Skip to main content

Create customer accounts for an org. unit


Create customer accounts for an org. unit

Each customer account that you create can belong to only one org unit. If you wish to have the same customer account details for multiple org units, you must create a separate customer account with the same details in each org. unit.

To create a customer account for an org. unit

  1. Navigate to Customers > Customer Accounts in the left-hand navigation section and click Add New Account.
  2. In the Basic Information and Contacts section, use the Company dropdown to select the org unit that the customer account must belong to
  3.  Enter the other Basic Information and Contacts for the account to complete customer account creation.