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1.1. Authentication

Verifying the identity of a user is an important step in the checkout process. If the user is not logged in when checking out, the system will prompt for authentication. The user then has three options:

1. Log in with an existing account

If the user already has an account, they can authenticate by logging in with their email address and password. If the user forgets their password, they can retrieve it by clicking the Forgot password? link. Email instructions will be sent to them, explaining how to update their account. Once they are logged in, any items that were in the shopping cart will still be there. However, some of the pricing information may be updated, based on the pricing schedule defined for their customer type.

2. Create an account

If the user does not have an account but wants to create one, they can start the process by selecting the Create new account link. A new page will appear for the user to fill out their contact information. Once the information is submitted, the user will receive an email confirmation. Depending on how you've implemented the with instructions for how to verify their account. Once the user verifies their account, they will be able to complete the checkout process.

3. Checkout without an account

If you've configured your portal to allow purchases by guest users (i.e., anonymous users), they can do so by submitting an email address and clicking the CHECKOUT WITHOUT AN ACCOUNT button. Guest users do not need to verify their email address in order to complete the checkout process.