Prerequisites:
Access to the main portal.
A secondary email address for testing the customer sign-up
e.g. youremail+test@yourdomain.com*
Instructions:
Navigate to Customer Creation:
In the left-hand pane of the portal, click on "Customers."
Select "Create a new customer."
Enter Customer Details:
Fill in the required information for the new customer.
Invite the Customer:
Once the customer profile is created, click "Invite customer."
Enter the designated secondary email address
e.g. my.name+daasportal@mycompany.com* to send the sign-up invitation.
Access the Customer Invitation:
An email containing the new customer sign-up link will be sent to the inbox of the secondary email address provided *
Sign Up as the Customer (Important Considerations):
Use a Different Browser Profile: To avoid cookie-related issues, open the customer sign-up link in a different browser profile than the one used for your primary portal access. Alternatively, use an incognito/private browser window or a different browser altogether.
Copy and Paste Link: Copy the sign-up link from the invitation email and paste it into the address bar of the new browser profile/window.
Sign Up Method: When signing up as the customer, don't use the Microsoft option. Use Email account sign-up for your test customer account:
Accept Terms and Conditions:
As the new customer, you will be prompted to sign the terms and conditions.
Simultaneous Access (Optional):
You can now have both your primary administrative account and the newly created customer account open simultaneously in different browser profiles/windows.
This allows for real-time observation of how changes made in the administrative portal (e.g., adjusting margins in the catalogue) are presented and experienced from the customer's perspective.
* Note on Email Plus Aliasing: Many email systems support "plus aliasing." This feature allows you to add a plus sign (+) followed by any combination of letters or numbers before the @ symbol in your email address (e.g., yourname+test@example.com). Emails sent to this modified address will still be delivered to your regular inbox (yourname@example.com). This is useful for creating unique email addresses for different services or testing purposes without needing to create entirely new email accounts. The text after the + can often be used to filter or identify emails.