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  1. In the CMS, navigate to Users → Website Users
  2. Click 'Add New User'. 
  3. Enter User Details as follows: 

    FieldDescription
    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 SettingsFeature SettingsUser Accounts.

    First NameThe user's first name.
    SurnameThe user's last name.
    Contact PhoneThe user's contact phone number.
    Initial RoleThe user's initial role upon login. Select from the options in the dropdown list.
    Assign Multiple RolesClick 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 AccountThe Customer Code the user will default to.
    Disable User AccountTick 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 AdministratorTick 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 Management User Accounts.

    Confirm Change PasswordRe-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: 

    FieldDescription
    Customer CodeThe additional account the user will have access to.
    Order LimitThe maximum order value this user can submit on this account (provided their requisition limit is of equal or higher value).
    Requisition LimitThe maximum order value this user can request for approval on this account.
    Approval LimitThe 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'. 

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The process of resetting a user's password depends on the mode in use on your site. You can check by navigating to Settings → Feature SettingsManagement, and clicking 'Edit' on Configure the User Accounts feature. 

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