Configuring a Guest User

TABLE OF CONTENTS

Navigate to: Accounts & Users > Guest Users > “Manage” Action

Administrators can edit the details of an existing guest user from Manage action. A user account can be created from the guest user’s details in the General Settings tab by adding a Username. 

Guest User accounts have several tabs which Administrators can use to manage and view key information related to the guest user:

General Settings

User Detail

Description

Store Name

This field indicates the name of the Store where the respective guest user has placed the order.

User Name

This field will be empty for guest users.

Email Address

This field indicates the email address of the guest user.

External ID

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

First Name

First Name of the Guest User.

Last Name

Last Name of the Guest User.

Phone Number

Contact information of the Guest User

Account

This field should be empty for Guest Users.

Viewing Guest User Addresses

Administrators can view addresses for the guest user from this section.

Viewing Guest User Orders

This section references Orders. If you are looking for additional information on this topic, see Orders.

Administrators can view the order placed by the guest user from this section.

Viewing Associated Profiles

Administrators can view the Profile associated with the guest user from this section.

Managing Order Notes

Administrators can add notes for a guest user account from here.

Detail

Description

Note Title

Enter a title for your note.

Note Body

Enter the description for the notes.

Add Note

  1. Add Note details

  2. Save progress using the "Save" button

  3. The page reloads with action confirmation

  4. New Notes are now added.

Edit Note

  1. Edit Note details

  2. Save progress using the "Save" button

  3. The page reloads with action confirmation

  4. Notes are now edited

Delete Note

  1. Click the “Delete” icon

  2. Page reloads with action confirmation

  3. Notes are now deleted

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