Important

We are updating the images for OroCommerce version 6.1 to align with the latest changes in the back-office design. During this transition, some images may still show older versions. Thank you for your patience as we work to update all visuals to reflect these changes.

Create an Account 

To create a new account:

  1. Navigate to Customers > Accounts in the main menu.

  2. Click Create Account.

    Create an account

  3. Provide the following information:

    • Owner — Limits the list of users that can manage the account to users whose roles allow managing accounts assigned to the owner (e.g., the owner, members of the same business unit, a system administrator, etc.). By default, the user creating the account is selected as the owner.

    • Account Name — The name used to refer to the account in the system.

    • Description — Details or a short description of an account record.

  4. To add a contact, click +Add in the Contacts section.

  5. Click Save.