Create company users

Last updated:
Edit on GitHub

This document describes how to create company users in the Back Office.

Prerequisites

  1. Create a company.
  2. Create a company unit.
  3. Create a company role.
  4. Review the reference information before you start, or look up the necessary information as you go through the process.

Create a company user

  1. Go to the Customers > Company Users section.
  2. On the Company Users page, in the top right corner, click Add User.
  3. On the Create Company User page, enter an EMAIL.
  4. Optional: Select a SALUTATION.
  5. Enter a FIRST NAME.
  6. Enter a LAST NAME.
  7. Optional: Select a GENDER.
  8. Optional: To send a password change email to the user, select the SEND PASSWORD TOKEN THROUGH EMAIL checkbox.
  9. Select a DATE OF BIRTH.
  10. Optional: Enter a PHONE.
  11. Enter and select a COMPANY.
  12. Enter and select a BUSINESS UNIT.
  13. For UNASSIGNED ROLES, select one or more roles you want to assign to this user.
  14. Click Save. This opens the Company Users page with a success message displayed. The created user is displayed in the list.

Reference information: Create a company user

ATTRIBUTE DESCRIPTION
EMAIL Email address that is used to log into the Storefront. You can only change it when creating the user.
SALUTATION Formal salutation.
FIRST NAME First name.
LAST NAME Last name.
GENDER Customer gender.
DATE OF BIRTH Date of birth.
PHONE Phone number.
COMPANY A company to create this user for. To create one, see Managing companies.
BUSINESS UNIT A company unit to to assign the user to. To create one, see Create company units.
ASSIGNED ROLES Roles assigned to the user.
UNASSIGNED ROLES Roles that you can assign to the user.