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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 account. 
Tip

You can create multiple users for the same customer. Only an Admin role can add E-commerce users.

Instructions

Go to Setup > Users on the main menu 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

"

 

Type in the information requested (customer, email, user name and login)
  1.  button.

Add_users_e-commerce_1.pngImage Removed

  1. Add a customer. You can

also add some notes if necessary.

           Add_users_e-commerce_2.pngImage Removed

 

Once you click "Save" the
  1. add more than one customer to an E-Commerce user.

  2. Add the email, username, and email address.

  3. Click on Save.

The system will automatically send

and

an email invitation to your customer with

the

instructions

as well as the

, username, and password needed for their E-commerce account.

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.

Image Added

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:

Image Added

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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