Configuring a User Profile

TABLE OF CONTENTS

Navigate to: Accounts & Users > User Profiles > “Manage” Action

The "Manage" action reveals three tabs, "Profile Catalog", "Shipping Methods", and "Payment Methods". Using the "Manage" action, Administrators can associate one catalog, shipping methods, and payment methods for users that are associated with the user profile.

Associate Catalog to User Profile

  1. Associate a new Catalog using the "Associate" button from the "Profile Catalog" tab.

  2. Select Catalog to associate, then "Save"

  3. The page reloads with action confirmation.

  4. Association is now complete.

Note: Only one catalog can be associated with the User Profile.

Associate Shipping Methods to User Profile

  1. Add Shipping Methods using the "Associate Shipping" button from the "Shipping Methods" tab.

  2. Select Shipping to associate, then "Save"

  3. The page reloads with action confirmation.

  4. Association is now complete.

Associate Payment Methods to User Profile

  1. Add Payment Methods using the "Associate Payment Method" from the "Payment Methods" tab

  2. Select Payment Methods to associate, then "Save"

  3. The page reloads with action confirmation.

  4. Association is now complete.

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