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In Customer Self Service (CSS), new Users can be created either using the administration user interface, or via CSV import. This page covers the manual set-up of new Users.
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- 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?
- Each User can have various settings applied (Order dollar limits, who approves orders, etc).
Step-by-step guide
To create a new User:
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| 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. |
| Info |
|---|
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. |
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