You are here: Commerce Manager > Customer Management > Contacts > Creating an Account

Creating an Account

An Account can be created with a Contact. Once an Account has been created, the Contact can be assigned permissions using Roles and access the Commerce Manager.

A customer Account is automatically created for a customer who registers from the front-end public website, allowing them to login and view personalized information.

To create an Account for an existing Contact, click on a Contact name from the Contact List. On the Contact Info page, click on Create Account.

A pop-up appears to enter in their user account credentials. A User Name and Password are required to create the Account.

Enter in a User Name, which can include spaces and special characters.
Enter in a Password, which must be four or more characters.
Enter in a Description and Email Address, which are both optional.
To enable the account, select "Yes" under Approved. Otherwise, select "No" to keep the account inactive and inaccessible by the user.
Click OK to save the account.

User account information appears under the Account section of the Contact Information form.

Fields Explained:

Last Activity - last time the user logged in or made any changes to the site
Last Lockout - last time a user was locked out due to too many failed login attempts
Last Login - last time the user logged into his or her account
Last Password Changed - last time the user account password changed

Editing an Account, Changing an Account Password, and Removing Accounts

To edit an Account, click on Edit Account. The same pop-up will appear. You cannot change the User Name unless you remove the Account and recreate the same Account.

To change the password, click on Change Password. A password pop-up appears with an editable field that allows you to enter in the new password.

To delete or remote the account, click on Remove Account.