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In order to allow your customers to purchase items via the e-commerce feature, you must create individual usernames and passwords for each e-commerce buyer within a customer account. You can create multiple users for the same customer. Only Admin and Sales Manager roles can add E-commerce users. Roles enabled to perform this action: Admin, Setup. (from Seller company).

Instructions

  1. Go to Setup > Users and click on the "customer" link. Then click on the green "Add E-Commerce User" button.
  2. Type in the information requested (customer, email, username, and login). You can associate the E-Commerce user to a different Customers account for those users that work with different Customers. 
  3. Once you click on "Save" the system will automatically send an email invitation to your customer with instructions, username, and password needed for their E-commerce account.


Multi-company Customers Users - Information

When creating a new customer user that already works with other companies that use Komet, the below must be considered:

  • For new Customer users, the login will be the email address by default.
  • This login cannot be modified by Administrators. 
  • This login is linked to other companies and allows the user to reset the password when needed and to login to other companies working with Komet.
  • Only the user to which the login belongs, will be able to reset his password if needed.
  • When creating a new Customer user, the system will send an email with an activation link association. By default, the account will not be activated until the user finishes the activation process. This link is for the user to be able to confirm his intention to work with the company.
  • If a user already exists on the system, a confirmation window will appear while creating them:

The users will see the next screen when they log in and has more than one Customer company icon. The Company name is before the Customers name.

 

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Tip: To change the company go to the Change Company link and select the new company that you want to work on.