In Customer Self Service (CSS), new Users can be created either manually, or via CSV import. This page covers the manual set-up of new Users.
Overview
- Each User is assigned a unique login (normally in the form an of email address).
- Each User must be associated with an ERP Debtor Code.
- A User can have access to many Debtor Codes, or be associated with just one.
- i.e. A branch manager will access one code, a national manager will access all codes etc (can be configured as wildcards)
- Each User must be assigned a Role (or even multiple Roles)
- ?User Settings?
Step-by-step guide
To create a new User:
- Login as an Administrator.
- Navigate to 'Account Selection' (on the menu under 'Customers' or 'Accounts').
- In the Search box, enter the Customer Code or Name the new User will be associated with.
- Select the correct record using the radio button to the left of the Customer Code field.
- Click the 'Users' link at the bottom of the table. A list of current users for that Customer Code will be displayed.
- Click the 'New' link at the bottom of the table. The 'User Details' fields will now become editable.
- Populate each field as detailed in the legend below.
- Click 'OK' to save.
| Field Name | Description |
|---|---|
| First Name | |
| Surname | |
| User Email Address | |
| Deactivate User Account | |
| Password | |
| Confirm Password | |
| Initial Role After Login | |
| Order Limit | |
| Orders Approved By | |
| Account Administrator |
To create large numbers of new Users, it may be more efficient to perform a bulk upload via CSV import. See LINK for further information on this function.
