While B2C users generally self-register on the website, B2B users are often set up by the eCommerce Team (or they may partially self-register and await approval).
Step-by-step guides
Basic Website User Maintenance functions
Creating a new user
- In the CMS, navigate to Users → Website Users.
- Click the Add New User button.
Enter User Details as follows:
Field Description Email Address (or Login Id) The user's Login ID, usually their email address. However, a login username can also be used. Send New User Created Email Default: ticked. When ticked, a welcome email is sent to the new user. The email contains a link 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.
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. (For details of a role, see the Roles help page.) Assign Multiple Roles Click to add additional roles. A 'Roles' section will expand, allowing you to click 'Assign New Role' and select the alternate via dropdown. Repeat as needed. Default Customer Account Select the Customer Code the user will default to. A 'Customer' is typically a business but can be an individual B2C user. Disable User Account Default: OFF. Toggle ON 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 Default: OFF. Toggle ON to grant the user access to User Maintenance (if present on the menu). This will allow the user to create other users, and assign roles and customer codes in accounts they have access to themselves. Change Password Enter the user's password.
Don't see the Change Password fields?
The two Change Password fields will ONLY appear if the password entry mode is set to 'Enter Password' in Settings → Feature Management → User → User Accounts.
Confirm Change Password Re-enter the user's password to confirm.
Click Save & Exit.
Copying an existing user
To create a new user with the same details in 'default account code', 'initial role', 'customer codes' and 'associated approval limits, you can copy an existing user. (These details can be edited if needed.)
- In the CMS, navigate to Users → Website Users.
- Use Search for the user you want to copy.
- Click the Copy button for the user.
- In the 'Add User' page, add and edit details of the new user.
- To save the changes, click the Save & Exit button.
Adding multiple accounts to a B2B user
In the CMS, navigate to Users → Website Users.
Search for the user and then click Edit.
Click Add New Account.
Enter Customer Details as follows:
Field
Description Customer Code The additional Customer 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. Click Save & Exit.
Adding multiple accounts to a User
- In the CMS, navigate to Users → Website Users.
- Search for and edit the required user.
- Click the Assign Multiple Roles' button.
- If they have multiple roles already, go to the Roles section and click Assign New Role.
- Select the required role from the dropdown and click Save & Exit.
Approving a B2B User
In part-registration scenarios, a B2B user applies for 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'.
- In the CMS, navigate to Users → Website Users.
- Search for the user you wish to approve, either by name, email address, or customer code.
- To approve the user without reviewing details, click 'Approve User'. This will approve the user and trigger the welcome email to be sent.
- To review the user's details before approving, click 'Edit'.
- The user details page will load - check and correct user information as required.
- Assign additional roles and customer accounts if required.
- When you are ready to approve the user, click Save & Approve. This will approve the user and trigger the welcome email to be sent.
Resetting a user's password
The process of resetting a user's password depends on the mode in use on your site. You can check the mode by navigating to the User Accounts feature: Settings → Feature Management → User, then click Configure .
(i) 'Send Password Reset Email' mode:
- Navigate to Users → Website Users.
- Search for the required user and click Edit.
- Under 'Options', select Reset Password.
- In the popup box, click OK to confirm the request.
- A confirmation message advising that a password reset email has been sent is displayed on the User Details page,
(ii) 'Enter Password' mode:
- Navigate to Users → Website Users.
- Search for the required user and click Edit.
- In the Change Password field, enter a new password.
- Re-enter the password in the 'Confirm Change Password' field.
- Click Save or Save & Exit.
An Administrator can remove a user's account. If the user has active orders, the user cannot be deleted. 1. Navigate to Users → Website Users. 2. Search for the user and click Delete. 3. You will asked to confirm your deletion request. Click OK. 4(i). If the user has active orders, then you will not be able to delete that user until the active orders have been finalised. (ii). If the user has no active orders, the user's account will be deleted from the system.Deleting a user's account
Related help
