B2B User Registration

Registration Process

Default B2B user registration process:

1. When your website is enabled for B2B user registration, there will be a link for trade visitors to register in the Login modal window. 

2. The visitor fills in a form and includes:  

• Contact Name
• Customer Code
• Company
• Password
• Customer Account Code

3. Depending on settings, the visitor is either registered and can log in to their account on your website or if User Approval is enabled, wait until they have been reviewed and approved by the Administrator. 

4. If User Approval (Auto Part Registration) is enabled, the Administrator will receive an email indicating a Customer has registered for trade access. The user will receive an email informing them their registration is subject to approval.

5. If the user is approved, they will receive an email indicating their account has been approved and can proceed to login.

Add user approval step

Enable user approval

If Auto Part Registration is enabled, a B2B user who registers for a login 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. 

To add a user approval step to the registration process:

1. In the CMS, navigate to Settings → Feature Management → User.
   
   
2. Toggle ON Auto Part Registration.
   
   

Approve a user

If user approval is enabled, the Administrator will receive an email that a B2B user has registered.

NOTE - This email's content can be edited in Content → Emails → B2B Registration Approval Required Email → APR Approval Required Widget.

To approve a user:

1. In the CMS, navigate to Users → Website Users.
   
   
2. Use the User Search tool to find the user. You can search by email address (from the email notification). 
   
3. To approve the user without reviewing details, click the Approve User button. 
   
4. In the User's detail page, review the user's details. Change any details if required. TIP - You may need to change the User's Role, Order, Requisition and Approval Limits. 
   
   
5. To save, click Save & Exit. The user will be approved and receive the welcome email. 

Enable/disable Auto Part Registration for Customer

This option prevents applicants in some customer accounts from successfully registering. They will receive an email notification to confirm the unsuccessful registration. This can be cc'ed to your nominated internal email address as well.

1. In Auto Part Registraton settings, scroll down to Registration for Customer Settings.
    
2. Toggle ON Enable Auto Part Registration for Customer.
   
   
3. To change the rejected email subject, edit Auto Part Registration Rejected Customer Email Subject. Default: User Registration Error
   
   
4. (Optional) To edit the rejected email template, click B2B User Creation Rejected Email Template. See: B2B Rejected Registration Email 
   
   
5. Click Save or Save & Exit.

Disable Registration for a Customer

By default, all customers are enabled for auto part registration. You can disable or re-enable a customer.

1. Click the Enable Auto Part Registration for Customer Maintenance button.
   
2. Use the Search tool to find the customer.
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3. To prevent registration of users to this customer account, click Disable.
   
   
4. The Success message confirms change in status. The Disable button is now greyed.  
   
    

Additional Information

Related help

• Page:
  B2B User Registration
• Page:
  Create Users to Approve Report
• Page:
  Website User Maintenance for Account Admins
• Page:
  Website User Roles
• Page:
  Website User Maintenance in CMS