title | description | last_updated | template | originalLink | originalArticleId | redirect_from | related | ||||||||||
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Create customers |
Learn how to create customers in the Back Office. |
Jul 6, 2021 |
back-office-user-guide-template |
32a86d51-5bdd-428b-8ae4-5929326f4a26 |
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This document describes how to create customers in the Back Office.
Review the reference information before you start or look up the necessary information as you go through the process.
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Go to Customers > Customers.
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On the Customers page, click Add Customer.
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On the Add a customer page, enter an EMAIL.
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Select a SALUTATION.
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Enter a FIRST NAME.
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Enter a LAST NAME.
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Optional: Select a GENDER.
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Optional: Select a DATE OF BIRTH.
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Optional: Enter a PHONE.
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Optional: Enter a COMPANY.
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Optional: Select a LOCALE.
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To send a password change link to the customer's EMAIL, select the SEND PASSWORD TOKEN THROUGH EMAIL checkbox.
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Click Save.
This opens the Customers page with a success message displayed. The customer is displayed in the list.
Tips and tricks
Once you create a customer, a verification email is sent to their email address, while their STATUS is Unverified. After they click the verification link, their status changes to Verified.
ATTRIBUTE | DESCRIPTION |
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Email address to be used for the account. | |
SALUTATION | Formal salutation. |
FIRST NAME | First name. |
LAST NAME | Last name. |
GENDER | Gender. |
DATE OF BIRTH | Date of birth. |
PHONE | Phone number. |
COMPANY | Company. Not to be confused with a B2B company. |
LOCALE | Locale. |
SEND PASSWORD TOKEN THROUGH EMAIL | If you select the checkbox, after saving the customer, an email will be sent to the customer containing a link. By accessing the link, the customer will be able to set a password for the account. If you don’t select this option, the customer will still be able request this email on the Storefront. |