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Creating a new Customer User
Creating a new Customer User
To provide a person or company with access to your “Company profile” you need to setup a Customer card and Create a User account for them.
Customer Card
First you need to setup a Customer card, this will create a profile for the contact details including Billing and Delivery addresses.
Once you have created a Customer Card, you can invite users to place orders directly. There are 2 ways to invite a Customer User: