TABLE OF CONTENTS
Navigate to: Customers & Users > 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.
User accounts have several tabs which Administrators can use to manage and maintain key areas necessary for an enterprise-level eCommerce platform, as follows:
This field indicates the store name associated with the user account.
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.
Administrators can disable/enable the user account using this button.
This field indicates the username of the user. This field is editable.
(Note - The Username must be in an email format only).
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.
This field indicates the email address of the user.
External ID or ERP account number used for tracking Customer Users. Leave blank if unknown.
First Name of the User.
Last Name of the User.
Contact information of the User
Administrators can assign, unassign, or change the B2B Account with the user account.
|Send Periodic Emails And Special Offers||Administrators 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.
- Role Type - Administrator
- Role Type - Manager
- 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:
- Accessing user account lists (with limited accessibility)
- The user (with an administrator role) has the capability to get access to the list of users associated with the account on the webstore.
- The user (with an administrator role) is allowed to Disable / Enable the Account and Submit Reset Password Request.
- Accessing the account order section
- The user (with an administrator role) can only view all the orders associated with the account with no managing and editing capability.