HCL Commerce Version 9.1.4.0 or later

Creating a user - Site Admin

Use Management Center Tools to create a user of any type other than registered customer. If you have logged in as a Site admin, 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

  1. Open Management Center Tools.
  2. From the hamburger menu, select Manage Organizations > Users.
  3. HCL Commerce Version 9.1.16.0 or later Open Management Center tools and from the left navigation menu, click Administration > Manage Organizations > Users.
  4. Users landing page opens. It list down all the existing users. Select the Store to create a new user.
  5. 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".
  6. 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. Select the Parent Organization from the list of available organizations.
    5. Select an Account Policy.
    6. Provide the Phone number.
    7. Select the Preferred Currency from the list of available currencies.
    8. Select the Preferred Language from the list of available languages.
    9. Select the Preferred method of communication, either Email or Phone.
    10. Enter any Challenge question for security reasons.
    11. Provide the Answer to Security question.
      Note: All the fields mentioned above from f to k are optional.
  7. Click Next to provide the Contact information.
    Note: It will not allow to move to next page, unless all the mandatory information is provided.
  8. 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.
  9. Click Next to select Roles. Note that Roles field is optional for creation of user.
  10. In the Roles field:
    • 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.
  11. Click Next to provide information regarding Groups. Note that Groups field is optional for creation of user.
  12. In the Groups field, Include will be selected by default.
    1. Click on the check box given in front of the member groups. User gets included in the selected member group and will be shown in the Selected groups field.
    2. Click Exclude to exclude the user from member group. While creating a new user, no groups will be selected in the Selected groups list.
  13. Click Finish to create a new user. A new user will be displayed with the list of users on the landing page.
  14. Optional: Select member groups and Roles for the user.

Limitation

Before you begin

Shoppers created for Emerald and Sapphire Store from Management Center will have the below limitations.
  1. If the shopper is created for the Emerald/Sapphire store from the Management Center, the user cannot log in from the Emerald/Sapphire store. This happens because the password created while creating a shopper has expired. To overcome this error, the shopper has to reset the password entered while creating a shopper. 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 the hamburger menu, select Manage Organizations > Users.
    • Users landing page opens. It lists all the existing users.
    • Search the user to update existing information. You can search for the user by entering the Login ID, Last name, Parent Organization, Email, and Phone in the Search field. All the users related to the search are listed.
    • Click on Login Id to change the information. Edit User page opens.
    • In the Account information field, you can update the password:
    • In the Password stepper, update the already existing password for the shopper:
      • The password should be 8 characters in length.
      • It should consist of a minimum of one letter.
    • Click Save to save the updated password. Shoppers can now log in from the Emerald/Sapphire store successfully.
  2. If the shopper is created for the Emerald store from the Management Center, then the Login ID must be an Email ID. Emerald only accepts Email IDs while logging in; if the user provides a Login ID in any other format from the Management Center, it will not be accepted from the Emerald store. Hence, shoppers cannot log in from Emerald.