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  1. In the CMS, navigate to UsersWebsite Users.

  2. Use Search to find the user and click Edit.

  3. In the Edit User page, the current default Customer account is displayed in Default Customer Account. To change it, select an alternate from the dropdown list.   

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    titleDon't know the Customer Code...

    1. As Administrator, login to your website.

    2. From the Account Selection menu, select Customer Maintenance.

    3. In the Search For box, enter one or more letters and numbers and click Search.


    3. The Customers matching the search criteria will be listed. Find the correct one.




  4. To save this change, click Save & Exit. If the new default Customer account did not exist in the Customer Details section, it will be added upon saving.  

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    titleClick here to see an example...


Delete a default Customer from a user

Customer Codes assigned to a user can be deleted by ticking the Delete? checkbox in the Customer Details section when editing the user.

IMPORTANT - A default Customer Account cannot be deleted. Change the default Customer account and then delete the old default Customer.
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