Create New Account
Example: You would like to create an account on behalf of a customer.
How To: To manually create an account, navigate to Accounts located at the top left of the screen. On this screen you have two options: Search or Create New Account. Click the Create New Account button.
Once you click the "Create New Account" button you will be greeted with the create new account modal. Populate the required fields and click save to create the new account. Upon saving the account will be created and administration or purchasing can begin.
Related Articles
Account Groups Overview
Topics Covered: Overview Creating Your First Group Editing a Group Finding the Account Groups Page Viewing the Account Groups Page Viewing a Group The Account Group Header Content Block The Account Group Header - The Email Group Members Button The ...Enabling Shopping Cart Users to Create Organizations
Introduction You can enable your shopping cart users to create organizations. Your users will become coordinators of their organizations so they can mange them. Getting Started Log into your administrative console, navigate to Settings -> Setup -> ...Account Approvals
Introduction You can require that Cart Accounts be approved before they can be used to make Purchases. Approvals are done by Coordinators, who have special access to tools and data via a Dashboard. Coordinators are part of Organizations, so ...Account Member Search
Introduction The account member search is a feature that can be used by a cart user that allows a cart user to look up an account participant when purchasing a product so that they can purchase the item on the other account participants behalf. Only ...Impersonating an Account
Introduction Impersonating an Account allows you to do everything for that Account as if you were the Account holder. As an Admin (that is, a User assigned to the Admin user group), you can enroll Participants in Events even if they are closed to the ...