How to Create User Accounts for Customers

Customer access requires a subscription to the Now Commerce Customer Portal. Please contact your account manager for more information. Here are instructions for setting up customers to use the customer portal.

  1. Go to Customers > Customer Listing > select a customer > Manage this customer’s portal access
  2. Verify that you have a valid email address for the customer. The email field contains data from the customer’s record in QuickBooks. If the email displayed is not correct or blank, you can change it on this screen. Note: Changing the customer’s information on this screen will not change it on the customer’s record in QuickBooks. If you want to be more thorough, you could change the customer’s information in QuickBooks first and run the QuickBooks Web Connector. This will then display the new information on this screen.
  3. Provide a message to the customer (optional)
  4. Select the invitation send method. Choosing Send invitation to the email listed above will send a system-generated invitation to the email address listed in the email field. Choosing Send invitation to me and I’ll forward it will send a system-generated invitation to your email address, allowing you to copy/paste the invitation details into your own email message. Note: We suggest using Send invitation to me and I’ll forward it and editing the message to include the direct link to your customer portal, which was provided to you at the beginning of your Now Commerce subscription.
  5. Click Submit
Advertisements
Posted in FAQ, Manage Portal Access