Company Users

Add company users

1. - From the storefront, the company administrator can sign in to their account and navigate to the My Account Homepage.

2. - In the left panel, choose Company Users.

   

3. - Click Add New User and do the following:

• Enter the Job Title of the new user.
• Choose the appropriate User Role if the roles and permissions are defined. Otherwise, you can return later to assign the role.
  • First Name and Last Name
  • Email
  • Phone Number
  • By default, the Status of the account is Active.

• When complete, click Save.

- Repeat the process to create as many company users as needed.

The new users appear in the Company Users list, along with the Company Administrator.

 

Edit company users

1. - From the storefront, the company administrator can sign in to their account.

2. - In the left panel, choose Company Users.

3. - Find the user record to be updated, and click Edit.

4. - Make the needed changes.

5. - When complete, click Save.

Remove a company user
- From the storefront, the company administrator can sign in to their account.

- In the left panel, choose Company Users.

- Select the company user in the company structure.

- Click Delete Selected.

- When prompted to confirm, click Delete.

- In the Admin, the company user remains listed in the Customers grid, but with an Inactive status.

Field descriptions

Field	Description
Job Title	The job title of the company user.
User Role	The role assigned to the company user. Options: Default User / (other roles)
First Name	The first name of the company user.
Last Name	The last name of the company user.
Email	The email address of the company user.
Phone Number	The phone number of the company user.
Status	The status of the company user account. Options: Active / Inactive