These actions are on Settings, Clients, when your role may manage partner access. Each client stays its own QrX customer. Linking, inviting, and releasing do not move orders, products, or other data.

Click Link existing and enter the customer id. The merchant must already have an active fulfilment grant from you. QrX does not create a new customer, and it does not copy payment providers.

The unlink icon asks you to release that client. The client keeps its account. You stop managing the workspace. Nothing is deleted, and the fulfilment grant stays.

Click Invitation, then Create link. The link lasts 14 days. Copy it when QrX shows it. QrX shows it only once.

The merchant opens the link while signed in and clicks Accept. That adds a full-service fulfilment grant on their channels. Their account stays independent. Accepting does not turn them into a managed workspace.

Revoke stops a link that has not been accepted. A merchant who already accepted keeps the grant.

A person who may manage roles or users can open the same link and accept it. They do not see the client list.

Default role is copied onto each new client as the system role Merchant for Fulfilment. Portal access stays on. A saved template changes only clients created after the save. Existing clients stay as they are. Use built-in default clears a saved template, so the next new client gets the built-in set again.

Staff access limits a person on your account to selected clients on this screen. No selection means every client. Saving an empty selection restores every client for that person.