Create a customer login and set its permissions

Summary

Create a login for a buyer under an account and control whether they're a master (administrator) user, can log in, and can purchase. You can send a welcome email at creation.

Before you start

• Required role: Admin
• The account the user belongs to must already exist

Steps

1. Go to User Admin (/customers.cfm?search=1) and click + New User (or Create New Login).
2. Use Search Account to attach the login to the right Account.
3. Enter the user's Email Address and set a Password.
4. Set permissions:

• Make this login a Master User (administrator) — full account admin.
• Allow this customer to login — enables/disables sign-in.
• Allow this login to purchase — controls ordering rights.

1. Optionally check Send Welcome Email?.
2. Click Create New Login.

What success looks like

The login appears under its account; if a welcome email was sent, the user receives setup instructions; permission flags match what you set.

Gotchas / troubleshooting

• A user with login allowed but purchase disabled can browse but not order — useful for approvers/viewers.
• Master User grants account-wide admin; assign it sparingly.

Related

• Find users
• Manage accounts