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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. Image Modified
   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 Settings → User Accounts. Image Modified
   Confirm Change Password	Re-enter the user's password to confirm.

   
   

    

4. To link the user to additional Customer Codes, click 'Add New Account'. Otherwise, skip to Step 6.

5. Enter Customer Details as follows: 

   Field	Description
   Customer Code	The additional account the user will have access to.
   Order Limit	The maximum order value this user can submit on this account (provided their requisition limit is of equal or higher value).
   Requisition Limit	The maximum order value this user can request for approval on this account.
   Approval Limit	The maximum order value this user can approve on this account.
   Delete?	Tick this option to remove the account from this user.

6. Repeat Steps 4 and 5 as required for additional customer accounts. 
7. Click 'Save & Exit'. 

Approving a B2B user

Once In part-registration scenarios, a B2B user applies for web access, the a login via the website's 'Apply for Access' form. The eCommerce Team then reviews and approves the application.
This process of B2B partial registration is also sometimes referred to as 'Auto Part Registration'.

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