Add a user to receive statements

On the Customer Settings Screen follow the steps below:

1. Click “+Add contact”

2. Fill out the 3 fields in the form: name, select whether to add an email or phone number) in the drop down, and add the customers email or phone number (include the area code)

3. Click “Add”

4. The new user is saved!  

To remove a user and revoke their access from Wholesail please follow the instructions here.