Create an Individual Customer Account

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.

Create account from 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.

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

   

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.

   

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.

   

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

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

   • For a multisite installation, set Associate to Website to the website 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 suggest using 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.

   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.

   

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

   

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 is the only address that is needed for the account, click Save. Otherwise, click Save and Continue Edit and repeat the previous steps to add additional addresses.

7. The new address displays in the Addresses view with the selected Default Billing and Default Shipping addresses above the full list.

   

8. The new customer account now appears in the Customers grid.

   

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 Updating a Customer Profile.

Fields

Account Information

Addresses

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