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Create and maintain Website Users in the CMS. Functions include: Creating a new User, Copying an Existing User, Adding a multiple accounts to a B2B user, Adding multiple accounts to a User, Approving a B2B User, Resetting a User's Password, Deleting a User's account. |
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).
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In the CMS, navigate to Users → Website Users.
Search for and edit the required user.
Click 'Add New Account'.
Enter Customer Details as follows:
Field Description Customer Code The additional 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. Delete? Check this box to remove the account from this user.
Adding multiple accounts to a
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User
- In the CMS, navigate to Users → Website Users.
- Search for and edit the required user.
- If the user currently has just one role, you'll see an 'Assign Multiple Roles' button - click that.
- 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
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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'.
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