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Configuring General User Settings

TABLE OF CONTENTS

Navigate to: Customers > Users > General Settings tab

Administrators can edit the details of an existing user from Manage users. Also, it can create a new user.

Note: Users must create new accounts using only General Information details. After the User has been saved, Administrators can add additional settings and options located in the Users tabs via the "Manage" action.

General Settings

User accounts have several tabs which Administrators can use to manage and maintain key areas necessary for an enterprise-level eCommerce platform, as follows:

User Detail

Description

Store Name

This field indicates the store name associated with the user account.

Sales Rep

Administrators can associate Sales Rep with the User account from here.

Note - One User account can be associated with only one Sales Rep account. This is irrespective of the number of records available for one User account on the Users list page.

Disable/Enable Account

Administrators can disable/enable the user account using this button.

Username

This field indicates the username of the user. This field is editable.

(Note - The Username must be in an email format only).

Reset Password

Administrators can send a reset password link to the respective user's email address so that he/she can reset a new password for his/her account.

Email Address

This field indicates the email address of the user.

External ID

External ID or ERP account number used for tracking Customer Users. Leave blank if unknown.

First Name

First Name of the User.

Last Name

Last Name of the User.

Phone Number

Contact information of the User

Account

Administrators can assign, unassign, or change the B2B Account with the user account.

Notes - 

  1. Whenever any type of order (normal Order or Quote or Pending Order or Pending Payment) is created for a user whose account is associated with a B2B Account, the relation of the B2B Account will get saved along with the order so that when any changes are made to such type of orders or when B2B Account is changed for the respective user (for whom the order was created), still the initially associated Account relation will persist.

  2. When a Pending Payment is converted to Pending Order the B2B Account that was associated with the Pending Payment order will be associated with the converted Pending Order irrespective of the B2B Account the user (for whom the Pending Payment was created) is associated with during conversion.

  3. When a Pending Order or Quote is converted to an Order the B2B Account that was associated with the Pending Order or Quote will be associated with the converted Order irrespective of the B2B Account the user (for whom the Pending Order or Quote was created) is associated with during conversion.

  4. When a Return is created for an Order the B2B Account that was associated with the Order will be associated with the Return irrespective of the B2B Account the user (for whom the Order was created) is associated with during creation.

Send Periodic Emails And Special OffersAdministrators can enable a setting from this section that sends emails to the customers for special offers. If any user enables this setting from the webstore then it automatically reflects in the admin application as well. By default, the value is set to "false"
Send SMS Notifications

Administrators can enable a setting from this section that sends notification SMS to the customers. If any user enables this setting from the webstore then it automatically reflects in the admin application as well. By default, the value is set to "false"

Role-Based User Addresses

Administrators can assign Users to an existing B2B account. There are different roles under an account with which a user can be associated to. There are three roles under an account in Znode and existing users can be associated with these accounts with different roles. Following are the types of roles available in Znode. 

  1. Role Type - Administrator
  2. Role Type - Manager
  3. Role Type - User

 If a user has an Administrator role, only then the user can edit or add the address from the webstore. In other cases, the add/edit buttons are hidden.

Apart from managing the address from the webstore, there are some additional accessibilities for such users: 

  1. Accessing user account lists (with limited accessibility)
    1. The user (with an administrator role) has the capability to get access to the list of users associated with the account on the webstore.
    2. The user (with an administrator role) is allowed to Disable / Enable the Account and Submit Reset Password Request.
  2. Accessing the account order section
    1. The user (with an administrator role) can only view all the orders associated with the account with no managing and editing capability.

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Managing & Configuring Users