Users

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Customers > Users

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B2C patrons, or Users, can be managed from a central location within Multifront for all existing Stores.

Note: The tool feature can Enable Users, Disable Users, and Reset User Passwords. A Reset Password link will be emailed to the Users email on file.

Add Users

Customers > Users > "Add New" button

solid black circle Note: Application does not allow creation of User with same Username Detail. Two different Stores can have Users with same Username.

  1. Complete Users Details
  2. Save progress using the "Save" button
  3. New User is now added

Manage Users

Manage user allows you to edit the details in an existing user and create a new user.

Customers > Users > "Manage" action
  1. Manage User Details
  2. Save progress using the "Save" button
  3. User is now managed

Delete Users

Customers > Users > "Delete" action
  1. Page will reload with action confirmation.
  2. User is now deleted.

Users Tabs

Customers > Users > "Manage" action

solid black circle Note: Users must create new accounts using only General Information details. After the User has been saved, Administrators can manage addtional settings and options located in the Users tabs via the "Manage" action.

B2C Accounts have several tabs which Administrators can use manage and maintain key areas necessary of an enterprise level eCommerce platform, as follows:


General Settings

User Detail Description
Store Name B2C only; Choose corresponding Stores to register User
User Name/ Email Enter Customers Login Information. A username cannot be changed once B2B Customer is created
Reset Password Password can be rest from here by clicking on submit and the new password will be sent to the given email Address.
Email Adress Enter Customers email address
External ID Unique External ID or ERP account number used for tracking B2C Users. Leave blank if unknown.
First Name Enter customers First name.
Last Name Enter customers last name.
Phone Number Enter customers Phone number.
Account B2B only, choose an existing Account with which to associate the Customers.
Department B2B only; All available Departments of Account will be displayed. For a Child Account, Parent and Child Account Departments will be displayed.
Role Name B2B Customers can be listed as:
  • Administrator - Does not require Permission or Approval.
  • Manager - Can approve quotes if designated as Approver.
  • User - Can require Permission and Approval, if selected.


Address Tab

Customers > Users > "Manage" action > Addresses Tab

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Addresses can associate multiple Addresses, including a default Billing and Shipping Address, to the B2C Account.

Addresses can be designated as Billing or Shipping defaults during Address creation. During Account creation, the Address will default as the Shipping and Billing address.

Add Account Address
Customers > Users > "Manage" action > Addresses tab > "Add New" button
  1. Add Account Address Details
  2. Save progress using the "Save" button
Edit Account Address
Customers > Users > "Manage" action > Addresses tab > "Edit" action
  1. Edit Account Address Details
  2. Save progress using the "Save" button
Delete Account Address
Customers > Users > "Manage" action > Addresses tab > "Delete" action

Orders Tab

This section references Orders. If you are looking for additional information on this topic, see Orders.
Customers > Users > "Manage" action > Orders Tab

solid black circle Orders is a centralized location for Admins to view, create, and manage Orders for all Customers associated to a B2C Account. Several actions can be in the Users tabs to perform various functions related to User and Order Management.

From here, Admins can also modify an Order Status, Initiate RMA's, and resend Order Confirmation emails.

Profiles Tab

Customers > Users > "Manage" action > Profiles Tab

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Profiles tab is a central location in Multifront where Administrators can associate existing User Profiles directly to a B2C User. In this section, Admins can associate User Profile specific Catalogs, Shipping, and Payment Methods to Users via Profile association.

  • Unregistered Users will be displayed Pages associated with the "Anonymous" profile. Administrators can associate User Profiles to registered Users in this section.
  • If a User could be displayed multiple Pages based on their User Profile, the Profile with the greatest precedence will be displayed.
Associate Profile to User
Customers > Users > "Manage" action > Profiles Tab > "Associate Profile" button
  1. Select Profile(s) to Associate to User
  2. Save progress using the "Save" button

Affiliate Tab

Customers > Users > "Manage" action > Affiliates Tab

solid black circle The Affiliate tab allows Users to earn commission by referring others to buy Products from your Stores. Customers can gain earn incentives if a referral purchases a Product using the Users Referral URL. The commission can be paid on a flat "Amount" or "Percentage" basis.

Detail Description
Partner Approval Status Drop-down to set Partner Approval detail.
Commission Type Drop down of Commission types. Can be a flat amount ("Amount") or a percentage ("Percentage").
Commission Amount User is paid for referal sales
Amount Owed Read-Only, auto-calculation of commission owed to User.
Referral Commission List List of referal sales commissions
Account Payment List List of referral sales payments
Manage Affiliates
  1. Update Tracking Information details
  2. Save progress using the "Save" button

Price Management Tab

Customers > Users > "Manage" action > Price Management Tab

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In this section, Administrators can associate Pricing Lists to a B2C Account. The Admin User can associate multiple Price List to the B2C Customer. Multiple price list gets applied based on the Precedence set for individual Profile. Multiple Pricing Lists will be applied based on the Precedence detail set for each User.

Associate Pricing to Account
Customers > Users > "Manage" action > Price Management Tab > Associate Price" button

solid black circle Note: Pricing Lists are created in OMS > Pricing Engine.

  1. Select Price List(s) to Associate to Account
  2. Save progressing the "Save" button

Notes Tab

Customers > Users > "Manage" action > Notes tab

solid black circle Administrators can add notes to each Customers records using a rich text box. Multiple notes can be saved as records for a Customer.

Detail Description
Note Title Enter title for your note.
Note Body Enter the description for the notes.
Add Notes
Customers > Users > "Manage" action > Notes tab > "Add New" button
  1. Add Note details
  2. Save progress using the "Save" button
  3. Page will reload with action confirmation
  4. New Notes are now added.
Edit Notes
Customers > Users > "Manage" action > Notes tab > "Edit" Action
  1. Edit Note details
  2. Save progress using the "Save" button
  3. Page will reload with action confirmation
  4. Notes are now edited
Delete Notes
Customers > Users > "Manage" action > Notes tab > "Delete" Action
  1. Page will reload with action confirmation
  2. Notes are now deleted