{"title":"Customers and accounts","slug":"customers-and-accounts","url":"https://support.storeconnect.com/articles/customers-and-accounts","url_markdown":"https://support.storeconnect.com/articles/customers-and-accounts.md","subtitle":null,"summary":"Manage customer accounts, support sales interactions, and handle account-level settings in StoreConnect.","type":"Help_Documentation","video_url":"","keywords":"customers, accounts, customer accounts, account management, password, password reset, password complexity, memberships, membership, SMS, text message, campaign, mailing list, lead conversion, deduplication, duplicate contacts, login, log in, Salesforce login, account page, invite customers, register, registration, user accounts, customer portal, B2B, B2C","last_modified":"2026-08-21T07:12:35+0000","body_markdown":"This section covers how to manage customers and accounts in StoreConnect, from inviting customers to sign up through to configuring account-level permissions, pricing, and communications.\n\n## Inviting customers to create an account\n\nCustomers can sign up through a post-checkout prompt, a direct registration URL, or by receiving an invitation email sent from the Salesforce contact record. Click the **Send Invitation** button on the contact record. This triggers an invitation email to the customer and logs it as an activity in the contact record. Once the invitation is accepted, the **Invitation Accepted At** field records the date and time, for example: `dd/mm/yyyy, xx:xx am/pm`.\n\nSee [Invite customers to create an account](invite-contacts-to-create-an-account-on-your-website) for the full setup guide, including session timeout configuration.\n\n## Password management\n\nCustomers can reset their own password from the sign-in page at `/auth/sign_in` (for example, `https://yourstore.com/auth/sign_in`) by clicking **Forgot your password?**, which takes them to `/auth/password/new` (for example, `https://yourstore.com/auth/password/new`). The password reset page is only accessible when logged out. You can also trigger a reset from the Salesforce contact record using the **Reset Password** checkbox. Once a new password is submitted, the **Password Reset At** field on the contact record updates, for example: `dd/mm/yyyy, xx:xx am/pm`. The **Last Login Date** field tracks the contact's last successful sign-in. Logged-in customers can also change their password from their account page at `/account/credentials`.\n\nSee [Reset a customer password](how-to-reset-a-password) and [Enforce password complexity](enforce-password-complexity) for configuration details.\n\n## Logging in as a customer from Salesforce\n\nSalesforce staff can sign in to your store as any customer directly from the contact record using SAML-based authentication. This is useful for support and testing. See [Log in as a customer in Salesforce](log-in-from-salesforce).\n\n## Contact permissions\n\nThe following fields on the Salesforce contact record control what each customer can do when logged in. Select the relevant permissions for each contact based on the access they should have.\n\n| Field | Description |\n|---|---|\n| Authorised to purchase for Account | Allows the contact to place orders charged to the account balance. See [Pay on account at checkout](pay-by-account). |\n| Can use Account Credit | Allows the contact to redeem the account's credit balance at checkout. |\n| Can Use Account Points | Allows the contact to earn and redeem loyalty points. See [How to allow customers to spend loyalty reward points](how-to-allow-customers-to-spend-loyalty-reward-points). |\n| Can use Account pricing | Grants the contact access to the account's assigned price book. See [Account pricing](account-pricing). |\n\n## Account settings\n\nThe following fields on the Salesforce account record control how the account behaves in your store.\n\n### Status\n\n- **Active**: whether the account is active. Inactive accounts cannot place orders.\n- **Credit Hold**: blocks the account from using Pay by Account at checkout, even if the payment method is otherwise enabled.\n\n### Payments and pricing\n\n- **Pay by Account**: enables the Pay by Account payment option for this account. The contact must also have **Authorised to purchase for Account** enabled and the account must not be on credit hold. See [Pay on account at checkout](pay-by-account).\n- **Pricebook**: set on the account to define specific pricing. When **Can use Account pricing** is enabled on a contact, that contact uses the price book assigned to their account. Both settings are required, and the account price book takes precedence over a membership price book. See [Account pricing](account-pricing) for the full setup, how to automate the contact permission, and the order price books are applied in.\n\n### Identity and display\n\n- **Display Name**: an alternate name shown on the storefront, separate from the account's Salesforce Name. Useful when the account name differs from the account name the customer sees.\n\n### Memberships\n\nAccounts can be assigned a membership tier that controls access to restricted pages, member-specific pricing, and membership-scoped promotions. Each account can hold one membership at a time. See [Memberships](memberships).\n\n### Tax exemption\n\nSet the **Tax Entity Code** field to any value other than `TAXABLE` (case-insensitive) to treat the account as tax exempt. Taxes will not be applied to orders from this account.\n\n### Suppliers and brands\n\nThe **Supplier** and **Brand** checkboxes mark accounts for those respective roles. **Supplier Notes** provides a text field for internal notes about a supplier account.\n\n## Deduplication\n\nStoreConnect automatically checks for existing contacts and accounts during checkout to avoid creating duplicates in Salesforce. It matches on email for existing contacts. See [Automated lead conversion to avoid duplication](lead-contact-and-account-deduplication).\n\n## Communications\n\n- **SMS messages**: send SMS messages to customers via a third party integration. See [Sending SMS messages](sending-sms-messages).\n- **Campaign mailing lists**: link Salesforce campaigns to your store so customers can opt in at checkout or from their account page. See [Campaign members and mailing lists](setting-up-campaign-mailing-list).\n\n## Customising the account page\n\nThe customer-facing account page can be extended with custom sections by modifying your store's Liquid templates. See [How to add a custom page to the account page menu](how-to-add-a-custom-page-to-the-account-page-menu)."}