Creating a Customer Account

Partner users can create new customer accounts on the portal site.

To create a customer account:

Click Accounts & Users > List Related Accounts. The End-User Portal opens the Related Accounts page.

Click Actions > Create Customer Account. This opens the Create Account page.

Enter the Account ID (required).

Enter the Account Name of the account (required).

Set the Visible to Other Partners to Yes or No. Default: Yes.

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Click No to prevent partners in different distribution tiers from seeing information about this account.

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Click Yes to allow partners to see information about this account.

Add additional address information as desired.

Click Save.

The End-User Portal saves the new customer account with the settings you provided. At this point, you can also decide whether to manage this account’s users and whether or not to link sub-accounts to it.

If you choose to manage users for the current account, you can create new users, link existing users, or remove users:

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Click Actions > Create a User to link a new user to the account. Then follow the steps outlined in Creating a User to create the new user account.

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Select users (and roles, if applicable) and click Actions > Link Existing Users to link selected users to the account.

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Select users and click Actions > Remove Users to remove selected user from this account.

If you choose to link sub-accounts to this account, follow the steps described in Linking Sub-accounts to an Account.