# Customer Account/Trade Management

# Creating a Trade Account for a Customer

#### Overview

If a customer does not currently have a trade account on your website, you can create one through Ncompass. Once created, the customer will be able to access the website using their new login details.

#### Instructions

1. In Ncompass, go to **Customers > Enquiry**.
2. Find the relevant customer.
    
    
    - If the customer does not exist, create a new customer record first.
3. Select the **Web Login** button, as shown in the image below.
    
    [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-07/scaled-1680-/KsG0Y4fgNRXDgV3m-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-07/KsG0Y4fgNRXDgV3m-image.png)
4. In the **Customer Web Accounts** window, click **Create New**.
5. Set **Account Type** to **Website**.
6. Under **New Account Options**, select **Create New Login On Website**.
7. Enter the customer’s email address.
8. Add a note if required for future reference. This is optional.
9. Click **Save**.
    
    [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-07/scaled-1680-/peHcgv3cqz8MPboC-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-07/peHcgv3cqz8MPboC-image.png)

#### Result

The customer’s website account will be created automatically after you save the record, provided the website integration supports this functionality.