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Overview
 

For Best Practice Design websites, the Commerce Vision CMS features new layout templates, widgets, and web-based product and category maintenance. It also links to all of the existing (legacy) administration pages, such as Settings, Menu Editor, and Preferences.

User maintenance in the CMS is split between 2 groups: Website users & CMS users. This article will guide you through creating a new CMS user for your website.

Before creating a new CMS user, it is important that the user exists as an Administrator on the Website. As long as the CMS User and Website user share the same email address, the link will be automatic and the Administrator's experience with both interfaces will be seamless. Follow the guide below to create both the Website Administrator and CMS User logins. 

 

Step-by-step guide

First, create the user as a Website Administrator: 

  1. Login to the CMS.
  2. Navigate to Users → Website Users. 
  3. Click Add New User.
  4. Populate the user's Name and Email Address fields.
  5. Assign an Account code
  6. Set the Initial Role to 'Website Administrator'.
  7. Click Save & Exit.

 

Next, create the CMS user: 

  1. In the CMS, navigate to Users → CMS Users.
  2. Click Add New User. 
  3. Populate the required fields, ensuring that:
    • User Name does not contain spaces or special characters.
    • Email = the same email address used at Step 4 above, when the Web Admin user was created. 

  4. The Organisation ID field should be pre-filled with your organisation name. There is no need to edit. 
  5. Click Add New Site and select the website from the Site Name drop-down list.
    • If the user will require access to multiple sites (e.g. Live and Stage), repeat the above step. *Remember, the user will need an Administrator login on each website you add here.*
  6. Click Save & Exit. 
  7. Click either the confirmation message or the 'Manage Roles' button to configure the user's CMS roles.

  8. Tick 'Administrator' and any other applicable roles, and click Save. 

 

Important Tip

Have the user login to the website with their Administrator credentials before attempting the first CMS login. This is so that access can be validated and legacy pages will load correctly once the user logs into the CMS.



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