Customer Accounts are organizational units, and these units have users -- think of a hospital.
To create a customer account:
- Go to the “Admin” Tab
- Select the “New Customer” button
- Fill out the fields for the customer (organizational unit) and the user. When a new customer is created, automatically a user is assigned.
- Select the “Save” button when done
Once saved, the user will receive an email regarding that their account has been created and ready for them to log in.