Creating a new customer account
This functionality is only available to staff members with Sana manager accounts.
- Log into your already authorised Sana account at www.claygate.co.uk/admin
- Select the customers dropdown menu in the left pane and click "Shop accounts"
- Click on the down arrow next to search to expand the search box
- Using the account number provided in the sign-up email, search for the customer
- If the email address the customer wants to use is not in the list, click the "Add new shop account" button above the search box
- Complete the required fields, if the customer is a national (Travis, City, Plumbase, Jewsons, UKPS) then ensure they CANNOT order products online by ticking the disable ordering field.
- Once all the required fields and sliders have been set, click the dropdown next to save changes, click "Save changes & send confirmation email"
