Customer accounts provide a way for your customers to view work orders, equipment, and other information that you approve.  The create a customer account, use the Users tool found under Admin Tools.  Press the + Add button to bring up the Add User dialog.



To create a customer account, fill in the form as appropriate and select the Customer role in the Role dropdown. Then, select the customer that the new user will be associated with.  In this example, Amp Equipment was selected.  You can supply a password, or have the Amp Onsite system generate one for the customer. You can check the Send Email checkboxk to have login information sent to the email address associated with the account.