Skip to main content

Add a customer user

Add a user account under a customer record so they can access the store and perform operations on behalf of that customer.

N
Written by Niyaz

Add a user account under a customer record so they can access the store and perform operations on behalf of that customer.

Add customer user form with fields for the sync key, name, profession, email, and phone number.

Steps

  1. Select Customers in the navigation.

  2. Open the customer record you want to manage.

  3. Select the Customer Users tab.

  4. Select ADD CUSTOMER USERS. The add customer user form opens.

  5. Enter the customer user's value in Sync Key.

  6. Enter the customer user's name in Name.

  7. Enter the customer user's profession in Profession.

  8. Enter the customer user's email address in Email.

  9. Enter the customer user's phone number in Phone Number. After you complete the required fields, Save becomes available.

  10. Select Save.

Result

The new customer user appears in the Customer Users list, showing Name, Profession, Email, Phone Number, Roles, and Status.

Related

Did this answer your question?