We request that you do not provide your clients with access to you Service Provider account. Please ask your clients to create their own Cosmetri account and then grant you access as a Service Provider user. With version 3.1 of Cosmetri it will be possible to publish your client's data for import into their own account, making it necessary to only enter data once.
Login to your client’s account using the user account that they created for you, as listed under 'My Clients' in your Service Provider account. You can then directly enter data in their account as well as upload any documents. Check your dashboard and respond to any notes and tasks assigned to you. If you are assigned as a test operator for any pending or overdue tests, these will also be displayed.
With the release of Cosmetri v.3.1, you will be able to publish data from your Service Provider account for import by your client – including product/formulas, raw materials, test groups and packaging items. Your client will also be able to publish data for you to import – useful for example, if they require you to conduct a safety assessment of a formula.
Login to the account connected with your client and in the user menu (top right) select ‘My Profile’ and then Password & Email’. You can also reset your password by using the following link:
If your client has granted you service provider access to their Cosmetri account, they will have added you as a user. This requires that they enter the admin username of your Service Provider account, ensuring that the account is then linked to you. You will be notified by email at the email address registered to your Service Provider account. This email will include an activation link that you need to click on to set your password. You can then login directly to their account under ‘My Clients’ in your Service Provide account, or by using the standard login page and entering the username and password:
If you have a free version of the Service Provider account, this is based upon the Starter plan, so you are restricted to a single user. You may still add other service provider users or VAs to your account, but these users cannot access any of the following areas:
Products / Clients/Brands
This means that these users would require the username and password of a connected client account. Please therefore keep these credentials safe at all time.
If your Service Provider account is based upon the Business or Enterprise plan, you can also add normal users to your account, such as team members working for your company. If you wish to restrict any user from accessing your ‘My Clients’ page and from logging in to these linked accounts, we recommend that you configure a Department (in Global Settings) that excludes access to the ‘My Clients’ page.
If you are a service provider and already subscribe to Cosmetri, email us at firstname.lastname@example.org if you would like us to upgrade your account to Service Provider status. If your request is approved, we will activate your account for you. Upon next login to your existing account, you will see the additional service provider features. Please provide your company website and any other information we may require to verify that you are a service provider.
Adding a user as a Service Provider or VA does not count as a normal user and will not affect the allocation of users associated with the currently subscribed plan.
When you login to a client’s account which also has Service Provider status, you won’t be able to access their own ‘My Clients’ page or their Products / Clients/Brands settings. These settings, along with any Department they may have assigned you to, may restrict your access further.