On occasion, a customer may ask you to create the online user account for them. You can create the online account using the Customer|Users page.
To create an online account for a customer, complete the following:
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Choose an option.
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If the customer |
Then |
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has a customer account, |
go to Step 2. |
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does not have an account, |
create the account by completing the steps in Creating a Customer Account. |
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From the Customer Services application Customer|Search page, search for and select the account you want to add an online user account to. For more information, refer to Searching for a Customer or Contact.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
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Select the Users tab.
The Customer|Users page appears. This page lists any existing online accounts for the customer.
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Click 'Add User'.
The edit user section appears.
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Enter the online account details into the applicable fields.
For more information, refer to Edit User.
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Click 'Apply'.
A window confirms that the application updated the customer.
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Click 'OK'.
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Provide the customer with his/her user name and temporary password.