containing the name of CustomerSource User) found in the upper right-hand side of the page.
3. Select Our CustomerSource Accounts from the User dropdown menu
4. Click the Add New Professionals button.
5. Enter the required profile information.
6. Check the box at the bottom of the form to send invitation e-mail to this CustomerSource user to associate their Microsoft Account to this profile.
7. Click Save.

If an individual in your organization didn’t receive the invitation e-mail to associate their Microsoft Account, review their profile again to verify that the e-mail address is correct. If you edit the e-mail address check the Send invitation e-mail to this CustomerSource user to associate their Microsoft Account to this profile option before saving the profile. This will generate another email invitation. If the individual has still not received their invitation have them check their junk mail folder.

Once they receive the e-mail inviting them to CustomerSource they will be instructed to sign in with the Microsoft Account he/she would like to use, then click on the association link within e-mail invitation.