Manage a User

1. In the main menu, click Setup > Add User. The User portal opens.
2. Enter information in the following sections:
   General

   The General section is used to enter these settings for a user:

   User ID

   The unique identification for the user is automatically created when the user information is accepted.

   Username

   Enter a unique name for the user.

   Office

   Select an office from the drop-down list. You can also add a new office by clicking the button.

   Department

   Select a department from the drop-down list. You can also add a new department by clicking the button.

   Default User Role

   The Default user role option defines how information in the Commerce Assistant is displayed to the user based on the user's business role.

   Note

   User roles should not be confused with privileges, which determine what a user is allowed or not allowed to access. User roles simply define how certain information is displayed.

   Password

   Enter a password for the user. You can also create a random password by clicking the Create Random Password and Copy it to the Clipboard button. If you create a random password for the user, you must select the User must change password at next login option that requires the user to change the password at the next login.

   Repeat Password

   Enter the password again. If you created a random password for the user, this field populates automatically.

   Security Policy

   Select a security policy from the drop-down list. You can also add a new security policy by clicking the button.

   Status

   Select to activate or disable the user. Users can have the following statuses:

   Status	Description
   Active	The user is active.
   Disabled	The user has been disabled. The user data remains in the Commerce Assistant.
   Inactive	The user is not active and has exceeded the number of days allowed without logging in. This status is determined by the Deactivate inactive users after ... days option in the security policy.
   Locked out	The user is locked out. This status is determined by the Automatically lock out user after ... failed attempts option in the security policy.

   User Must Change Password at Next Login

   Select to require a password update at the user's next login.

   Test Credit Card Number

   Click the Create New Test Credit Card and Copy it to the Clipboard button to create a test credit card number.

   To test your orders, paste the test credit card number from the clipboard into your checkout page using the keyboard shortcut CTRL+V.

   Important

   Keep in mind the following information when using a test credit card to test your cart:

   • The credit card type must be Visa or Mastercard (not American Express).
   • The CVV code can be any three numbers.
   • The expiration date can be any date in the future.
   Contact

   The Contact section is used to enter contact information settings for a user.

   General

   Enter general information for the user. You can set up different contacts for billing, delivery, and licensee issues. Click Different Billing Contact, Different Delivery Contact, or Different Licensee Contact to set them up individually.

   Example

   If you want to set up a different delivery contact, click Different Delivery Contact. Enter the information in the Delivery Contact tab. If you'd also like to set up a different licensee contact, click the Billing and Licensee Contact tab and click Different Licensee Contact. Enter the information in the Licensee Contact tab.

   Note

   You can enter non-romanized language information for the user's company name, first name, and last name in the Original tab.If you need a romanized version, click Romanize and the Commerce Assistant automatically translates this information in the Romanized tab. Enter katakana information in the Katakana tab; this is a character set which helps transcribe foreign words into Japanese.

   Address

   Enter the user's address.

   Email and Phone Numbers

   Enter the user's email address and phone and fax numbers.

   Privileges

   The Privileges section is used to select privileges for a user based on the user's role in the organization. In the Commerce Assistant, there are 12 pre-defined privileges that provide the most common rights within an organization. Those pre-defined privileges are displayed here, along with any additional, customized privileges that have been configured for your organization.

   Important

   For security reasons, it is strongly recommended to create and use a separate user account(s) that is only used for the API User privilege. This user account should not be granted any privileges other than for API access.

   Select Privileges for a User

   Select one or more privileges for the user.

3. Click Save.

Under Setup > Users, you can find the Users search feature. This is used to find information about users by returning a list of results containing the users you would like to access.

1. In the main menu, select Setup > Users. The Users search opens.
2. Search for the user you want to view.
3. Select the user line item in the search results.
4. Click Open. The user opens.