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Your website might target purchasers that are B2C (consumers), B2B (business), or both. Unless your site permits unregistered users to purchase without creating an account (Guest Users), all website users are registered and associated with one default Customer account, and perhaps other Customers as well. They will also be assigned one or more Roles, which determine what they can view and do on your website. In addition, some staff members will also be registered Website Users, so that they can perform various administrative, account-keeping and customer service tasks.

While B2C users generally self-register on the website, B2B users are often set up by the your eCommerce Team (or they may partially self-register and await approval). 

Step-by-step guides

Basic Website User Maintenance functions

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Create a new user 

1. In the CMS, navigate to Users → Website Users. 
   
   
2. Click the Add New User button (top right corner). 
   
   

3. Enter In the User Details as follows section, enter the new user's details: 

   Field	Description
   Email Address (or Login Id)	The user's Login ID, usually their email address. However, a login username can also be used
   Notify Email Address	(Displays only if Login ID is not an email address) If a login ID is not an email address, a Notify Email Address field will automatically display and an email address must be entered.
   Send New User Created Email Image Added	Default: ticked. When ticked, a welcome email is sent to the new user. The email contains a link to reset their password. NoteNOTE - this This option will ONLY appear if the password entry mode is set to selected in 'Send Password Reset Email' in Settings → Feature Settings → User Accounts.  Image RemovedImage Added
   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 Role upon login. Select from the options in the dropdown list. (For details of about what a roleRole does, see the Roles help page.)
   Assign Multiple Roles	Click to add additional roles. A 'Roles' section will expand, allowing you to If this user has more than one Role, click to add an another role. Then click 'Assign New Role' and select from the alternate via dropdown list. Repeat as needed. TIP - When the user is logged into their account, they can easily switch to each Role.
   Default Customer Account	Select the Customer Code from the user will default to. dropdown list. Every registered user must have a default Customer account.  A 'Customer' is typically a business but can be there should at least be one Customer Code to be used for  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 and Confirm Change Password	Enter the user's password and re-enter to confirm it is correct. Note title 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. Image Removed
   Confirm Change Password	Re-enter the user's password to confirm.

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   Customer Details	These fields display only after a new user has been created.
   Order Limit	The maximum order value the user can submit on this account (provided their requisition limit is of equal or higher value).
   Requisition Limit	The maximum order value the user can request for approval on this account.
   Approval Limit	The maximum order value this user can approve on this account. This applies if the Customer uses order approvals.

   
   
   

4. To save this user, click Save & Exit. 

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Copy 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 ' as an existing user, that user can be copied. (These details can be edited if needed.) 

1. In the CMS, navigate to Users → Website Users. 
   
   
2. Use Search for to find the user you want to copy.
   
   
3. Click the Copy button for the user. 
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4. In the 'Add User' page, add and edit details of the new user.
   
   
5. To save the changes, click the Save & Exit button.  

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Add additional Customer account to a B2B user

Apart from the user's default Customer account, the User can be linked to additional Customer accounts.

1. In the CMS, navigate to Users → Website Users.
   
   

2. Use Search for to find the user and then click Edit. 
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3. Click Add New Account. 
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4. 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

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   Budget	(Displays only if User Budgets is active.) See User Budget help.

   
   

5. To save your changes, click Save & Exit.

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Add additional Roles for a User

1. In the CMS, navigate to Users → Website Users. 
   
   
2. Use Search for and edit to find the required user and then click Edit. 
   
   
3. Click the Assign Multiple Roles' button button.  
   
   
   
   
4. If they have multiple roles already, go to the Roles section and click Assign New Role.
   
   
   
5. Select the required role from the dropdown and list.
   
   
6. To save your changes, click Save & Exit.

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Approve a B2B User

In part-registration scenariosIf Auto Part Registration is enabled, a B2B user applies who registers 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'.on your website will need to be reviewed and approved by the eCommerce Team. Until then, the user is partially registered. This means the user exists in the system but cannot login to your website. 

1. In the CMS, navigate to Users → Website Users. 
   
   
2. User Search for to find the user you wish to approve, either by name, email address, or customer code.
   
   
3. To approve the user without reviewing details, click 'the Approve User 'button. This will approve the user and trigger the welcome email to be sent. Image Removed
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4. To review the user's details before approving, click 'Edit'. 
   
   
5. The user's details page will load - check . Check and correct user information as required.  
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   Assign additional roles and customer You can edit any of these details and assign additional Roles and Customer accounts if required. 
   
   
6. When you are ready to To approve the user, click the Save & Approve button at the top of the screen. This will approve the user and trigger the welcome email to be sent. 
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Reset a

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User's

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Password

The process of resetting a user's password depends on the mode in use active 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: 

1. Navigate to Users → Website Users. 
   
   
2. Use Search for to find the required user and then click Edit. 
   
   
3. Under 'Options', Hover on the Options button and select Reset Password. 
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4. In the popup dialog box, click OK to confirm the request.
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   A confirmation message advising Image Added
   
   
5. If the request is successful, a popup confirmation message will display to inform you that a password reset email has been sent is displayed on the User Details page,  
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(ii) 'Enter Password' mode: 

1. Navigate to Users → Website Users. 
   
   
2. Use Search for to find the required user and then click Edit. 
   
   
3. In the Change Password and Confirm Change Password field fields, enter a new password.
    Reand re-enter the password in the 'Confirm Change Password' field. 
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4. To save the changes, click Save & Exit. 

Related help

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