Create an individual customer account

Last update: 2023-07-11
  • Created for:
  • Beginner
    Intermediate
    Admin
    User

Visitors to your store can open an account to manage their purchases and activities. Customers usually create their own accounts from your store. However, you can also create customer accounts directly from the Admin, which is useful for helping customers over the phone.

The following instructions represent the default customer account configuration. To change the selection and behavior of some of the fields in the form, see Configuring Customer Accounts.

As a store administrator, you can also set the new account options to send a confirmation email to new registered customers, which helps to ensure that registered accounts are valid.

NOTE

2.4.7-beta1 There are updates included in the 2.4.7-beta1 release that provide enhancements to the described functionality. If you are using this release version, review the release notes for detailed information about the changes.

Create account from the storefront

A store customer creates an account on the storefront.

  1. From the storefront, clicks Create an Account in the upper-right corner of the header.

    Create an Account
  2. Under Personal Information, enters their First Name and Last Name.

    Personal Information
  3. If they want to add their name and email address to the list of newsletter subscribers, the customer selects the Sign Up for Newsletter checkbox.

    INFO

    This option appears even if the store doesn’t publish a newsletter.

  4. If they want store support staff to see what they see and provide remote assistance, the customer selects the Allow remote shopping assistance checkbox.

  5. Under Sign-in Information, enters their Email address.

    INFO

    This email address becomes part of their sign-in credentials, and cannot be associated with any other customer account.

    Sign-in Information
  6. Enters a Password that includes three of the following types of information:

    • Lowercase characters
    • Uppercase characters
    • Numbers
    • Special characters

    After they press Enter, the strength of the password is evaluated and appears below the field. If the password is considered to be Weak, try another until it evaluated as Strong.

    A strong password is recommended
  7. Then, the customer enters it again to Confirm Password.

  8. If needed, clicks Show Password to view the password you entered.

  9. When complete, clicks Create an Account.

The customer can then use their email address and password to sign in to their account and complete the address information.

Create an account from the Admin

As a merchant, you can create a customer account from the Admin.

  1. On the Admin sidebar, go to Customers > All Customers.

  2. Click Add New Customer.

Step 1: Complete the account information

Customer Information
  1. In the Account Information section, do the following:

    • For a multisite installation, set Associate to Website to the web site where the customer account applies.
    • If applicable, assign the customer to a different Customer Group.
    • If you are using VAT ID Validation and want to Disable Automatic Group Change Based on VAT ID, select the checkbox.
  2. Complete the required fields:

    • First Name
    • Last Name
    • Email
  3. Complete the optional fields as needed:

    • Name Prefix
    • Middle Name/Initial
    • Name Suffix
    • Date of Birth
    • Tax/VAT Number
    • Gender
    WARNING

    In keeping with current security and privacy best practices, be aware of any potential legal and security risks associated with the storage of customers’ full date of birth (month, day, year) with other personal identifiers. It is recommended that you limit the storage of customers’ full birth dates and suggested that you use customer year of birth as an alternative.

  4. Set Send Welcome Email From to the store view from which the Welcome email is to be sent.

    INFO

    If the store has views for different languages, this setting determines the language of the Welcome email.

  5. Click Save and Continue Edit at the top of the page.

    INFO

    After the customer account is saved, the full set of options appears in the left panel and in the menu at the top of the page. The Customer View tab displays a summary of the account.

    Customer View

Step 2: Complete the address information

  1. In the left panel, choose Addresses and click Add New Addresses.

  2. If the same address is used for both billing and shipping, toggle both options.

    • Default Billing Address
    • Default Shipping Address
    Add customer address information
  3. Scroll down and complete the required address fields in the second column.

    • Street Address
    • City
    • Country
    • State/Province
    • ZIP/Postal Code
  4. Enter the Phone Number for this address.

  5. If applicable, enter the VAT Number associated with the customer.

  6. If this address is the only one that is needed for the account, click Save.

    Otherwise, click Save and Continue Edit and repeat the previous steps to add additional addresses.

    The new address is displayed in the Addresses page with the selected Default Billing and Default Shipping addresses above the full list.

    Addresses view

Step 3: Reset the password

Customer accounts created from the Admin do not initially have passwords assigned.

  1. Find the new customer account in the grid.

  2. Click Edit in the Action column.

  3. In the menu bar at the top of the page, click Reset Password.

  4. Notification is sent to the account owner, with instructions for setting the password.

Button bar

Additional buttons become available when the profile is saved for the first time. To learn more, see Update a customer profile.

Button Description
Back Returns to the Customers page without saving changes.
Delete Customer Deletes the current customer. Completed orders associated with the customer are not removed.
Reset Resets any unsaved changes in the customer form to their previous values.
Create Order Creates an order for the customer.
Reset Password Sends a reset password link to the customer by email.
Force Sign-in Revokes the OAuth access tokens that are associated with the customer account. This function can be used only with customer accounts that have been assigned OAuth tokens as part of a web API integration. To learn more, see OAuth-based authentication in the developer documentation.
Manage Shopping Cart Allows the administrator to manage the shopping cart for the customer.
Save and Continue Edit Saves changes and keeps the customer profile open.
Save Customer Saves changes and closes the customer profile.

Field descriptions

Account Information

Field Description
Associate to Website Identifies the website associated with the customer account.
Group Identifies the customer group where the customer is a member. If applicable, select the checkbox to disable automatic group change based on VAT.
Name Prefix If used, the prefix that is associated with the customer’s name (such as Mr., Ms., or Dr.). The prefix values are determined by the configuration. Depending on the configuration, the input control might be a text field or a list of options.
First Name The customer’s first name.
Middle Name / Initial The middle name or initial of the customer. This field is included only if specified in the configuration topic.
Last Name The customer’s last name.
Name Suffix If used, the suffix that is associated with the customer’s name (such as Jr., Sr., or III). The suffix values are determined by the configuration. Depending on the configuration, the input control might be a text field or a drop-down list of options.
Email The customer’s email address.
Date of Birth The customer’s date of birth. The date of birth is included if specified in the configuration topic.

In keeping with current security and privacy best practices, be aware of any potential legal and security risks associated with the storage of customers’ full date of birth (month, day, year) with other personal identifiers. It is recommended that you limit the storage of customers’ full birth dates and suggest using customer year of birth as an alternative.
Tax / VAT Number The customer’s Tax or Value Added Tax number, if applicable.
Gender Identifies the customer’s gender. The gender is included if specified in the configuration. Options: Male / Female / Not Specified
Send Welcome Email From If you have multiple store views, this setting identifies the store view from which the Welcome message is sent. If store views are used for different languages, this setting determines the language of the Welcome email.

Addresses

Field Description
New Addresses Identifies the type of new address. Options: Default Billing Address / Default Shipping Address
Add New Addresses Displays another New Address section to identify the type of the address to be entered.
Company The company name, if applicable for this address.
Street Address The street address of the customer. A second line of the street address is available if specified in the configuration topic.
City The city where the customer address is located.
Country The country where the customer address is located.
State/Province The state or province where the customer address is located.
Zip/Postal Code The ZIP or postal code where the customer address is located.
Phone Number The customer’s phone number that is associated with address.
VAT Number If applicable, the value added tax number that applies to the customer at this address.

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