Creating customer users

A customer user is linked to a customer that exists in your ERP database. Customer users can sign in to your website and purchase products.

  1. Sign in to your website with a user ID that has the Tenant Administrator role in Rhythm Portal.
  2. Click the Applications and Control Panel button in the toolbar.
  3. Click the Control Panel tab.
  4. In the Users section, click Users and Organizations.
  5. Click the Users tab.
  6. Click Add User.
  7. Specify this information:
    Email Address
    Specify the user's email address. The email address is the user's ID.
    Language
    Specify the user's default language.
    Prefix
    Optionally, select the user's title.
    First Name
    Specify the user's given name.
    Middle Name
    Optionally, specify the user's middle name.
    Last Name
    Specify the user's surname.
    Suffix
    Optionally, select a suffix for the user.
  8. Leave the fields in the More Information section blank.
  9. Click the Rhythm tab.
  10. Select the customer company where the user works. To search for a company, specify criteria in the Keywords field and then click Search. You can search by company name and number.
  11. In the Roles section, select the role to assign to the customer user.
  12. Click Save.

    If you have assigned a role and a customer to the user, then an email with website information is sent to the user. If you have multiple websites in your tenant, the URL that is used in the email depends upon customer's market. Emails can be sent in one language only. You cannot localize or translate the message.

    Optionally, the web shop can be configured to verify the user's email address at registration. If this feature is enabled, the user is redirected to a verification web page after registration. An email with a verification code is sent to the email address that was used to register for the account. To verify the email address, the user completes one of these steps:
    • Copy the verification code from the email and paste it into the field on the verification page.
    • Click the link in the verification email.
    Users can also request a new code.

    To set up email verification, contact Infor.

  13. After the user information is synced to the Business Center, complete these tasks in the Business Center:
    • Create user segments
    • Create assortments and assign them to user segments