In Customer Self Service (CSS), new Users can be created either using the administration user interface, or via CSV import. This page covers the basic set-up of new Users.
Overview
- Each User is assigned a unique login (normally in the form an of email address).
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| Field Name | Description |
|---|---|
| First Name | The User's first name. |
| Surname | The User's surname. |
| User Email Address | The User's email address. This will also be the User's login/ID. |
| Deactivate User Account | When ticked, disables the User's account. Deactivated Users cannot log in. |
| Password | The User's initial password. |
| Confirm Password | The User's initial password (repeated). |
| Initial Role After Login | The role the User will operate on once they have successfully logged in. |
| Order Limit | The upper limit dollar amount the User is permitted to order. |
| Orders Approved By | When the User places orders exceeding their Order Limit, this is the User who should approve those orders. |
| Account Administrator | When ticked, grants access to 'Advanced/Extra User Maintenance' on the Administrator's role. Account Administrators are able to set up and maintain other Users. |
To edit or delete a User after initial set-up, navigate to 'User Maintenance' on the 'Accounts' or 'Customers' menu.
| Info |
|---|
To create large numbers of new Users, it may be more efficient to perform a bulk upload via CSV import. For further information on this function, contact Commerce Vision SupportThere is a system setting to toggle whether a confirmation is requested when deleting a User. This setting is called 'Show Confirm On Grid Delete/Remove' and is found under the 'General' Tab in 'Settings'. |
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