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Create customer account

The Customer Account Creation feature enables platform administrators to invite external customers to join the system. Once invited, customers can register, access shared resources, and begin collaboration.

Customer accounts are managed from the Industry icon of the navigation menu. Administrators initiate the invitation, and customers complete their registration through a secure email link.

Quick Check - Before You Start
  • Use an administrator account with access to the Industry invite panel
  • Have the customer’s valid email ready; invitations are single-use and expire
  • Choose Customer (not Supplier) before sending so the correct registration flow is used

Steps to Invite a Customer

  1. Navigate to the bottom-left corner of the side menu bar.
  2. Click the Industry icon to open the invite Customer/Supplier management panel.
  3. In the panel, select Customer to specify the account type.
  4. Enter the customer's Email Address in the input field.
  5. Click Send Invite to issue the registration invitation.

B2B Customer Account

Email Requirements

Ensure the email address is valid and belongs to the intended recipient. Invitations are one-time use and will expire after a set period.

What Will the Customer Do?

  1. The customer receives an email invitation to join the platform.
  2. Click the registration link, which will redirect them to the registration form.
  3. The customer completes the registration form, entering required information.
  4. Upon submission, the customer account is automatically added to the Customer List within the system.
Automated Workflow

Once registered, customers can immediately begin interacting with the system based on the permissions and roles configured during onboarding.

Troubleshooting

Why didn’t the customer receive the invitation email?

Wrong addresses, spam filtering, or corporate mail rules can block the message before it is read.

Steps to resolve:

  1. Re-check the email address typed in the invite panel
  2. Ask the customer to search Spam or Junk and allowlist the sender domain if needed
  3. Send a new invite after the prior one expired or was consumed by mistake
The customer says the registration link is invalid—what happened?

Each invitation is one-time use and time-limited; reusing or forwarding old links often fails.

Steps to resolve:

  1. Issue a fresh invitation from the Industry panel
  2. Ask the customer to open the link in the same browser session without sharing it to others first
  3. Confirm they are completing customer registration, not supplier signup, if multiple invite types exist in your process
The customer registered but we cannot find them in the Customer List—where should we look?

Successful submission should add them automatically; delays usually mean the flow was not finished or the wrong company context is selected.

Steps to resolve:

  1. Ask the customer to confirm they submitted the full registration form after clicking the link
  2. Refresh the Customer List or log out and back in as an admin
  3. Verify you are viewing the correct Industry / customer list for your tenant; contact support if duplicates or merge issues are suspected