Managing Account Users

TABLE OF CONTENTS

Navigate to: Customers > Accounts > Users

In this tab, Administrators can add and manage the users associated with a B2B Account. Znode supports B2B Accounts with three role levels; Administrator, Manager, and User.

The roles "Administrator" and "Manager" have Administrator-level roles and do not have restrictions. Administrators of an account can view all orders placed by associated users. Administrators of a parent account can also view the orders placed by the users of an associated child account.

The role "User" can be configured with three purchasing settings: "Does not Require Approval", "Always Requires Approval", and "Sometimes Requires Approval".

Users Details

Detail

Description

Customer ID

The customer’s ID associated with the Account, used for reference purposes. If unknown, leave blank.

Full Name

Name detail

Phone Number

Phone Number detail

Email ID

The customer’s email address will be the default. Email address can be edited after it is saved.

UserName

Customers UserName Details

User Type

The type of User.

Department

A drop-down list of existing Departments from the Departments tab.

Store Name

Name of the store User belongs to

Pending order History/Order History

Order details can be seen here.

In the case of Role Name: User

Permission Name

Sometimes Requires Approval User can check out if the Order Total is less than the respective Budget Amount detail. If the Order Total exceeds the Budget Amount, the cart can be submitted as a Pending Order. After the Approver (determined by Approval Name detail) approves the Pending Order, the User can complete the Order.


Always Requires Approval User needs the Approvers permission (determined by Approval Name detail) each time a purchase is made. During checkout, the "Checkout" button is replaced with an option to submit the cart as a Pending Order. Pending Orders are sent to the Approver after the cart is submitted. After the Pending Order is approved, the User can create an Order from the approved Pending Order.

Never Requires Approval User does not require approval from the Administrator/Manager to purchase Products.

Approval Name

Drop-down with Admin and Manager of respective Department detail

Budget Amount

This is the Users per transaction purchasing allowance. If Order Total exceeds the Budget amount, the cart will be submitted as a Pending Order. Pending Orders are sent to the Approver after the cart is submitted. After the Pending Order is approved, the User can create an Order from the approved Pending Order.

  • Administrators can use Tools to manage Users; Enable, Disable or Reset Password

  • Reset passwords will be emailed to the Users Email Address on file.

Add User

Note: After a User is created, Admins can directly manage a Users Quote and Order History using the Manage buttons.

  1. Add new User details

  2. Save progressing using the "Save button

Edit User

  1. Edit User details

  2. Save progressing using the "Save” button

Delete User

Note: Once this action is performed the user will be deleted completely from the system.

  1. Delete the User Details

  2. The page reloads with a confirmation message.

  3. The account is deleted.

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