Create console and website users
As an administrator in Optimizely Configured Commerce, you can create console and website users. You can create both console and website users in the Admin Console, and you can also create website users on the storefront.
Console users
- Go to Administration > Console Users in the Admin Console.
- Click Add Console Users.
- Enter the User Information. User Name and Email are required. The other fields are optional.
- Assign the appropriate role(s).
- Click Save or Save & Add New to add another user.
When you create a user, you can see a notification that the user is not activated. Click Send Activation Email to send an email that lets the user activate their account.
This notification updates with the activation status. When you send the activation email, it displays an option to Resend Activation Email or disappears if the user is activated.
If you created multiple users with Save & Add New, go to the Console Users dashboard, click the Edit icon for each user, and click Send Activation Email. If needed, you can sort the dashboard by Activation Status.
Restrict a console user to specific websites
By default, console users can access all websites in the deployment. Restrict a console user's access to one or more websites when you want to limit their Admin Console view to specific sites.
- Go to Administration > Console Users and open the user record.
- Select the Websites tab.
- Select each website the user can access.
- Click Save.
Console users restricted to specific websites see and manage only data for those websites throughout the Admin Console. Products, categories, and promotions are filtered to the assigned websites — data for other websites is not visible to the restricted user.
Website users
In the Admin Console
- Go to Administration > Website Users in the Admin Console.
- Click Add Website User.
- Enter the User Information. The User Name and Email are required.
- Click Save or Save & Add New.
Important
Do not assign any Roles at this time. Assigning a role displays a notification that the user must have an Approver assigned. However, the Approver field does not display unless you assign the user to a customer.
A message displays that the user has not been activated. The steps required to activate the user depend on your site settings. If Restrict Users to Assigned Websites (Administration > Settings) is set to Yes, the user must first be assigned a customer and a website. If the setting is No (default), the user must be assigned a customer.
- Go to the Customers and Websites tabs to assign as needed.
- Click Save.
- Go to Details and assign the appropriate roles.
- Click Save.
When you have met the requirements, the notification updates to let you send the activation email. Click Send Activation Email.
The notification updates with the activation status. When you send the activation email, it displays an option to Resend Activation Email or disappears if the user is activated.
If you assign a user to multiple websites, you can select the website for activation.
Select the website from the drop-down list and click Send Email.
If you created multiple users with Save & Add New, go to the Console Users dashboard, click the Edit icon for each user, and click Send Activation Email. If needed, you can sort the dashboard by Activation Status.
On the storefront
Note
Users who create their own accounts on the website are automatically activated.
- Log in to the website.
- Hover over the My Account menu and click User Administration.
- Click Create New User.
- Enter a Username, Email, First Name, and Last Name.
- Select a User Role. Click the Question Mark icon to learn more about the different roles.
- Select an Approver if required. Requisitioner, Buyer Level 1, and Buyer Level 2 require approver assignment. Use the drop-down list or search for an approver by username.
- Click Create User.
The new user displays on the User Administration dashboard.
Manually update activation status
Note
This method is not recommended in a production environment but can help with testing in sandbox.
- Go to Administration > Website Users in the Admin Console.
- Enter the text Activated in the Activation Status field.
- Click More Options and select Set Temporary Password.
- Click Save.
- Click Save on the Edit page.
- Log in to the storefront with the temporary password for testing.
Assign users to customers
Website users in Optimizely Configured Commerce must have at least one customer assigned to them to place orders. If a customer creates an account on the storefront, the system automatically associates the user with that customer record.
You can assign a customer to a user in two ways:
- Go to Admin Console > Customers.
- Click Edit for the customer.
- Click the Users tab.
- Click Assign Users.
- Select the users from the list and click Assign.
- Click Done to save.
You can also assign customers under Website Users.
- Go to Website Users and select or create your user.
- Go to the Customers tab and click Assign Customers.
- Search for and select the customers.
- Click Assign.
- Click Done.
- Click Save.
Note
When a website user is assigned to a BillTo record, that user can access all associated ShipTo records.