Create Customer
In your ERP Next dash, go to : Selling>Customer>Create new customer
Enter details like name, type and email etc – once saved this will create a contact in CRM
Create User
go to: Users and Permissions>User>Create new user
Enter email, first name and last name, uncheck “send welcome email” – once saved this will create a contact in CRM – by default a new user will be type “website user”
Click on the created user and add a password under “change password”
Apply permissions to user
Click on the user created and scroll down to roles – check the “customer” checkbox – save.
Add website user to the customer
Go to: CRM>Contact and pick the website user created – scroll down to “reference” and add row
Link document type is “customer” then pick the relevant customer – save
To check this
go to:Selling>Customer>pick the customer and scroll down to “Address and contact” – you should see that the webuser contact has been added.