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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

this article, you will learn how to create unique usernames and passwords for

each

e-commerce

buyer within a

buyers under their customer account.

You can create multiple users for the same customer. Only

Tip

User Roles: Admin and Sales Manager

roles can add E-commerce users.

Instructions

Ui steps
sizesmall
Ui stepGo to Setup > Users and click

.

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.

Ui stepType in the information requested (customer, email, username, and login). You can associate the
  1. Add a customer. You can add more than one customer to an E-Commerce user

to a different Customers account for those users that work with different Customers
  1. .

  Ui stepOnce you click on "Save" the When creating a new customer user that already works with other companies that use Komet, the below must be considered
  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 password needed for their E-commerce account.

Multi-company Customers Users - Information

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 to reset the password when needed and to

login
  • log in to other companies working with Komet.

Only the user to which the login belongs,
  • 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, 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
  • When creating a user who already

exists on
  • exists in the system, a confirmation window will appear

while creating them:
Image RemovedThe users will see the next screen when they log in and has more than one Customer company icon
  • , as seen in the following image:

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Panel
titleRelated Articles

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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Tip

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

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(lightbulb) Roles enabled to perform this action: Admin, Setup. (from Seller company)

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