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| Field Name | Field Description |
|---|---|
| EmailAddress* | User ID (in most cases, the User ID is the user's email address) |
| CustomerCode* | Customer account code |
| InitialRole* | Initial user role |
| ApprovalLimit* | Approval Limit. The maximum order limit this user can approve. |
| OrderLimit* | Order Limit. The maximum amount this user can order before approval is required. |
| ReqLimit* | Re Requisition Limit. The maximum maximum amount of an order for this user in this customer account. |
| ApprovalGroup | If approval groups are used for this customer, enter the Approval Group code assigned to this user. |
| ApprovalMinimum | Enter the minimum amount this user can approve. |
| HideInAccountSelect | Enter 'Yes' or 'No'. If 'yes', this customer account will be hidden from selection and account switching when the user logs onto your website. |
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| View file | ||||
|---|---|---|---|---|
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If you're creating one yourself, copy and paste the following header fields into your file.
EmailAddress, CUSTOMERCODE, InitialRole, ApprovalLimit, OrderLimit, ReqLimit, ApprovalGroup, ApprovalMinimum, HideInAccountSelect
Import User ID Changes
The process of bulk importing User ID changes to user records is similar to importing user customers. The required CSV template is provided here or you can create one yourself.
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