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Your website might target purchasers that are B2C (consumers), B2B (busi= ness), or both. Unless your site permits unregistered users to purchase wit= hout creating an account (Guest Users), all website users are registered an= d associated with one default Customer account, and perhaps to additional Customers= as well. They will also be assigned one or more Roles. These largely determine what they can= view and do on your website.
While B2C users generally self-register on the website, B2B users are of= ten set up by your eCommerce Team (or they may partially self-register and = await approval).
NOTE - Some of your staff members will also be register= ed Website Users, so that they can perform various administrative, account-= keeping and customer service tasks.
On this page:
- In the CMS, navigate to Users =E2=86=92 W= ebsite Users.
- Click the Add New User button (top right corner). = ;
In the User Details section, enter the new user's d= etails:
Field Description Email Address (or Login Id) The user's Login ID, usually their= email address. Notify Email Address (Displays only if Login ID = is not an email address)
If a login ID is not an email address, = a Notify Email Address field automatically displays and an= email address must be entered.
Send New User Created Email
Default: ticked. When ticked, a welcome email is sent to the new user. T= he email contains a link to reset their password.
NOTE - This option ONLY appears if the password e= ntry mode is selected in 'Send Password Reset Email' = (Settings =E2=86=92 Feature Settings =E2= =86=92 User Accounts).
First Name The user's first name. Surname The user's last name. Contact Phone The user's contact phone number.= td> Initial Role The user's initial Role upon login= . Select from the dropdown list. (For details about what a Role does, see t= he Roles help page.) Assign Multiple Roles If this user has more than one = Role, click to add= an another role. Then click 'Assign New Role' and select from the dropdown= list. Repeat as needed.
TIP - When the user is logg= ed into their account, they can easily switch to each Role.
Default Customer Account= strong> Select the Customer Code from t= he dropdown list.
Every registered user must have a default Customer account.= A 'Customer' is typically a business but there should at least be on= e Customer Code to be used for an individual B2C user.
Disable User Account Default: OFF. Toggle ON to deactiv= ate (but not delete) the user. If a user account is disabled, the user will= not be able to log into the site. Account Administrator Default: OFF. Toggle ON to grant the user access to User Maintenance (if= present on the menu). This will allow the user to create other users, and = assign roles and customer codes in accounts they have access to themselves.=
If this is disabled for a user, they will not be able to access User Mai= ntenance.
Change Password a= nd Confirm Change Password Enter the user's password and re-enter to confirm it is correct.
Don't see the Change Password fields?
The two Change Password fields will ONLY appear if the password en= try mode is set to 'Enter Password' in
Settings =E2=86=92 Feature Management =E2=86=92 User =E2=86=92 Use= r Accounts.
Customer Details These fields display only afte= r a new user has been created. Order Limit The maximum order value the user c= an submit on this account (provided their requisition limit is of equal or = higher value). Requisition Limit= The maximum order value the user c= an request for approval on this account. Approval Limit The maximum order value this user = can approve on this account. This applies if the Customer uses order approvals. User Cost Centres These fields apply to Cost Centres for the B2B Customer= . Cost centres are used to control an= d follow a company budget. Not all Customers use Cost Centres. =
To save this user, click Save & Exit.
=
Copy an existing user
To create a new user with the same details in 'default account code', 'i= nitial role', 'customer codes' and 'associated approval limits' as an exist= ing user, that user can be copied. (These details can be edited if needed.)=
- In the CMS, navigate to Users =E2=86=92 W= ebsite Users.
- Use Search to find the user you want to copy.
<= /li>- Click the Copy button for the user.
- In the 'Add User' page, add and edit details of the new user.
= li>- To save the changes, click the Save & Exit bu= tton.
Apart from the user's default Customer account, the User can be linked t= o additional Customer accounts.
- In the CMS, navigate to Users =E2=86=92 Websit= e Users.
Use Search to find the user and then click = Edit.
Click Add New Account.
Enter Customer Details as follows:
Field
Description= span> Customer Code The additional Customer account the user will ha= ve access to. Order Limit The maximum order value this user can submit on = this account (provided their requisition limit is of equal or higher value)= . Requisition Limit The maximum order value this user can request fo= r approval on this account. Approval Limit The maximum order value this user = can approve on this account. Budget (Displays only if User Budgets= is active.) See User Budget help= . To save your changes, click Save & Exit.
- In the CMS, navigate to Users =E2=86=92 W= ebsite Users.
- Use Search to find the required user and then click
Edit.- Click the Assign Multiple Roles button. &nbs= p;
- If they have multiple roles already, go to the Roles section and click = Assign New Role.
- Select the required role from the dropdown list.
- To save your changes, click Save & Exit.
If Auto Part Registration is enabled, a B2B user who registers for a log=
in on your website will need to be reviewed and approved by the eCommerce T=
eam. Until then, the user is partially registered. This means the user exis=
ts in the system but cannot login to your website.
- In the CMS, navigate to Users =E2=86=92 W= ebsite Users.
- User Search to find the user you wish to approve, eith= er by name, email address, or customer code.
- To approve the user without reviewing details, click the Approv= e User button. This will approve the user and trigger the welcome = email to be sent.
- To review the user's details before approving, click Edit.
- The user's details page will load. Check and correct user information a= s required. You can edit any of these details and assign additional Roles a= nd Customer accounts if required.
- To approve the user, click the Save & Approve butt= on at the top of the screen. This will approve the user and trigger the wel= come email to be sent.
The process of resetting a user's password depends on the mode active on= your site. You can check the mode by navigating to the User Accoun= ts feature: Settings =E2=86=92 Featu= re Management =E2=86=92 User, = then click Configure.
- Navigate to Users =E2=86=92 Website Users= .
- Use Search to find the required user and then click
Edit.- Hover on the Options button and select Reset P= assword.
- In the popup dialog box, click OK to confirm the reque= st.
- If the request is successful, a popup confirmation message will display= to inform you that a password reset email has been sent.
- Navigate to Users =E2=86=92 Website Users= .
- Use Search to find the required user and then click
Edit.- In the Change Password and Confirm Change Pass= word fields, enter and re-enter the new password.
- To save the changes, click Save & Exit. =
An Administrator can remove a user's account. If the user has active ord= ers, the user cannot be deleted.
1. Go to E-Commece =E2=86=92 Users =E2=86=92= Website Users.
2. Use Search to find the user and click = Delete.
3. You will asked to confirm your deletion request. Click = OK.
4If the user has active orders, then they cannot be deleted until these = orders have been finalised.