Clienteling: Creating Users

Procedure

  1. Navigate to the Admin > CRMS Users page.
  2. Select clienteling user type.
  3. Click Add.
    This opens the Create Clienteling User page.
  4. Fill in the following:
    • First Name : the first name that is used to identify and greet this clienteling user.
    • Last Name : the last name that is used to identify and greet this clienteling user.
    • Email Address : this must be a valid email address for this clienteling user. It is this email address that CRMS typically uses to send confirmation emails.
    • Password : create a unique password for this clienteling user.
    • Re-enter Password : confirm the new password.
    • Select Stores : associate this clienteling user with selected stores so that the clienteling user’s actions are linked to a selected store for reporting and analytical purposes.
  5. Click Done.
    Note: You can also add clienteling users through file. Please refer to Create Users via File Import.