Changing a user - Seller

Use Management Center Tools to change the details of a user, or to enable or disable a user account. This document specifies the information that can be changes when you have logged in as a Customer Service Representative (CSR) or Customer Service Supervisor (CSS).

About this task

To change the details of a user for a B2C or B2B store, refer to Changing a customer's information.

Procedure

  1. Open Management Center Tools.
  2. From the hamburger menu, select Manage Organizations > Users.
  3. Users landing page opens. It list down all the existing users.
    Note: You can change the Account status from the Actions menu. By changing the account status you can enable or disable a user's account. If the user's account is disabled, the user will not be able to log on.
  4. Search the user to update an existing information. You can search the user by entering the Login ID, Last name, Parent Organization, Email, Phone in Search field. All the users related to the search will get listed.
  5. Click on Login Id to change the information. Edit user page gets displayed.
  6. In the Account information field you can update the below information:
    1. Entered Login ID cannot be updated.
    2. You can update the Email of the user as required.
    3. You can update the already existing Password for the user.
      • Password should be 8 characters in length.
      • It should consist of minimum one letter
    4. You cannot update the existing default Parent Organization.
    5. You can update the existing Account Policy.
    6. You can update the Phone number.
    7. You can update the Preferred Currency from the list of available currencies.
    8. You can update the Preferred Language from the list of available languages.
    9. You can update the Preferred method of communication, either Email or Phone.
    10. You can update the Challenge question for security reasons.
    11. You can update the Answer to Security question.
      Note: All the fields mentioned above from f to k are optional.
  7. Click Save, to save the updated information.
  8. In the Contact information field, you can update the below information:
    1. You can update the Title given for the user.
    2. You can update the First name of the user. Both the Title and First name are optional.
    3. You can update the Last name of the user.
    4. You can update the Street address.
    5. You can update the City.
    6. You can update the Country from the list.
    7. You can update the State/Province/Region of the country. Note that this information is optional.
    8. You can update the Zip/Postal code of the address provided.
  9. Click Save to save the updated information.
  10. In the Roles field:
    1. Note: If you have created a user by logging in as a CSR or CSS, then in the Selected role field you will see the registered customer role assigned to a user for the store that was selected while creating a user.
      • select an Organization from the list of available organizations.
      • Select a Role from the list of available roles.
      • It will be shown in the Selected Roles field.
      • You can remove the roles already assigned from the Selected Roles list, by clicking on cross sign.
  11. Click Save to save the updated user information. The updated information will be shown in the list of users on the landing page.