Registration Process
Default B2B user registration process:
1. When your website is enabled for B2B user registration, there will be a link for trade visitors to register in the Login modal window.
2. The visitor fills in a form and includes:
- Contact Name
- Customer Code (NOTE - If this field is not mandatory, the new user is created against the default customer code. This is usually the public B2C customer. It can be changed manually.)
- Company
- Password
- Customer Account Code
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Extra fields can be added to the B2B Registration page. Contact Commerce Vision Support for assistance. |
3. Depending on settings, the visitor is either immediately registered and can log in to their account on your website , or if User Approval is enabled, must wait until they have their registration has been reviewed and approved by the an Account Administrator.
4. If User Approval (Auto Part Registration) is enabled, the Administrator will receive an email indicating Account Administrator is alerted that a Customer has registered for trade access. The user will receive an email informing them is notified that their registration is subject to approval.
5. If the user is approved, they will receive an email indicating their account has been stating their registration is approved and they can proceed to now login.
Add user approval step
Enable user approval
If Auto Part Registration is enabled, a B2B user who registers for a login on your website will need to be reviewed and approved by the eCommerce Team. Until then, the user is 'review and approve' step for Admin is added so a new customer user application can be checked. When a new user submits the form, they are partially registered. This means the user exists they exist in the system but cannot login to your website. they cannot log in yet. In the user's Edit User page, the Disable User Account is toggled ON.
To add a this user approval step to the registration process:
- In the CMS, navigate go to Settings → Feature Management → User.
- Toggle ON Auto Part Registration.
Approve a user
If user approval is enabled, the Administrator will receive internal notification email address entered receives an email that a B2B user has registered.
NOTE - This email's content can be edited in is rendered by the B2B Registration Approval Required Widget. Thiscan accessed via the Content menu:
- Content → Emails → B2B Registration Approval Required Email → B2B Registration Approval Required Email
- Template
- (CMS Administrators only) Settings → Feature Management → Users → Auto Part Registration → Auto Part Registration Feature Settings → B2B Registration Approval Required Email Template button .
CMS Administrators can approve a new B2B user registration.
To approve a user:
- In the CMS, navigate go to Users → Website Users.
- Use the User Search tool to find the user. You can search by email address (from the email notification).
- To approve the user without reviewing details, click the Approve User button.
- , Customer Account, and budget thresholds (Order, Requisition and Approval Limitslimits).
the User's detail page, review the user's details. Change any details if required. TIP - You may need to change the User's RoleTo save, click Save & Exit. The user
will be approved and's account is enabled and they will receive the welcome email.
Info In the user's Edit User page, the Disable User Account toggle is automatically turned off.
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This option prevents applicants in some customer accounts from successfully registering. They will receive an email notification to confirm the unsuccessful registration. This email can be cc'ed to your nominated internal email address as well.
- In Auto Part Registraton settings, scroll down to Registration for Customer Settings.
- Toggle ON Enable Auto Part Registration for Customer.
- To change the rejected email subject, edit Auto Part Registration Rejected Customer Email Subject. Default: User Registration Error
- (Optional) To edit the rejected email template, click B2B User Creation Rejected Email Template. See: B2B Rejected Registration Email
- Click Save or Save & Exit.
Disable Registration for a Customer
By default, all customers are enabled for auto part registration. You can disable or re-enable a customer.
- Click the Enable Auto Part Registration for Customer Maintenance button.
- Use the Search tool to find the customer.
\- To prevent registration of users to this customer account, click Disable.
- The Success message confirms change in status. The Disable button is now greyed.
Edit Unsuccessful Registration Email Template
To edit the message sent when registration is unsuccessful:
- Click the B2B Registration Rejected Customer Email button.
- Scroll down to B2B Registration Rejected Customer Email Content Widget and click Edit. See: B2B Registration Rejected Customer Email Content Widget
Additional Information
Minimum Version Requirements |
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Prerequisites |
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Self Configurable |
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BPD Only? |
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B2B/B2C/Both |
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Third Party Costs |
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