New Customer - User

The New Customer – User page allows you to create a user record for the new customer. A new customer requires at least one user who will act as a customer-level administrator. Use this page to assign this user name and the associated user details.

Note: Fields with an asterisk (*) must be filled in. Email and phone number are optional.

  1. Fill in the required fields.
  2. Click the Save button.

Note: You can also go back to the previous page (by clicking the Back button) or abandon this new customer (by clicking the Cancel button).