• Video Introduction
• Editing a User
• Groups
• Sub-Users
• Managing Sub-Users in the Admin
• Product Lists
• Deactivate & Deleting a User

1. To create a new User, click the "Add New User" button.

2. To edit a User, click the edit icon.

3. To export the list of users, click the "Export Users" icon

4. The filter by role dropdown allows you to filter users by their User Group

5.  The filter by salesperson dropdown allows you to filter users by their assigned salesperson.

6. The wrench contains display options for additional user grid information and the ability to hide different user types.

When you first edit a User, you are presented with the basic information about their account.

To save, click "Save and Return".

The User Information Section looks like the above image. Information about each input is outlined below.

1. First/Last Name - Sets the First and Last name of the user.
2. Username - The username is the unique name given to a user. This username will be used to log into the store.
3. Email - Sets the email address for the user.  The verify email button will send a verification email to the user, and once the user clicks the verification link a badge will display on their user page.
4. User Notes - Add internal notes to the user.  These are only visible on the admin side of the site.  Include Account Owner Notes will additionally display user notes from the account owner's user.  Notes copied from the Order Details page will appear tagged with the order the note was made on.
5. Custom Question Answers - If the user setup form has a custom questions, the answers will be displayed here.
6. Product Lists - Access the users product lists.
7. Default Shipping/Payment - Displays current default shipping and payment methods for the account.
8. Customer Reports - Quick links to several different reports on the user level.  See more about reports here.

1. Company Name/Account Number - Sets the company name and account number of the user.
2. Tax Exempt - User is not required to pay taxes.
3. Shipping Exempt - User is not required to pay for shipping.
4. Salesperson - The person assigned to take orders on behalf of the user.
5. Pricing Rule - Special pricing for a user. For more details on Price Rules please see the Price Rules section.
6. Restricted Product lists - Allows the user to choose from Product lists for this account to restrict browsing
7. Customer Message - Any message you want displayed on the user's account dashboard when they login.

Password Format

1. Show Password - This will display the users password on this page.
2. Login Locked - This option is enabled if the customer has exceeded the number of tries while attempting to enter their password.
3. Secret Hint/Answer - You can set a hint as well as the answer to the users password here.

1. Default Addresses - These two addresses will be the users default Billing and Shipping address.
2. Address Book - Displays all addresses used by a customer. Click the Add Address button to create a new address for the user.
3. Save Enabled Addresses - Saves all addresses that have the enabled checkbox checked.
4. Disable All Addresses - Disables all addresses in the user's address book from use.
5. Enable All Addresses - Enables all addresses in the user's address book for use.

Groups allow you to apply a "group" or "classification" to users.  For example, you may want to create a Group of customers that are "Preferred Customers".

To assign a Group to a user, move from right to left by selecting the Group and clicking the arrows.

Groups can be configured under People > User Groups and Permissions. More help with Groups & Permissions.

To deactivate (disable) a user, simply click the "Deactivate User" tab.

Once you have deactivated a user, you will be presented with a button for "Delete User".

NOTE: Deleting a user will remove ALL of their recorded information.

So, if a user has orders or address books or favorites they will all be disconnected from their record.

For a more detailed description of the functionality of the features found in this section of the admin as well as the definitions for the terminology used, please visit the following link(s):

• Tutorial - How to give customers special pricing
• Tutorial - How can my customer create sub users with permissions and budget limits?
• Tutorial - Impersonating a User
• Tutorial - Uploading users