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Overview

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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 e-commerce buyer within a customer account.

Instructions

Go to Setup > Users and click

this article, you will learn how to create unique usernames and passwords for e-commerce buyers under their customer account.

Tip

User Roles: Admin and Sales Manager.

Info

 If you need to add more than 20 E-Commerce Users, please contact our support team for assistance with bulk user creation.

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Create an E-Commerce Customer

To enable e-commerce purchases, sellers must create unique usernames and passwords for each customer. You can also create multiple users for one customer.

To create an E-Commerce user, do the following instructions:

  1. Go to Setup and select Users.

  2. Click on the "customer" link.

Then click "
  1. Click on the

green 
  1. Add E-Commerce User

"
  1.  button.

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Type in the information requested (customer, email, user name and login)
  1. Add a customer. You can

associate the
  1. add more than one customer to an E-Commerce user

to a different Customers accounts for those users that works for different Customers
  1. .

 
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Once you click on "Save" the
  1. Add the email, username, and email address.

  2. Click on Save.

The system will automatically send an email invitation to your customer with instructions, username, and

the

password needed

to login into

for their

e

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.
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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

Info

If you work with different customers, you can link your E-Commerce account with a different customer's account. This allows for easier management of your work across various clients.

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Multi-Company Customer Users

When adding a customer user who already uses Komet with other companies, consider the following:

  • For new Customer users, the login will be the email address by default

.This login
  • and cannot be modified by Administrators. 

  • This login is linked to other companies and allows

the user
  • the user to reset the

password when needed and to login
  • password when needed and to log in to other companies working with Komet.

Only the user the login belongs to
  • If a password reset is necessary, only the user who has logged in will be able to

reset his password if needed
  • carry out the process.

  • When creating a

new Customer user
  • 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
  • the user finishes the activation process. This link is for

the user

The users will see the next screen when login and has more than once Customers and Companies:

FALTA FOTO

 

Tip

You can create multiple users for the same customer. Only Admin and Sales Manager roles can add E-commerce users.

 

 

 

 
  • the user to be able to confirm his intention to work with the company.

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  • When creating a user who already exists in the system, a confirmation window will appear, as seen in the following image:

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Add Customers to an Existing E-Commerce User

If you want to add more customers to an existing user, do the following instructions:

  1. Go to Setup and select Users.

  2. Click on the "customer" link.

  3. Search the user you are modifying.

  4. Click on Edit from the Actions column.

  5. Add the customers in the Customer field.

  6. Click on Save.

Info

Users associated with multiple companies can select the seller e-commerce they want to see. The Company name is before the Customers name. To learn how to change companies, read Change Company.

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