In Customer Self Service (CSS), new Users can be created either using the administration user interface, or via CSV import. This page covers the basic 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).
- Each User can have various settings applied (Order dollar limits, who approves orders, etc).
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 | The User's first name. |
| Surname | The User's surname. |
| User Email Address | The User's email address. This will also be the User's login/ID. |
| Deactivate User Account | When ticked, disables the User's account. Deactivated Users cannot log in. |
| Password | The User's initial password. |
| Confirm Password | The User's initial password (repeated). |
| Initial Role After Login | The role the User will operate on once they have successfully logged in. |
| Order Limit | The upper limit dollar amount the User is permitted to order. |
| Orders Approved By | When the User places orders exceeding their Order Limit, this is the User who should approve those orders. |
| Account Administrator | When ticked, grants access to 'Advanced/Extra User Maintenance' on the Administrator's role. Account Administrators are able to set up and maintain other Users. |
To edit a User after initial set-up, navigate to 'User Maintenance' on the 'Accounts' or 'Customers' menu.
To create large numbers of new Users, it may be more efficient to perform a bulk upload via CSV import. For further information on this function, contact Commerce Vision Support.
