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Overview
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In order to allow your customers to purchase items via the e-commerce feature you must create individual user names and passwords for each e-commerce buyer within a customer account. |
Instructions
Go to Setup > Users and click on the "customer" link. Then click on the green "Add E-Commerce User" button.
- Type in the information requested (customer, email, user name and login). You can associate the E-Commerce user to a different Customers accounts for those users that works for different Customers.
FALTA FOTO - Once you click on "Save" the system will automatically send an email invitation to your customer with instructions, username and the password needed to login into their e-commerce account.
- For the users with multiple Customers accounts assigned, they will have a pop up displaying the different Customers after enter the user and password. Choose the Customer to work on and the system will log in that account.
FOTO - To change the Customer go to the Change Company link and select the new customer that you want to work on.
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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.
The users will see the next screen when login and has more than once Customers and Companies:
FALTA FOTO
Tip |
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You can create multiple users for the same customer. Only an Admin role and Sales Manager roles can add E-commerce users. |
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