Prerequisites
- Admin role access to your tenant.
- A sense of how you want customers to come in. Self-serve is the default for marketing-driven acquisition; invites and manual creation are for hand-built accounts.
Path 1: Self-serve registration
Every tenant has a public registration URL that lets anyone create an account without being invited. You just need to share it.Step 1: Find your registration URL
Registration lives athttps://<your-subdomain>.juiced.com/app/register (or /app/register under your custom domain if you’ve set one up). For a tenant with subdomain fresh-squeeze, the URL is https://fresh-squeeze.juiced.com/app/register.
Step 2: Customize the registration experience
Navigate to Settings → Registration Page in the left sidebar (/manage/<tenant>/customer-registration-settings). Four fields control what signups see:
| Field | What it does |
|---|---|
| Campaign Banner Text | Small text above the main headline. Good for aligning the page with a specific ad campaign (“Spring Lead Bonus — Sign Up Today”). |
| Account Creation Headline | The main call-to-action on the form. Defaults to “Create your user account.” |
| Consent Links | A list of links (name + URL) that must be accepted via checkbox before signup completes. Use for Terms of Service, Privacy Policy, DPAs, etc. |
| Require consent links on login | When enabled, the same consent links also appear on the login page and must be re-accepted before existing users can sign in. |
Step 3: Understand the signup flow
When a customer hits the URL, they see a two-step flow:- Create an account — name, email, password. They become a user in the system but don’t have a business yet.
- Set up your business — business name, billing email, phone, address, country (US, Canada, or Australia), state/province, and postal code. Plus any consent checkboxes you’ve configured.
Customer record is created, the user is auto-joined with Customer Admin role, and they land on the customer dashboard with Active status but Exhausted funding (they need to add payment/deposit before they can bid or buy).
Self-serve registration is always on — there’s no toggle to disable it. If you need invite-only access, don’t publish the registration URL. The page is technically still reachable, but customers can’t find it without the link.
Path 2: Invite a user to an existing customer account
Use invites when you want to add a new teammate to a customer account that already exists — for example, the billing contact signed up and now wants to add their ops manager.Step 1: Open the customer’s Invites tab
Click Customers in the left sidebar, click the customer you want to add a user to, then click the Invites tab at the top of the detail page. The URL is/manage/<tenant>/customers/<customer>/invites.
You’ll see a table of pending invites (email + invited date), or No invites if there aren’t any yet.
Step 2: Create the invite
Click New invite in the top-right. A modal opens asking for a single field:- Email — required. Where the invite link is sent.
/app/invite/customer/<invite-uuid>) and emails it to the address you entered. The invite appears in the table with the invited date.
Step 3: What the invitee sees
The recipient clicks the link in the email and lands on the invite acceptance page:- New user (email not yet registered) — prompted to set a name and password. On submit, they’re created as a user and auto-joined to the customer with Customer User role (not admin).
- Existing user (already has an account with that email) — auto-joins the customer immediately, no password step needed.
Step 4: Manage pending invites
Back on the Invites tab, each row has actions to resend the email or revoke the invite. Revoking immediately invalidates the signed URL — if the recipient clicks it after that, they see an expired-invite error.Path 3: Create a customer manually as an admin
Use manual creation when you’re setting up an account on behalf of someone — onboarding a hand-sold customer, migrating from a previous system, or creating test accounts.Step 1: Open the create form
Click Customers in the left sidebar, then New customer in the top-right (/manage/<tenant>/customers/create).
Step 2: Fill in the customer details
The form has four sections:- Basic Info — Name, Business Email, Phone (optional).
- Contact Info — Street address, Apt/Suite, City, Country (US/CA/AU), State, ZIP code. Used for billing and location-based filters.
- Status — Pause Account toggle (paused customers can’t bid or receive leads) and Can access bidding toggle (gates whether they see the bidding UI at all).
- Auto Recharge Settings — Optional auto-recharge rules for account balance, configured at creation or later. See Customer finances for the full walkthrough.
- Bidding Limits — Optional per-category caps (covered in Setting up bidding).
Step 3: Save the customer
Click Create. The customer lands with Active status and Exhausted funding — same as a self-serve registration, they’ll need a deposit before they can buy.Step 4: Invite users to the new account
Manually-created customers don’t have any users attached. Open the customer’s Invites tab (Path 2 above) and send an invite to the person who should access the account.What happens next
Regardless of how a customer was created:- Funding — They land with Exhausted funding status. The next step is for them (or you) to add a deposit so they can start bidding. See Managing customer finances.
- Bidding — Once funded, they can set up bids under Bids in the customer panel. See Setting up bidding.
- Notifications — Customer admins can add notification contacts under Account → Contacts in the customer panel — useful because by default only the registering user gets notifications.
- Tracking — For self-serve signups, check the customer’s overview page for the Registration URL field to see which campaign they came from.