Adding a Customer User in the 'People' Section
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.
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.
||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|
||Required||Enter the first name of the customer user|
||Required||Enter the last name of the customer user|
|4||Required||Enter the email address of the customer user|
||Required||Enter the mobile number of the customer user|
||Required||Enter the password that you would like to set for the user account|
||Required||Retype the password that you have set for the user account|
||Required||Select a customer organisation from the drop-down menu for which the customer user is getting added|
||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|
||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.
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.
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.
||Optional||Choose the address type from the drop-down menu|
||Optional||Enter the address for the chosen address type|
||Optional||Enter the city for the chosen address type|
||Optional||Enter the state for the chosen address type|
||Optional||Enter the country for the chosen address type|
||Optional||Enter the zip/pin code for the chosen address type|
||Optional||Click to add more address type|
||Optional||Choose the label type from the drop-down menu|
||Optional||Enter the description for the chosen label type|
||Optional||Enter the value for the chosen label type|
||Optional||Click to add more label type|
||Optional||Enter the profile of the customer user|
||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'.