To create a new customer, click on Customers/Contacts in your navigation followed by Customers / Contacts again. Click the Add Customer/Contact button.
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.
This is the customer's given name.
This is your customer's job title.
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.
If you have defined a list of department types, you may select one here. By default, this is set to n/a.
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).
Passwords must contain at least 8 characters.
After you have entered all the required information, click the Save & Create button.
To import multiple users at one time, please refer to the section on Customer Data under Batch Jobs .
Updated over 2 years ago