Create Users
Prerequisites
Users are assigned to stores so you must have at least one store set up before you can create a user.
Create a new user
1 On the menu bar, choose Users.
2 Click the Add button.
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3 In the top panel of the Profile tab, select the Store or Microstore you want to assign a user to.
NOTE: If you want to give a person access to several stores, you need to create a user instance for each store.
4 Choose a Language in the drop-down list, preferably a language that is supported by the store.
5 In the Title drop-down list, choose a title for the formal salutation. The options depend on the language you just selected for this user.
For example, if you chose English as language, the following title options are displayed:
•Mr.
•Ms.
•Ms./Mr.: if you do not know the gender of the person
For example, if you chose German as language, the following title options are displayed:
•Frau Dr.
•Herr Dr.
•Frau/Herr: if you do not know the gender of the person
•Frau
•Herr
NOTE: The title is only displayed in e-mails if you selected the formal salutation style for the Company.
NOTE: For German, the title is also shown on the storefront when formal is enabled.
6 Enter the user’s name and other personal details:
•E-mail: Enter a valid e-mail address for sending notifications; if you want to use a fake or dummy e-mail address for testing purposes, use the example.com domain (e.g. fakeuser@example.com) to avoid e-mail bouncing and error logs on the StoreCenter server.
•MIS ID: If applicable, enter the ID of a Management Information System (MIS) to ensure the MIS system correctly associates the user reported by StoreFront with the matching user account in its own database. You can also use this field to enter an employee number or another identification code. Otherwise, leave this field empty.
7 Select the Quoting check box if you want to allow the user to generate quotes in the store if the Quoting feature is not selected for the store. See “Quoting”.
8 Select the Tax Exemption check box if a user is exempt from paying sales tax (e.g. users ordering for charities).
9 You can choose one of the following Billable To options:
•User: Orders will be billed to the user and you must complete the user’s details in the Billing Address panel.
•Company: Orders will be billed to the company and the company’s details are displayed in the Billing Address panel; the shopper does not have to pay at checkout.
10 Click Save.
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NOTE: The user profile may also include custom fields. See “Custom Attributes”.
11 The new user is added to the list which mentions the e-mail address, the Creation date and the Last login date. The Last login date is useful for filtering the list of users: see “Filter users”.
A welcome e-mail with logon information is sent to the user in the preferred language, inviting the user to log on to the storefront where he can set a password of his choice. You can specify the sender e-mail address in the Production Settings (see “Production Center”).
12 You can set access labels for this user in the Access Labels tab.
See “Access Labels” for more information about using access labels to control who can see which products on the storefront.
13 You can set approval rights for this user in the Approval tab.
See “Approval Groups” for more information about controlling who can approve orders.
14 Click Save.
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doc. version 6.0.4