Give Customers Access to My Account
Follow these steps in NetSuite to give your existing customers access to My Account:
-
Enable Customer Access and Online Ordering, if needed. See Enabling Commerce Access Features.
-
Create a specific Customer Center role for your website by customizing the Customer Center role. See Create the Website Customer Center Role.
-
Assign the custom Customer Center role you created in Step 2 to every customer you want to be able to log in and use My Account.
-
Go to Lists > Relationships > Customers and click Edit next to the customer you want to give My Account access.
-
Go to the Access subtab.
-
From Role, select the custom Customer Center role.
-
Click Save.
-
-
For customers that are registered as a company:
-
Go to Lists > Relationships > Customers and click Edit next to the customer you want to give My Account access.
-
Go to the Access subtab.
-
Create or edit a contact.
-
Check the Give Access box.
-
Confirm the email and assign the custom Customer Center role that you created in Step 2.
-
Click Save.
-
For future customers, set the custom Customer Center role as the default role so new customers automatically get access to My Account when they register on your site. See Lists subtab and follow the process to set the default customer role for your website.