- In order to add a new user to the system, regardless of method, the core requirement is a unique email address. The email is used as a login, so you cannot create a new user with a address that has been previously registered in our system
- Adding via the backend
- Users can be added in three ways via the backend
- Via the user page by clicking "New User" in the upper right corner
- Via the requested user's customer page
- Once you locate the correct customer, click “Users” from the left side column and then the green “Add” button above the the list of users
- Via bulk upload
- If a customer needs to upload 5 or more users, upload is an efficient tool for doing so
- See article on backend uploading for process
- Both non-bulk options result in the same screen to enter the customer information
.png?width=439&height=838&name=image%20(8).png)
- Fill in all required fields
- First Name
- Last Name
- User Role: Use your best judgment when assigning this based on the new users title or request
- Company
- This is set automatically if you initiate this via the customer page
- Select from the drop down if using the User Page option
- Optional Fields & Toggles
- User code: Not needed
- Phone: If you have this, include it
- Preferred email: Not needed
- Title: If you have this, include it
- Access to Admin tool: Never ever click this. This will give user access to our backend
- Restrict Purchases: If there is a spend limit click this box
- Notify supervisor on purchase: Click this is if you would like the eventual supervisor to receive notification upon order regardless of spend limit
- Spend Limit: Set the max amount a user can order without supervisor approval
- Super Approver: Gives user access to approve any order at any time for all users under this customer
- Send Approver emails: Will send the listed supervisor(s) an email for any order placed that requires an approval
- Click “Create User” all fields are added
- You will be taken to the newly created user page
- See notes regarding Completing User Setup and/or User Activation to finish configuration
- Users can be added in three ways via the backend
- Adding via the Frontend
- User can be added via the front end by initiating a shadow session for the account owner
- To locate the account owner, proceed to the appropriate customer page
- Click the customer in question
- Click “Users” on the left hand column
- The owner will be listed on the top of the page with a black star next to their name
- Click the name to be taken to that individual user page
- Click “Actions” in the upper right of the page
- Select “Log In”
- During the shadow session proceed to the “Members” page
- Hover over the account owners name in the upper right corner
- Select “Settings”
- From the Settings page select “Company Settings” and then “Members” from the list of options
- Click “Add Member”
.png?width=670&height=326&name=image%20(9).png)
- Fill in all required fields
- First Name
- Last Name
- Title
- Phone: If no phone provide enter 555.555.5555
- User Role: Use your best judgment when assigning this based on the new users title or request
- Fill in optional fields/toggles
- Email order approval requests to this users as appropriate: same as Send Approver emails on the backend. Keep this checked.
- Mobile phone: optional
- Email this user with the activation instructions: If checked new user will receive email immediately to set password and login
- Uncheck if you don’t want this to happen you can send this email via the front or backend after setup (See user activation notes)
- When done hit “Create Member”
- See Notes on Completing User Setup to finish the setup
- User can be added via the front end by initiating a shadow session for the account owner