User Registration and Onboarding

When new users register on your self-service portal:

• Create a Customer record first to establish the organization

• Create a Contact associated with that Customer for the individual user

• Store the Contact and Customer IDs in your authentication system

• Use these IDs to retrieve personalized information on subsequent visits

Multi-User Account Management

For B2B scenarios where multiple users need access to the same organization:

• Primary user creates the initial Customer and Contact

• Primary user invites colleagues, creating additional Contacts

• Each Contact gets their own login credentials

• Access controls determine what each Contact can view or modify

Contact Information Management

Self-service portals typically allow users to:

• Update their own contact information (name, phone, email)

• Manage shipping and billing addresses

• Set communication preferences

• Verify and update roles and responsibilities