====== Create a Web Account for a Contact ======

===== The Process =====

The following steps outline the process of creating and authorizing a Web Account from an existing Contact card in Dynamics NAV.

After the Web Account has been created, the respective customer will be able to sign in to [[https://v500-demo.selectsolutions.net|https://your-ecommerce.com]], browse the product catalog with "their" pricing presented, and place orders on behalf of the respective Customer.

**Step 1:**

Navigate to the Contact List in Microsoft Dynamics NAV, and look up the person you wish to authorize.

Depending on your scenario, you can select either a particular person (indented under their company) or a company record (displayed in bold).

**Step 2:**

On Actions tab, click **Web Account**.

The system will check whether the Web Account has already been created for this Contact. If there is already a Web Account, the Web Account Card will be opened. Yet since we are creating a new Web Account, the following dialog will be presented:

{{:docs:customer_management:auth-contact-1.png?nolink|}}

Clicking **Yes** will automatically create a Web Account based on the information present on the Contact Card, and the following dialog will be presented:

{{:docs:customer_management:auth-contact-2.png?nolink|}}

Clicking **Yes** will generate the initial password for the new Web Account and the next dialog will offer to instantly e-mail the welcome message to the person, including the e-commerce site URL and account details.

{{:docs:customer_management:auth-contact-3.png?nolink|}}

Clicking **Yes** will compose the e-mail message [[admin:e-commerce_setup:e-mail_templates|according to the template]] you have set up, and present the standard Dynamics NAV e-mail dialog:

{{:docs:customer_management:auth-contact-4.png?nolink|}}

You can alter the e-mail text if neccessary, or click **OK** leaving the //Edit in Outlook// checkmark placed, which will open the e-mail in your Microsoft Outlook, where you edit and send the e-mail at your convenience. If you do not have Microsoft Outlook installed, clicking OK with //Edit in Outlook// checkmark removed will send the e-mail using the Dynamics NAV Server. Alternatively, click **Cancel** to skip sending the welcome e-mail.

You have now successfully authorized the contact, and the person may sign in at [[https://v500-demo.selectsolutions.net|https://your-ecommerce.com]].

**Step 3 (optional):**

Clicking **Web Account** again will now open the Web Account card, where you can review and fine-tune the account details, e.g. assign the //View Financials// permission, which was not enabled by default.

{{:docs:customer_management:auth-contact-51.png?nolink|}}

===== Comments and Troubleshooting =====

  * When authorizing a Contact, the automated process described above expects the Contact to be linked to a Customer by the means of Dynamics NAV standard Business Relationships functionality. In case it is not, the following error message will be displayed, and you should either click **Create as - Customer** first in order to create a customer card as per your Dynamics NAV setup, or [[docs:customer_management:create_manual|create the Web Account manually]].

{{:docs:customer_management:auth-contact-comment-1.png?nolink|}}

  * It is mandatory that at least the following fields are filled on the linked Customer card for the Web Account creation to succeed:
    * Name
    * Gen. Bus. Posting Group
    * VAT Bus. Posting Group
    * Customer Posting Group