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Create a retail user

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This article applies to:CertCapture

Create users that can add customers and collect exemption certificates in your retail locations. Retail users can be created after you create a location. Only Admin users can create Retail users.

Steps

  1. In CertCapture, go to Settings > Account Settings > Manage Users.
  2. Select Add User.
  3. Enter the user's information, and select Retail as the User Role.
  4. Select Add User Account. 
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