Allowing users to create additional users
This task is for only Customer Portal or Reseller Portal user accounts.
On the Customer Users form, the Can Create Users setting controls an option for adding new users from the portal. This option can be provided to customer or reseller users; however, only customer users can be added on the portal.
The Can Create Users setting also controls an option to register new customers from the portal. This option can be provided to only reseller users.
The difference between adding new users and registering new customers is that new users are associated with an existing customer record in the back office, and registering a new customer creates a new customer record in the back office.
To give customer users the ability to add users, select this option.
To give reseller users the ability to add users and register new customers, select this option.
Adding users: How it works for customers
If this setting is selected for a Customer Portal user, the button and User list are displayed on that user’s Account Management page on the portal.
The customer can click the button to open the Create User Account form, where new user information is entered. Once submitted, new records are created in the back office on the Users and Customer Users forms. New users are automatically associated with the customer who added them.
The customer who created the user must communicate the user ID and portal URL to the new user, with instructions to launch the portal, click Forgot Password? on the sign-in page, and follow prompts to set a password for the account.
The customer can edit or inactivate any new user account he or she created by selecting it in the User list on the Account Management page and then using the options provided.
Adding users: How it works for resellers
If this setting is selected for a Reseller Portal user, the reseller must first choose a company from the Active for Customer list on the Account Management page and then click .
When the reseller specifies and submits new user information, new records are created in the back office on the Users and Customer Users forms. The new user is automatically associated with the active customer record.
The reseller must communicate the user ID and portal URL to the new user, with instructions to launch the portal, click Forgot Password? on the sign-in page, and follow prompts to set a password for the account.
The reseller can edit or inactivate any new user account he or she created by first selecting the associated customer and then the user on the Account Management page.
Registering new customers
When you select the Can Create Users setting for any reseller user, the button is included on that reseller’s Account Management page and Customers page on the portal. The reseller can click the button to open the Register a New Customer form, where new customer information is provided.
Once submitted, new records are created in the back office one the Users, Customers, and Customer Users forms. New customers are automatically associated with the reseller who added them.
An alert is published for subscribers to the NewCustomerCreatedAlert to let them know a customer record has been created in the back office.