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MultiExcerptNameFeature Overview


Excerpt

In Customer Self Service, a system setting controls Administrators can enable or disable the setting to control whether B2B users can see and track the orders for ALL customer accounts they have access to, or just for those of the account they are currently operating on. This article guides site Administrators in updating the relevant flag to enable or disable this function.in. 


When a user logs into your website, they are taken to their default customer account. However, some users are associated with multiple customer accounts. They can switch to another account while logged in. When a user accesses Order Tracking from the Dashboard menu, you can decide whether they can see all orders from all accounts or just those for the account they are in. 


Step-by-step guide

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To Allow Multiple Account Users to View All Orders:

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allow multiple account users to view all orders:

  1. Login to your website and navigate to Preferences → System Preferences (/zPrefs.aspx).
  2. Click the 'the Browse' tab.
  3. In the 'the Order Search Options' section section, tick the 'the Include all MultiAccount Customer Orders' flag checkbox.
    If this is not ticked, the Order History/Track Orders page will only include those orders for the current account the user is currently in.
  4. Click the 'Update' button to saveTo save, click the Update button.


Additional Information


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MultiExcerptNameAdditional Info


Note

This functionality is not available where Live order enquiries are made, due to speed considerations with the ERP query. Only sites using standard order tracking can enable this function.


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