Manage company user accounts
Company users are assigned by the company administrator, and are visible from the Admin in the?Customers?grid by the customer type,?Company User. These individuals are typically buyers with varying levels of permission to access store services and resources.
?
The company administrator first sets up the?company structure, and then completes the following tasks, as needed:
?
??Create company users and assign users to teams
??Define roles and permissions, and assign users to roles
?
?
Add company users
?
1.?From the storefront, the company administrator signs in to their account.
?
2.?In the left panel, chooses?Company Users.
?
?
3.?Clicks?Add New User?and does the following:
?
??Enters the?Job Title?of the new user.
??Chooses the appropriate?User Role?if the roles and permissions are defined. Otherwise, they can return later to assign the role.
?
??Completes the remaining fields as needed for the user:
??First Name?and?Last Name
??Phone Number
?
By default, the?Status?of the account is?Active.
?
1.?When complete, clicks?Save.
2.?Repeats the process to create as many company users as needed.
The new users appear in your Company Users list, along with the Company Administrator.
?
To save time during their first order, the company administrator can remind each company user to add the default company billing and shipping address to their?address book.
?
Edit company users
?
1.?From the storefront, the company administrator signs in to their account.
2.?In the left panel, chooses?Company Users.
3.?Finds the user record to be updated, and clicks?Edit.
4.?Makes the needed changes.
5.?When complete, clicks?Save.
?
Remove a company user
?
1.?From the Aladdin website storefront, the company administrator signs in to their account.
7.?In the left panel, chooses?Company Structure.
8.?Selects the company user in the company structure.
9.?Clicks?Delete Selected.
?
?
1.?When prompted to confirm, clicks?Delete.
?
In the Admin, the company user remains listed in the?Customers?grid, but with an?Inactive?status.
?
Field descriptions
|