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Adding a Customer User in the 'People' Section

This article provides the detailed information on how easily you can add the details of a customer user in the 'people' section using Batoi Apps Cloud.

There are two sections in the Add Customer User page namely 'Required Section' in which only the required fields will appear and the other one is 'Advanced Section' in which the fields which are not required will appear. If you want to fill information also in the 'Advanced Section' then click on the 'More' link or the 'Down Arrow' link as shown in Figure 1.

Figure 1
Figure 1

In the Add Customer User screen, fill in the following information about the Customer User in the required fields. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Type Description
1 Disable/Enable Login Required The login for a user is disabled by default. If you want to enable login for a user, then switch the toggle on. By enabling login, you can set a password for a specific user
2 First Name Required Enter the first name of the customer user
3 Last Name Required Enter the last name of the customer user
4 Email Required Enter the email address of the customer user
5 Mobile Number Required Enter the mobile number of the customer user
6 Password Required Enter the password that you would like to set for the user account
7 Retype Password Required Retype the password that you have set for the user account
8 Customer Required Select a customer organisation from the drop-down menu for which the customer user is getting added
9 User Code Required The user code will auto generate if in the 'Unique Record Identifier' setting, 'People' is selected as Unique or Numeric. Otherwise the user needs to enter the code
10 Designation Required The customer user designation categories those have been added in the settings page are appearing in the drop-down menu. Select a designation for the customer user

If you want to create a new 'Customer Organisation' for the Customer User to be added, then click on the 'Other' option as available in the 'Customer' drop menu as shown in Figure 3.

Figure 3
Figure 3

Upon doing so, the 'Add Customer Organisation' section will appear as shown in Figure 4. The addition of a new Customer Organisation is already discussed in the 'Customer' module.

Figure 4
Figure 4

If the 'More' link is clicked, then the Add Customer User page will appear as shown in Figure 5. Each step shown in Figure 5 is explained in the below table.

Figure 5
Figure 5
Sl. No. Name Type Description
1 Address Type Optional Choose the address type from the drop-down menu
2 Address Optional Enter the address for the chosen address type
3 City Optional Enter the city for the chosen address type
4 State Optional Enter the state for the chosen address type
5 Country Optional Enter the country for the chosen address type
6 Zip/Pin Optional Enter the zip/pin code for the chosen address type
7 Add Address Optional Click to add more address type
8 Label Type Optional Choose the label type from the drop-down menu
9 Description Optional Enter the description for the chosen label type
10 Value Optional Enter the value for the chosen label type
11 Add Label Type Optional Click to add more label type
12 Profile Optional Enter the profile of the customer user
13 Additional Notes Optional Enter a note (if any)

Once you are done with, click on the 'Submit' button to save your information as shown in Figure 5. You can then see that the new 'Customer User' is now available on the list page for 'People'.

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