User and customer management

User and customer management

Users are the accounts on your website that allow people to login and use the site. Users are also used for sales people, and administrators.
Customers are the synced customer records from your ERP.

User management

We recommend having your customers register using the registration link on your website. This allows them to fill their information and set a password directly.

Creating a new user

  1. From the Administration Index, select Users > Listing 
  2. Click + New on the bottom of the page
  3. Enter the required fields:
    • First Name
    • Last Name
    • Username
    • Email
  4. Enter the optional fields:
    • Company
  5. Select the Role
  6. Enter a password
  7. At the bottom of the page click save
Once the user is created you will need to setup billing and shipping addresses for the user, or attach a customer.

Roles

  • User - standard user, no access to the admin
  • Administrator - has full access to the admin
  • Salesperson - has access to user impersonation, and sales person features if sales person addon present

Activate the User

  1. While viewing the user click Site Access
  2. Check the box for Active
If your website requires user approval you can also check Approved at this time, or come back to approve the user later.

Setup Billing and Shipping Addresses

Adding billing and shipping addresses isn't required if you're adding a customer to the user.

  1. While viewing the user click Billing Address
  2. Fill out the required fields:
    1. Address
    2. City
    3. Country
    4. Region
    5. Postal/Zip Code
    6. Email
  3. At the bottom of the screen, click Save
  4. At the top of the page, click the users name to return to the user
  5. Repeat the process for Shipping Address

Set administrative rights

  1. From the Administration Index, select Users > Listing
  2. Find the entry for the User you wish to edit
  3. Click Edit on the corresponding row
  4. Change the selected value of Role to the new level of rights
  5. Confirm your changes and click Save on the bottom of the page

Reset a password

  1. From the Administration Index, select Users > Listing
  2. Find the entry for the User you wish to edit
  3. Click Edit on the corresponding row
  4. Enter the new password in Update Password
  5. Confirm your changes and click Save on the bottom of the page
  6. Inform the user of the new password through the appropriate channel.

Approve a user

  1. From the Administration Index, select Users > Listing
  2. Find the entry for the User you wish to edit
  3. Click Edit on the corresponding row
  4. Click on Site Access
  5. Ensure that Active is checked
  6. Click on Approved
  7. If user needs to be informed click Send Approval Email
  8. Confirm your changes and click Save All on the bottom of the page

Exporting users

  1. From the Administration Index, select Users > Listing
  2. Click the Export button on the bottom of the page
  3. Click the Run Export button on the bottom of the dialog box

Importing users

  1. From the Administration Index, select Users > Listing
  2. Click the Import button on the bottom of the page
  3. Click Browse... in the Data Import dialog box
  4. Find your csv file and click Open
  5. Click Close on the Import Complete dialog box

Customer management

Assign a customer to a user

  1. From the Administration Index, select Users > Listing
  2. Find the entry for the User you wish to edit
  3. Click Edit on the corresponding row
  4. Click on Assign Customers
  5. Enter the customer of the user in Search Customers...
  6. Click on the autocomplete value for your code
  7. Click Add +

Managing bill-to associations

  1. From the Administration Index, select Users > Listing
  2. Find the entry for the User you wish to edit
  3. Click Edit on the corresponding row
  4. Click on Assign Customers
  5. Find the entry for the customer you wish to use
  6. Click Customize under Bill To in the corresponding row
  7. Find the address you wish to user
  8. Check Is bill to? in the corresponding row
  9. Confirm your entries and click Save All on the bottom of the page

Managing ship-to associations

  1. From the Administration Index, select Users > Listing
  2. Find the entry for the User you wish to edit
  3. Click Edit on the corresponding row
  4. Click on Assign Customers
  5. Find the entry for the customer you wish to use
  6. Click Customize under Ship To in the corresponding row
  7. Find the address you wish to user
  8. Check Is ship to? in the corresponding row
  9. Confirm your entries and click Save All on the bottom of the page

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