User Maintenance via CMS

How to create and maintain website users in the CMS

B2C users generally self-register on the site, so there is not much maintenance involved for these users. 

B2B users are often created by the eCommerce Team, or they may partially self-register and await approval by the eCommerce Team.

To create a new user: 

1. In the CMS, navigate to Users → Website Users. 
2. Click 'Add New User'. 

3. Enter User Details as follows: 

   Field	Description
   Email Address (or Login Id)
   Send New User Created Email	Note - this option will ONLY appear if the password entry mode is set to 'Send Password Reset Email' in Settings → Feature Settings → User Accounts.
   First Name
   Surname
   Contact Phone
   Initial Role
   Assign Multiple Roles
   Default Customer Account
   Disable User Account
   Account Administrator
   Change Password	Note - the Change Password fields will ONLY appear if the password entry mode is set to 'Enter Password' in Settings → Feature Settings → User Accounts.
   Confirm Change Password

4. To link the user to additional Customer Codes, click 'Add New Account'.

5. Enter Customer Details as follows: 

   Field	Description
   Customer Code
   Order Limit
   Requisition Limit
   Approval Limit
   Delete?

6. Click 'Save & Exit'. 

To approve a user who has partially self-registered (also called 'Auto Part Registration'):

1. In the CMS, navigate to Users → Website Users.  
2. Search for the user you wish to approve, either by