Adding accounts

Accounts are groups of customer users. Each customer user must be attached to an account.

1. Click Customers → Accounts. The Customer accounts screen appears.

   

2. Click + Create account.

   

3. Fill in the Information:

   • Account name
   • External Id
   • Account manager (optional)
   • Website (optional)
   • Company registration name
   • Business registration number
   • VAT number (optional)
   • Customer tags (optional)
   

4. Fill in the User information:

   • Civility
   • First name
   • Last name
   • Email
   • External Id
   • Phone
   

5. Fill in the New address:

   • Country
   • Label (optional)
   • External Id
   • Full name
   • Address
   • City
   • State (optional)
   • Zip code
   • Phone (optional)
   • Select whether the address is used for shipping, billing, or both.
   

6. Click Create.

   

The new account is active by default, but the first user is in the waiting for activation status. An activation email is sent — the user must click Forgot password? on the authentication page, set a new password and log in to be active.