Add new customers

Add a single customer

To create a new customer, navigate to Customers/Contacts > Customers / Contacts. On the resulting screen, click the Add Customer/Contact button.

Field Option

Is Required?

Description

Status

Required

By default, users accounts are activated. If you have elected to require authorization prior to activating an account, this is where you complete this step with the additional option of emailing a notification to your user.

Name

Required

This is the customer's given name.

Title

Optional

This is your customer's job title.

Location

Optional

If you have defined multiple addresses for the account's location, a drop-down list will be available. By default, this is set to n/a.

Contact Type

Optional

If you have defined a list of department types, you may select one here. By default, this is set to n/a.

Phone

Optional

Email

Required

You must enter in a valid email address for this user. This will be their login for the site and where order receipts and statuses are sent to (if enabled).

Password

Required

Passwords must contain at least 8 characters.

After you have entered all the required information, click the Save & Create button.

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Add Customer settings

Import users ("bulk import")

To import multiple users at one time, please refer to the article explaining the Customer Data batch job .