In order to allow your customers to purchase items via the e-commerce feature, you must create individual usernames and passwords for each e-commerce buyer within a customer account. You can create multiple users for the same customer. Only Admin and Sales Manager roles can add E-commerce users. Roles enabled to perform this action: Admin, Setup. (from Seller company).
Instructions
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In this 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.
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.
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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 |
. 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.