First access: how the people you registered sign in

Where to find it

It depends on who you registered. The team (administrators and sellers) is registered in your account menu, under Users. Buyers, on the customer's profile, in Customers, Buyers tab. Rep agency members, on the rep agency's profile, in Sales reps, Members tab. Each path has its own way for the person to sign in for the first time.

Team registered in Users: no invitation is sent

Creating someone in Users sends no email or message to the person. The account is created active and ready, and it's up to you to arrange how they will sign in. There are three paths:

1. You set the password. Fill in the Password field when registering and pass the password to the person through a channel of your own. Left blank, the field says Generated automatically if empty: it's a password nobody knows.
2. They sign in through WhatsApp. With the Phone registered, the person opens the sign-in screen, enters their mobile number and taps Send link via WhatsApp. A code and a link arrive, and either one signs them in.
3. They create their own password. With the Email registered, the person uses Forgot my password on the sign-in screen and receives the reset link.

Afterwards, at any time, you change the password from the row's ⋯ menu, under Change Password.

⚠️ The phone is what links the person to Dri on WhatsApp. Without it, path 2 doesn't exist and the person can't talk to Dri from their own number. With a wrong number, their messages arrive as if from an unregistered number.

Buyers: the welcome message

In the Buyers tab of the customer's profile there are two ways to create access:

• Create WhatsApp Access (on the Access via WhatsApp card): creates the buyer from the WhatsApp number and immediately sends them a welcome message on behalf of your company. The buyer then signs in through the WhatsApp link, with no password. If the number already belongs to an account, it is linked to the customer instead of duplicated.
• + New Buyer: registers with name, email, WhatsApp and CPF, and sends nothing. The screen reminds you: email to sign in with a login, WhatsApp to sign in by message, or both.

To send the welcome again, use Welcome on the buyer's row. That button only appears for someone with a WhatsApp number registered. The full step by step is in Give a buyer access: catalog, WhatsApp and stores.

⚠️ If the welcome message doesn't go out, the access is created anyway. The difference is in the notice: when the message goes out, it says "Access created and welcome message sent!"; when it doesn't, it says only "Access created successfully" (or "Existing user linked"). In that case, use Welcome later to try again.

Rep agency members: account confirmation

Someone you add as a New person to a rep agency gets an account that has to be confirmed by the person themselves. Nothing is sent on registration: sending is your action.

1. In the Members tab, click Confirm account on the member's row.
2. Choose By email: from here the confirmation goes out only by email.
3. The person receives a link and a code, confirms and, if they want, sets a password.

The Access column tracks it: Confirmation not sent, Awaiting confirmation · sent N days ago and Confirmed on dd/mm. To resend, use the send icon on the row (Resend confirmation); the previous code stops working. What the person sees on the other side: see Confirmar seu convite pelo link.

Someone you add as Someone from my company receives nothing: they sign in with the login they already have, and the column shows Own account — signs in with the login they already have.

When it goes wrong

The person says they never received an invitation: registering in Users doesn't send an invitation. Set a password or point them to the WhatsApp login.

"Nothing arrives on WhatsApp" on the sign-in screen: the link only goes to a registered number. Check the Phone in the person's registration.

"No email registered — from here the confirmation goes out only by email.": edit the rep agency member and register an email before requesting the confirmation.

"Wait a few minutes to resend the confirmation request.": there were too many requests in a short time. Wait and try again.

"Email already registered" or "Phone already registered" when creating: the person already has a Vendria account. Use Add existing in Users instead of creating another.