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- In the CMS, navigate to Users → Website Users.
- Click the Add New User button (top right corner).
In the User Details section, enter the new user's details:
Field Description Email Address (or Login Id) The user's Login ID, usually their email address. 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
Default: ticked. When ticked, a welcome email is sent to the new user. The email contains a link to reset their password.
NOTE - This option will ONLY appear if the password entry mode is selected in 'Send Password Reset Email' in Settings → Feature Settings → User Accounts.
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 upon login. Select from the dropdown list. (For details about what a Role does, see the Roles help page.) Assign Multiple Roles If this user has more than one Role, click to add an another role. Then click 'Assign New Role' and select from the 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 dropdown list.
Every registered user must have a default Customer account. A 'Customer' is typically a business but 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.
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. User Cost Centres These fields apply to Cost Centres for the B2B Customer. Cost centres are used to control and follow a company budget. Not all Customers use Cost Centres.
To save this user, click Save & Exit.
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