How to create and maintain website users in the CMS
B2C users generally self-register on the site, so there is not much maintenance involved for these users.
B2B users are often created by the eCommerce Team, or they may partially self-register and await approval by the eCommerce Team.
To create a new user:
- In the CMS, navigate to Users → Website Users.
- Click 'Add New User'.
Enter User Details as follows:
Field Description Email Address (or Login Id) Send New User Created Email Note - this option will ONLY appear if the password entry mode is set to 'Send Password Reset Email' in Settings → Feature Settings → User Accounts.
First Name Surname Contact Phone Initial Role Assign Multiple Roles Default Customer Account Disable User Account Account Administrator Change Password Note - the Change Password fields will ONLY appear if the password entry mode is set to 'Enter Password' in Settings → Feature Settings → User Accounts.
Confirm Change Password To link the user to additional Customer Codes, click 'Add New Account'.
Enter Customer Details as follows:
Field Description Customer Code Order Limit Requisition Limit Approval Limit Delete? - Click 'Save & Exit'.
To approve a user who has partially self-registered (also called 'Auto Part Registration'):
- In the CMS, navigate to Users → Website Users.
- Search for the user you wish to approve, either by