Creating an Individual Customer Account

Visitors to your store can open an account to manage their purchases and activities. Customers usually create their own accounts from your store. However, you can also create customer accounts directly from the Admin, which is useful for helping customers over the phone.

The following instructions represent the default customer account configuration. To change the selection and behavior of some of the fields in the form, see Configuring Customer Accounts.

Create an Account

Create account from storefront

A store customer creates a new account on the storefront.

1. From the storefront, click Create an Account in the upper-right corner of the header.

   • For a B2B store, choose Create an Account > Create New Customer.

2. Under Personal Information, enter your First Name and Last Name.

   Personal Information

3. If you want to add your name and email address to the list of newsletter subscribers, select the Sign Up for Newsletter checkbox.

   This option appears even if the store doesn’t publish a newsletter.

4. Under Sign-in Information, enter your Email address.

   This email address will become part of your sign-in credentials, and cannot be associated with any other customer account.

   Sign-in Information

5. Enter a Password that includes three of the following types of information:

   • Lowercase characters
   • Uppercase characters
   • Numbers
   • Special Characters

   After you press Enter, the strength of the password is evaluated and appears below the field. If the password is considered to be Weak, try another until it evaluated as Strong.

   

   Then, enter it again to Confirm Password.

6. When complete, click Create an Account.

   You can now use your email address and password to sign in to your account to complete the address information.

Create a new account from the Admin

As a merchant, you can create a new customer account from the Admin.

1. On the Admin sidebar, go to Customers > All Customers.

2. Click Add New Customer.

Step 1: Complete the account information

Customer Information

1. In the Account Information section, do the following:

   • For a multisite installation, set Associate to Website to the website where the customer account applies.
   • If applicable, assign the customer to a different Customer Group.
   • If you are using VAT ID Validation and want to Disable Automatic Group Change Based on VAT ID, select the checkbox.

2. Complete the required fields:

   • First Name
   • Last Name
   • Email

3. Complete the optional fields as needed:

   • Name Prefix
   • Middle Name/Initial
   • Name Suffix

   • Date of Birth

     In keeping with current security and privacy best practices, be sure you are aware of any potential legal and security risks associated with the storage of customers’ full date of birth (month, day, year) along with other personal identifiers (e.g., full name) before collecting or processing such data. We recommend limiting the storage of customers’ full birth dates and instead suggest using customer year of birth as an alternative.

   • Tax/VAT Number
   • Gender

4. Set Send Welcome Email From to the store view from which the Welcome email is to be sent.

   If the store has views for different languages, this setting determines the language of the Welcome email.

5. If Vertex Cloud is enabled, enter the Vertex Customer Code that you want to use for this customer.

6. Click Save and Continue Edit.

   After the customer account is saved, the full set of options appears in the left panel and in the menu at the top of the page. The Customer View tab displays a summary of the account.

   Customer View

Step 2: Complete the address information

1. In the left panel, choose Addresses and click Add New Addresses.

2. If the same address is used for both billing and shipping, toggle both options.

   • Default Billing Address
   • Default Shipping Address

   Add an Address

3. Scroll down and complete the required address fields in the second column.

   • Street Address
   • City
   • Country
   • State/Province
   • ZIP/Postal Code

4. Enter the Phone Number for this address.

5. If applicable, enter the VAT Number associated with the customer.

6. If this is the only address that is needed for the account, click Save. Otherwise, click Save and Continue Edit and repeat the previous steps to add additional addresses.

   The new address displays in the Addresses view with the selected Default Billing and Default Shipping addresses above the full list.

   Addresses view

   The new customer account now appears in the Customers grid.

   Customers grid

Step 3: Reset the password

Customer accounts created from the Admin do not initially have passwords assigned.

1. Find the new customer account in the grid.

2. Click Edit in the Action column.

3. In the menu bar at the top of the page, click Reset Password.

4. Notification is sent to the account owner, with instructions for setting the password.

Button bar

Additional buttons become available when the profile is saved for the first time. To learn more, see Updating a Customer Profile.

Fields

Account Information

Addresses