Adding a customer user

When a new user is defined in the Business Center or the Customer Center, he/she is assigned a single "Master Company", which means that he/she is also automatically associated with its "Child Companies". Child companies are defined in the Company Details page in the Business Center.

To add a customer user:

  1. Log on to the Business Center as a merchant administrator.
  2. In the B2B setup, click the Users:Users B2B link in the navigator.

    In the B2B setup, click the Users:Users B2C link in the navigator.

  3. Click Create New.
  4. On the User Details page, specify basic user details such as customer name (reseller company), e-mail, and password.

    For a complete description of each setting, see the table below.

    Customer User Settings - Details

    Field Description
    First Name The first name of the user.
    Middle Name The middle name of the user.
    Last Name The last name of the user.
    Password The password that the user must use to access the Customer Center.
    Locale The language in which the Customer Center is shown to the user. Only those locales currently configured for the Customer Center is listed. See Establishing locales
    LSO User User name of the Infor Smart Office account to be mapped to the Infor e-Commerce user.
    Phone The user’s phone number. This might be the same as the company’s front-desk number, but might also be a direct number to the user.
    Email

    The user’s e-mail address. This functions both as the user’s login and as the address to which all e-mails generated for the user by Infor e-Commerce is sent. The address must be unique for all users in your application.

    The logged in user can change the e-mail address by clicking the Change email link. The user is then logged off from the current session and he/she can log on using the new e-mail ID. This feature is also available in the My Profile > Profile area of the Customer Center.
    Partial This setting controls what Infor e-Commerce can do if a user tries to submit an order that includes items that are marked as out of stock. If this is set to "Yes", then such an order is accepted. If this is set to "No", then the user is prompted to remove out-of-stock items from the order before it is accepted.
    Prompt for Order Line Details

    Users can add extra details (requested shipping date, comments, etc.) to each item they add to the order form. The details are optional, but you can choose to prompt the user for this information each time he or she adds an item to the order form. Set to "Yes" if you wish to prompt every time. Set to "No" to disable the prompts (the user can still add order-line comments using the controls provided on the order form page).

    Note: For this page to appear, any of the following feature elements must be enabled:

    • Order Line Comments

    • Order Line Ref No

    • Order Line Req Del Date

    • Order Line Shipping Address

    Also, this page will only appear if the item is added to the shopping cart through the Item Details page.
    Receive Newsletter This setting indicates whether the user has confirmed to receive the Infor e-Commerce Newsletter. An "Inactive" status indicates that the user has not confirmed to the subscription. An "Active" status indicates that the user has confirmed to the subscription.
    User Name

    Each user can also be identified by an employee number. If one exists for the current user, type it here.

    When single users upgrade to customer users, Infor e-Commerce auto generates this number, which can be edited later.
    Fax The user’s fax number. This might be the same as the customer company’s front-desk fax, but might also be for a machine closer to the user.
    Customer Name

    The company where the user works. This can be either a parent or a childcompany. If you need help finding a customer, click Find.

    Note: When editing a user, if the user is associated with a parent company, only the parent and its children are available for selection in the Customer Finder page.
  5. Click Create.

    The page reloads with a larger form that not only shows your settings so far but also includes additional fields for adding approver, shipping address, favorites and roles for the user.

  6. Click Save to submit your new settings.