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Creating an Online User Account for a Customer

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:

  1. Choose an option.
    If the customer Then
    has a customer account, go to Step 2.
    does not have an account, create the account by completing the steps in Creating a Customer Account.
  2. 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.
  3. Select the Users tab.
    The Customer|Users page appears. This page lists any existing online accounts for the customer.
  4. Click 'Add User'.
    The edit user section appears.
  5. Enter the online account details into the applicable fields.
    For more information, refer to Edit User.
  6. Click 'Apply'.
    A window confirms that the application updated the customer.
  7. Click 'OK'.
  8. Provide the customer with his/her user name and temporary password.