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AudienceView Unlimited Product Guides

Customers can create online accounts where they can manage their tickets to upcoming events, accept or decline offers, store a saved payment method among many other things.

 

From time to time, customers may ask you to create online users for them. You can customers online access using the Customer|Users page.

To create an online customer through the Desktop:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.
If necessary, create a customer.

2.Search for and select the customer.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select the Users tab.
The Customer|Users page appears.

4.Click 'Add User'.
The Edit User section appears.

5.Complete the following fields:

User Name: The username the contact will use to log in online. Online usernames must be unique. When an existing user name is entered, the system suggests alternate usernames. These options could include combinations of the first and last names, along with numbers.
If the system is configured to force users to use an email address or phone number as their username, you will only be able to add one online user to the customer.

Language: Select the customer's preferred language.

Password: Enter a temporary password.

Confirm Password: Enter the temporary password again.

6.Click 'Apply'.
A window confirms that the customer was updated.

7.Click 'OK'.

8.Provide the customer with his/her user name and temporary password.
When the customer logs in for the first time, they will be prompted to create their own password.