Creating a user

To create a shopper/B2C Registered Customer, you must first select a B2C store from the stores dropdown in the Users List page (main landing page for the Users tool). After you have selected the B2C store, any users that you create will be created as B2C Registered Customers in the selected store. In the Create flow you do not select a parent organization, the Default Organization is assigned as the parent organization for B2C Registered Customers. You do not explicitly specify any additional roles and the Roles step is not available in the Create stepper when you are creating a B2C Registered Customer.

To create a buyer/B2B Registered Customer, you must first select a B2B store from the stores dropdown in the Users List page. After you have selected a B2B store, any users that you create will be created as B2B Registered Customers in the selected store. In the Create flow, you must select a parent organization. The list of available organizations is restricted to Registered Buyer Organizations (and their descendants) associated with the selected store. Additionally you can choose to assign any of the following roles to the new B2B Registered Customer: Buyer Administrator, Buyer Approver or Buyer. This is done through a set of checkboxes on the first step of the Create flow (Account information). Note that only Site Administrator and Buyer Administrator can assign these additional roles to the new B2B Registered Customer. The general Roles step is not available in the Create stepper when you are creating a B2B Registered Customer.

To create a user that is not a Registered Customer in a specific store, the store dropdown must not contain a selected store. If necessary, you must clear any selected store. For any users that you create when there is no selected store, you must select a parent organization. The optional Roles step in the Create stepper will be available to assign specific roles for the new user.