You can allow customers to register for immediate access (limited to the pricing and rules of a specific Customer Group), or allow them to submit a Request for an Account. This is controlled by the settings in Web Settings > Customer Settings > Customer Registration
You can specify a Default Customer Group Assignment for new Registration/Requests, and specify if the Registration Requires Approval before they can login.
Account Request Emails
Registration Requests has 4 emails that can be triggered including a notice to administrators of a new request, and notification of pending/accepted or denied access. These emails will be configured in Module 6: Emails & PDFs.
The Registration Form by default will have the following fields:
- First Name
- Last Name
- Email Address
- Street Address
In Web Settings > Customer Settings > Customer Registration you can enable or disable Require Address during Registration.
You can make fields like Company, First Name, Telephone etc... required or not in Customers > Attributes
You can add any field to the registration form such as Tax ID Number, Upload for Reseller Certificates, or even simple questions using Customer Attributes. Learn more about Customer Attributes Here.
Updated 8 months ago