Use this page to view, edit, add and delete storefront users. You can also set up user specific features like approvals, visibility groups, payment groups, and pricing groups.
Manage Store Users
On this overview screen you will see a list of all users for the store. You can use the search feature or sort the columns to find a specific user.
You can add a new user by clicking the Add a User button in the upper right corner. When clicked, the system will take you to the Invite or Create New User screen.
In the Action column you have the options to:
-
Log in to Store as Users - Click the Login icon (
) to log in to the store as the selected user. This feature is helpful when needing to trouble shoot an issue a storefront user might be encountering.
- Edit Store User
-
Delete Store User - Click the Delete icon (
) to delete a specific user. The system will prompt you with a message to confirm the action.
Edit Store User
Click the Edit icon () to edit an existing User.
Use this page to edit details related to an individual User's information and set features like Order Approval and User Grouping for the user.
Users Basic Information
This section is the main information needed to create a storefront user.
- First Name - *Required
- Last Name - *Required
- Email Address - *Required
- Alternate ID - Optional
- Account Number - Optional
User Shipping & Billing Address
The user's shipping and billing address can be entered by an Admin, or the user can enter this information on the storefront during checkout.
All fields listed below are the same for both the Shipping and Billing addresses.
- Shipping/Billing Address Type - *Required
- Shipping/Billing Title - Optional
- Shipping/Billing First Name - *Required
- Shipping/Billing Last Name - *Required
- Shipping/Billing Organization Name - Optional
- Shipping/Billing Address 1 - *Required
- Shipping/Billing Address 2 - *Required
- Shipping/Billing City - *Required
- Shipping/Billing Country - *Required
- Shipping/Billing Zip Code - *Required
- Shipping/Billing Phone - *Required
- Shipping Billing Notes - Optional
User Features
Video: Adding Users to a User Group
| 1 |
Approval Level If the user is going to be an Approver for store orders, then the Approval Level will need to be set. Click the drop down list and select the level of approval this user will be responsible to authorize. The Approval Levels are set up in the Store Admin > Users > Order Approval screen. |
| 2 |
Approver For This User If the user will need approval to submit an order on the storefront then this section will need to be completed.
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| 3 |
User Grouping: Select Product/Category Visibility User Group If the user needs to see products on the storefront that are part of a product visibility group, then the visibility user group will need to be selected. Click the drop down list and select the visibility group for the user. The Product Visibility Groups are set up in Store Admin > Products > Product Visibility Group Codes. |
| 4 |
User Grouping: Select Payment Method User Group If the admin needs to limit which payment methods a user can use on the storefront, then the Payment Method User Group needs to be selected. Click the drop down list and select the payment group for the user. The Payment Method User Groups are set up in Store Admin > Payment Methods > Payment Method Group Codes. |
| 5 |
User Grouping: Select Pricing User Group If a user is going to receive special pricing on certain products, then the Pricing User Group needs to be selected. Click the drop down list and select the pricing group for the user. The Pricing User Groups are set up in Store Admin > Products > Product Pricing Group Codes. |
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