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Overview

 

Excerpt

In order to allow your customers to purchase items via the e-commerce feature you must create individual user names and passwords for each account.

 

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, user name and login). You can also add some notes if necessary.

           

 

  • Once you click on "Save" the system will automatically send and email invitation to your customer with instructions, username and password needed to login into their e-commerce account.
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Multicompany 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 the login belongs to 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 for the 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.

Tip

You can create multiple users for the same customer. Only an Admin role can add E-commerce users.

 

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