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Invite a Seller for Evaluation

For inviting sellers to share insights with your organization
  1. 1.
    On the Organization dashboard page, click Add Seller
    • Under Invite, click on the clipboard icon to copy the link
  2. 2.
    Share the invite link from your dashboard page with the sellers you wish to invite, please note:
    • The same registration link can be shared with any number of different sellers
    • The invited seller should have relevant access levels (ideally admin access) to the accounts you want to receive insights for
  1. 3.
    Upon receiving the link, the Seller is asked to share brand insights with your company via Autopilot by creating an Autopilot user account
    • The account registration page confirms that your company (Acme Corporation in the example below) has invited the seller
    • In order to proceed, the seller is asked to create an Autopilot user account by confirming their email address, company name, password and accepting the terms & conditions
    • For more details on the seller account creation process for sellers, see here
Seller Sign-up Page Accessed via Invite Link
  1. 4.
    The Seller is then guided through the required account authentication and COGS upload process
Seller Settings Page & Onboarding Guide
The Settings page guides sellers through the required steps. Click on the relevant links below for more details on each:

5. Successful seller connections are confirmed on the Seller Settings page

  • On the Settings page > Data Services section, you can confirm which accounts the seller has successfully connected to Autopilot as shown in the screenshot below
  • Furthermore, you can use the CoGS upload component to upload CoGS data in the same way that the seller can, as outlined here