ECommerce - Accounts - Customer Profile - Users

The Users tab in your Customer Profile displays the list of users that are associated or linked to your customer account. All users in the directory display the following information about their account:

  • User Name
  • First Name
  • Last Name
  • Email Address
  • Relationship

Adding a User

To add a User to your customer account, click the Add Users button (+) found at the bottom of the page. This will bring up the Add User Account window.

The Add User Account window contains the updated list of Users. Here, you can choose which user you want to assign to a particular customer. You can select from the list provided or if you’re looking for a specific user, you can search for the account by using the following search filers:

  • Username
  • First Name
  • Last Name
  • Email
  • Account Type

These filters can be used individually or in a specific combination to help make searching fast and easy. To restore the list to its default display after searching, just remove the search terms you typed on the fields you used.

Once you’ve selected a user, you will be prompted to choose a Relationship Type.

You can choose from the following:

  • Account Owner
  • Account User
  • Representative
  • Sales Person

After making your selection, click the Finish button on the lower right corner of the window to add your new user.

Creating a New User

The Select Account window also gives you the ability to create a new user to add to your list. By enabling you to create one directly through this feature, you don’t have to open your Users feature separately just to create a new user.

To create a user, click the Add (+) button found on the upper right section of the window.

This will bring up the User Add window.

This window contains the following details which you need to fill up:

  • User Name
  • First Name
  • Last Name
  • E-mail
  • Home URL - The page where your user will be directed to after logging in.
  • Source ID

The User Add window also has an Activation tab which contains the following settings:

  • Login Activated - User will be required to log in.
  • Login Disabled - User will not be required to log in.
  • Cannot Change Password - User cannot change his/her password.

Just check the appropriate setting for the user account you’re creating. Once you’re done, click the Save button.

 

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