Website guest / customer / portal user

Question

I am trying to understand the difference between a customer and a portal user. If a website visitor places an order on the website, the visitor is added as a customer, but unless the visitor explicitly sign's up on the portal a user id is not created for this customer. Wonder what the design thinking is. would it not make sense to add this customer automatically as a portal user that would enable them to return and sign in on their next visit?

Martin Temmink · Accepted Answer

mh, not sure if this helps.

I changed the behaviour of this by:

go-to settings
go-to general settings.
*Activate* the customer portal
*Allow* external users to sign up
Template user for new users created through signup /choose/ (*template-users*)

now the system creates a portal user when someone sign-on.
and will automatically go to the portal after creating the portal users (log-in automatically)

I/f this answers your question, then please give my a *thumbs up* vote/.

Fnordbedarf · Answer

@Hariharan Gopalan, a portal user must not necessarily be a customer. in example, this person could be an external free lancer working on projects and such. Also, not every customer may want to be closely attached to the company and use the portal to have a look at her sales orders and so on.

These are use-case-wise thoughts. Design-wise, I do not know.

Workhour Group · Answer

What make sense is portal user who enter details should automatically become customers. It doesn't make sense that they'll have to register again to become users.

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