Customer Accounts as they apper in the Customers tab.
**Customer Accounts** allow online retailers to incentivize customers to return to their stores for future purchases. By signing up for an account on your store website, customers can save their billing and shipping information to simplify future orders.
Customer Accounts can also view past purchase history and opt into any newsletter or promotional benefits.
***
## Register Accounts
To guide customers through this process, follow either of these processes:
**When on the website**:
1. **Click** the sign-in button and choose Create an Account.
2. **Enter** the required details and click sign-up.
3. **Follow** the email confirmation steps.
4. **Click** Go to Sign In.
5. **Enter** credentials and click Log-In.
**During Checkout**:
1. **Select** the New Account tab.
2. **Enter** account details and click Create Account.
3. **Follow** the email confirmation steps.
4. **Click** Go to Sign In.
5. **Enter** credentials and click Log-In.
***
## Edit Accounts
Editing Customer Account details in the Customer tab.
Once created, you can assist customers in managing their accounts using the **Customer tab** edit feature. However, for security purposes, customers must handle any email changes.
To do so:
1. **Select** the desired customer.
2. **Click** the Edit button.
***
### Customer Activity Status
You can set an activity status for customer accounts depending on account usage or customer request.
To do so, go to the Customer tab of the Navigator Window, then**:**
1. **Select** the customer**.**
2. **Click** the Edit button.
3. **Select** current status.
4. **Press** Return.
***
### Customer Notes
Notes in a customer account.
Customer notes offer a place to put any additional information related to the customer account.
To add notes:
1. **Select** a customer.
2. **Click** edit.
3. **Enter** note.
4. **Click** done.
***
## Tax Exemption
Some customers may have a tax exemption status. You can apply this to customer accounts in several ways depending on your connected services.
### Tuplo Basic
To assign a tax-exempt code when using Tuplo Basic:
1. Request proof of the customer's tax exemption status.
2. Find their customer account in Tuplo Studio.
3. Click edit.
4. Activate the Tax Exempt checkbox.
5. Enter the customer's government-issued tax code and a name to help identify the exemption.
6. Click save.
7. Click done to finish editing the customer account.
{% hint style="info" %}
**Quick Tips!**
Tuplo Basic offers a general approach to managing customer tax exemptions. When assigning tax exemptions this way, follow proper business practices. If you are unsure of a customer's exemption status, please contact a reputable tax authority or assistance.
{% endhint %}
***
### Avalara Tax Services
An additional asset window becomes available, listing tax exemption codes when using Avalara tax services.
To **apply** tax codes when using Avalara tax services:
1. **Find** the desired customer account.
2. **Click** edit.
3. **Activate** the Tax Exempt checkbox.
4. **Confirm** that the customer has provided proof.
5. **Select** from the list of exemption statuses.
6. **Click** save.
7. **Click** done to finish making changes.
***
## Group Accounts
Group Account Dashboard
After customers successfully create an account, they can request a group account. Group accounts can be used for companies that make frequent purchases from your store, offer organizations the option to manage purchases and settings through multiple users, or allow family members to simply order together.
{% hint style="info" %}
**Quick Tips!**
This feature holds vast potential for custom logic, so if you are interested in a tailored group account feature for your website, contact our support team today.
{% endhint %}
***
### Applying for Group Accounts
As mentioned, customers must register an account on your website before they can request a group account.
To do this:
1. The customer **logs in** to their account.
2. **Navigate** to the Group Account link in the dashboard footer.
3. **Enter** the requested information.
4. **Click** Submit to complete their application.
Then, the request is sent to you to perform your review process and provide approval or denial for the application.
***
### Review Applications
After customers submit an application for a group account, a blue bell icon appears the next time you navigate to your Customers tab. This indicates that you have one or several group account applications awaiting review.
To **review** applications:
1. **Click** the blue bell icon to open the Application Review Window.
2. **Review** the information entered and apply standard practices to confirm the request's legitimacy.
3. Then either:
* **Click** Approve if you deem the request to be legitimate.
* **Click** Deny to reject the application.
Once the application is approved, the customer who submitted it will see a change in their dashboard the next time they log into their account. As they are the only user, the system automatically assigns them as the current Admin for the group account.
***
### **Inviting Additional Users**
Admins can invite additional users to the group and give them admin privileges.
To do so:
1. **Navigate** to the Users section in their dashboard.
2. **Click** the InviterUsers+ button.
3. **Enter** the name and email of the invited user.
4. **Indicate** if they should receive admin permissions.
5. **Click** Add to send the invitation.
After the invited user accepts the invitation sent to their email, they will appear as a user entry in the table above.
***
### Removing Users
Admins can remove a user from the group by performing the following steps.
1. **Locate** the desired user in the added user table.
2. **Click** the Remove button.
3. **Confirm** the action.
***
### Adjusting Admin Status
Any user added to the group can be assigned admin status. Multiple admins can be created as needed, but each group requires at least one.
To adjust the admin status for a user:
1. **Locate** the desired user from the added user table.
2. **Click** edit.
3. **Activate** or **deactivate** the admin checkbox.
4. **Click** Update to finish.
***
## Guest Accounts
**Guest Accounts** occur when customers progress through a purchase without signing up for an account. Once the transaction is complete and they have received their products, guest accounts expire.
{% hint style="info" %}
**Quick Tips!**
Incentivizing customers to create an account with you is a great way to increase repeat customers and develop marketing campaigns.
{% endhint %}
***
## Video Tutorial
{% embed url="" %}
---
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