Customer Accounts are organizational units, and these units have users -- think of a hospital. 


Structure Example:


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To create a customer account:

  • Go to the “Admin” Tab
  • Select the “New Customer” button


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  • Fill out the fields for the customer (organizational unit) and the user. When a new customer is created, automatically a user is assigned.


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  • 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.