Creating a user - CSS/CSR

Use Management Center Tools to create a new user. If you have logged in as a Customer Service Representative (CSR) or Customer Service Supervisor (CSS), follow the steps given in this document for creating a new user.

About this task

To register a customer to a B2B store, refer to Registering a customer to a store.

Procedure

Open Management Center Tools.
From hamburger menu select Manage Organizations > Users.
Users landing page opens. It list down all the existing users. Click New to create new user. New User page opens.

Note: You will not be able to create a user under an organization that is of type "authorization domain".
In the Account information field provide the required information:
1. Enter the valid Login ID for the user.
  Note: In case, the new shopper is for Emerald Store, then the Login ID must be an Email.
2. Provide the valid Email of the user.
3. Enter the Password you want to keep for the user.
  - Password should be 8 characters in length.
  - It should consist of minimum one letter
4. Account Policy will be Shoppers by default.
5. Provide the Phone number.
6. Select the Preferred Currency from the list of available currencies.
7. Select the Preferred Language from the list of available languages.
8. Select the Preferred method of communication, either Email or Phone.
9. Enter any Challenge question for security reasons.
10. Provide the Answer to Security question.
  Note: All the fields mentioned above from e to j are optional.
Click Next to provide the Contact information.

Note: It will not allow to move to next page, unless all the mandatory information is provided.
In the Contact information field, provide the required information:
1. In the Title column, enter the name for the user you want to be given as title.
2. Enter the First name of the user. Both the Title and First name are optional.
3. Enter the Last name of the user.
4. Provide the Street address in the Line one and Line two.
5. Enter the name of the City.
6. Select the Country from the list.
7. Enter the State/Province/Region of the country. Note that this information is optional.
8. Enter the Zip/Postal code of the address provided.
Note: You cannot assign any role to the user, if you have logged in as a CSS or CSR
Click Finish to create a new user. A new user will be displayed with the list of users on the landing page.

Limitation

Before you begin

Shoppers created for Emerald and Sapphire Store from CMC will have below limitations.

In case if the shopper is created for Emerald/Sapphire store from CMC, user will not be able to login from the Emerald/Sapphire store. This happens because the password created while creating a shopper gets expired. To overcome this error, shopper has to reset the password entered while creating a shopper.
Workaround: To reset the already existing password follow the steps given below:
- Open Management Center Tools
- From hamburger menu, select Manage Organizations > Users.
- Users landing page opens. It list down all the existing users.
- 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.
- Click on Login Id to change the information. Edit User page opens.
- In the Account information filed you can update the password:
- In the Password stepper, update the already existing password for the shopper:
  - Password should be 8 characters in length.
  - It should consist of minimum one letter.
- Click Save to save the updated password. Shopper can now login from Emerald/Sapphire store successfully.
In case if the shopper is created for Emerald store from CMC, then the Login ID must be an Email ID. Emerald only accepts Email ID while login, if user provides Login ID in any other format from CMC then it will not be accepted from Emerald store. Hence, shopper will not be able to login from Emerald.