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1. In the CMS, navigate to Users → Website Users. 
   
   
2. Click 'Add New User'. 
   
   
   

3. Enter User Details as follows: 

   Field	Description
   Email Address (or Login Id)	The user's Login ID, usually their email address.
   Send New User Created Email	Tick this option to send a welcome email to the new user, which also contains a link for them to reset their password. 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	The user's first name.
   Surname	The user's last name.
   Contact Phone	The user's contact phone number.
   Initial Role	The user's initial role upon login. Select from the options in the dropdown list.
   Assign Multiple Roles	Click to add alternate roles for the user. A 'Roles' section will expand, allowing you to click 'Assign New Role' and select the alternate via dropdown. Repeat as needed.
   Default Customer Account	The Customer Code the user will default to.
   Disable User Account	Tick this option to deactivate (but not delete) the user. If a user account is disabled, the user will be unable to login to the site.
   Account Administrator	Tick this option to grant the user access to User Maintenance (if present on the menu). This will allow the user to create other users, assigning roles and customer codes that they have access to themselves.
   Change Password	Enter the user's password. Note - the two Change Password fields will ONLY appear if the password entry mode is set to 'Enter Password' in Settings → Feature Management → User → User Accounts.
   Confirm Change Password	Re-enter the user's password to confirm.

   
   
   

4. Click 'Save & Exit'. 

Copying an existing user 

You can copy an existing user, to create a new user with the same details in 'default account code', 'initial role', 'customer codes' and 'associated approval limits'. (These can be changed if needed.) All you have to do is add the new user's email address and contact information.

1. In the CMS, navigate to Users → Website Users. 
   
   
2. Use Search for the user you want to copy.
   
   
3. Click the Copy button for the user. 
   
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4. In the 'Add User' page, add and edit details of the new user.
   
   
5. To save the changes, click the Save & Exit button.  

Adding multiple accounts to a B2B user

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