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In |
Instructions
Go to Setup > Users and clickthis article, you will learn how to create unique usernames and passwords for e-commerce buyers under their customer account.
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If you need to add more than 20 E-Commerce Users, please contact our support team for assistance with bulk user creation. |
Table of Contents
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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:
Go to Setup and select Users.
Click on the "customer" link.
Click on the
Add E-Commerce User
button.
Add a customer. You can
add more than one customer to an E-Commerce user
.
Once you click on "Save" the
Add the email, username, and email address.
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.
For the users with multiple Customers accounts assigned, they will have a pop-up displaying the different Customers after entering the username and password. Select the correct Customer and the system will log in to that account.
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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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| Info |
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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. |
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
and cannot be modified by Administrators.
This login is linked to other companies and allows
the user to reset the
password when needed and to log in to other companies working with Komet.
If a password reset is necessary, only the user who has logged in will be able to
carry out the process.
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.
When creating a user who already exists in the system, a confirmation window will appear, as seen in the following image:
Add Customers to an Existing E-Commerce User
If you want to add more customers to an existing user, do the following instructions:
Go to Setup and select Users.
Click on the "customer" link.
Search the user you are modifying.
Click on Edit from the Actions column.
Add the customers in the Customer field.
Click on Save.
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Users associated with multiple companies can select the seller e-commerce they want to see. The Company name is before the Customers name |
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You can create multiple users for the same customer. Only Admin and Sales Manager roles can add E-commerce users. |
. To learn how to change companies, read Change Company. |
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