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Documentation Home »User Guide »Customers and Customer Users »Customer Users »Create a Customer Users
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Create a Customer UsersΒΆ

To create a new Customer:

  1. Navigate to Customers > Customer Users in the main menu.

  2. Click Create Customer User.

    The following page opens:

  3. Select the Enabled check box to enable the user to log into the system and to do their work within it upon creation.

  4. Fill in customer Name and other personal information.

  5. Select a customer this user represents.

  6. If you are adding a subsidiary of the existing customer, select a parent customer.

  7. Assign a sales representative who will be assisting this customer user. By default, the customer sales representative applies to the customer user.

  8. Select the Generate Password and Send Welcome Email check boxes.

  9. Select the website the customer user will be redirected to upon the login. See Managing Websites for more information.

  10. Add billing and shipping address as described in Address Book section.

  11. In the Roles section, select the roles that should apply to the customer user. When several roles are selected, granted permissions are accumulated from all the assigned roles. See Managing Customer User Roles for more information.

    Important

    At least one role must be assigned if the Enabled check box is selected. Disabled customer users can be saved without roles, but you will need to assign roles to the them later before enabling.

  12. Click Save on the top right of the page.

The new customer user is created.