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Link a user to a Contact

When a new user signs up to an exPub website on behalf of a company or as a personal customer, the user is automatically connected to the Contact (also referred to as Customer) entity in the CRM. This ensures that all orders made when logged in as this user will be linked to the correct Contact.

As a company might have several contact persons that should be able to order, we need to link the user to the Contact manually. To do this, follow these steps.

  • Register the user either in admin or in the front-end registration form.
  • In Admin area, open link on Menu -> Modules -> Contact
    Modules: Contact

A user can only be linked to one contact.
Multiple users can be linked to one Contact (coming soon)