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What login details does my customer receive?
When you add a customer, the Send Credentials option decides when they get access:
- Yes – Send Now — the customer is emailed straight away to set up or access their login.
- No – Setup Required, Send Later — you finish setting them up first (pricing, visibility, delivery schedule) and send the invite once everything's ready.
Customers don't receive a password from you — they're sent an email to create or access their own account securely. You can resend the invite anytime from Customers → Customer List → the customer's ⋯ menu → Resend Login Email, and see their active logins on the Users tab.