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Customer Users

Customer users act on behalf of the company and may have a limited set of permissions in OroCommerce, depending on their function in the customer organization.

For customer user management, navigate to Customers > Customer Users in the main menu.

In Customer Users section, you can:

  • View, edit, and create new customer users.

  • Select their roles in OroCommerce to define their level of permissions and access to the actions and data in OroCommerce store frontend.

  • Manage customer user information:

    • Name
    • Birthday
    • Email address
    • Billing and shipping address and phone number (using address book)
    • Customer user role(s)
    • Website to redirect the customer upon login
  • View requests for quotes, sales orders, quotes created or submitted by the customer user.

  • View communication with the customer that happened using email, notes or scheduled events.

  • View additional information attached to customer user.

  • Enable and disable the customer.

  • Reset the customer user password.

Note

You can delegate this function to the customer who will access user and role management in the OroCommmerce front store (see Delegating Users and Role Management to the Customer section for more information).

Customer Account Confirmation

Upon registration, customer user receives an email confirmation request. Once they follow up with the requested action, their account is marked as confirmed.

Create a Customer Users

To create a new Customer:

  1. Navigate to Customers > Customer Users in the main menu.

  2. Click Create Customer User.

    The following page opens:

  3. Select the Enabled check box to enable the user to log into the system and to do their work within it upon creation.

  4. Fill in customer Name and other personal information.

  5. Select a customer this user represents.

  6. If you are adding a subsidiary of the existing customer, select a parent customer.

  7. Assign a sales representative who will be assisting this customer user. By default, the customer sales representative applies to the customer user.

  8. Select the Generate Password and Send Welcome Email check boxes.

  9. Select the website the customer user will be redirected to upon the login. See Managing Websites for more information.

  10. Add billing and shipping address as described in Address Book section.

  11. In the Roles section, select the roles that should apply to the customer user. When several roles are selected, granted permissions are accumulated from all the assigned roles. See Managing Customer User Roles for more information.

    Important

    At least one role must be assigned if the Enabled check box is selected. Disabled customer users can be saved without roles, but you will need to assign roles to the them later before enabling.

  12. Click Save on the top right of the page.

The new customer user is created.

Export

You can export the customer user details in the .csv format:

  1. Select the items to export using check boxes at the beginning of the corresponding rows. You can filter the list and use the Select All option in the table header, if necessary.
  2. Click Export.

Later you can import the updated or processed customer information using import as described below.

Import

To streamline adding, editing, and deleting a large bulk of items, like customer information, products, prices or inventory information, you can import the bulk details from a .csv file.

Import the customer user information using the .csv file that follows the customer user details data structure.

Example of customer user bulk import template

ID Name Prefix First Name Middle Name Last Name Name Suffix Birthday Email Address Customer Id Customer Name Roles 1 Role Enabled Confirmed Owner Id Website Id
  Mr Jerry John Coleman Jr. 04/19/1987 example@email.com   Oro Inc. ROLE_FRONTEND_BUYER 1 0 1 1

To import a bulk of customer users information:

  1. Navigate to the Customers > Customer Users.
  1. Get a sample: To download a sample .csv file with the necessary headers, click Download Data Template in the list next to Import.

    Note

    Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.

  2. Prepare data for import: Based on the downloaded file, create your bulk information in .csv format. Once your file is ready, click Import, select the prepared comma-separated values (.csv) file, and click Submit.

  3. Validate import results: Review import validation results. If there are any Records with errors, fix them in the .csv file before starting the import.

  4. Launch import: After successful validation, click Import.

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

See this two-minute demo of the import process:

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