Additional ways to add users

In addition to using the portal User Account Management Utility page to set up portal users, these are other ways for portal user records to be added:

  • Customer portal users who are given the Can Create Users permission on the Portal Users form can add new users to their own customer account. All necessary records are created in the back office.

    For more information about the Can Create Users option, see Allowing users to create additional users.

  • Partner-customer portal users who are given the Can Create Users permission on the Portal Users form can add users to existing customer accounts and register new customers. All necessary records are created in the back office, except for billing and shipping contacts. An alert is published for subscribers to the NewCustomerCreatedAlert, to let them know when a customer record is created.
  • Partner-employee and partner-vendor portal users who are given the Can Create Users permission can register new customers. All necessary records are created in the back office, except for billing and shipping contacts. An alert is published for subscribers to the NewCustomerCreatedAlert, to let them know when a customer record is created.
  • In most cases, records can also be added manually in the back office. Refer to the portal administration guide topics about customer and partner record requirements.