Users

Netset does not recommend creating new users with password. Leave the password fields empty and use the 'send user activation' function afterwards, allowing the user to create own password.

In this section you find all your active and inactive users. Here you can also create, activate and delete users. We recommend that you never delete users, but make them inactive instead.

When activating a customer you will need to press the "Send user activation" button to notify the customer their account is now active. Please note that this button will only be present until they has completed their first activation. Following first activation the user will need to change their password via the "your account" section or use the "Forgot password" feature to reset in case of forgotten login credentials. Please note this button is only visible for active users.

Setting	What it does
First name	The users first name
Surname	The users surname
Social security number	The users social security number
Phone	The users phone number
Direct phone	The users direct phone number
Mobile phone	The users cellular number
Fax	The users fax number
Email	The users email adress

User Info

Setting	What it does
Active	If this is disabled, the customer will not be able to log in.
User name	The username used to log in to the site.
Password	Set a password. Netset recommends leaving this field empty.
Confirm password	Confirm the chosen password above. Netset recommends leaving this field empty.
Roles	Shows the users role

Security

Setting	What it does
IP address restriction ADD-ON	If this is disabled, the user will be able to login with any IP address.
Allowed IP addresses ADD-ON	Choose from which IP addresses the users should be able to login from.
Prevent login modifications (recommended for PunchOut)	Restricts users from altering their login credentials, ensuring consistent authentication, especially crucial for PunchOut integrations where stable login information is essential.
Two-factor authentication required	Mandates that users employ two-factor authentication (2FA) for added security during login, requiring a second form of verification beyond just a password.
Active two-factor authentication	Indicates whether 2FA is currently active for the user, enhancing account security by requiring an additional verification step.

Approve

Setting	What it does
Require product repurchase approve	This setting only affects customers who's purchase requires approval. If this setting is set to No a customer who have already bought a products and go it approved, will not need an approval the next time they buy the same product. If the products changes price it will count as a new product and require approval once more.

Settings

Setting	What it does
Want info	Turn this on if the customer is to take part in marketing material. The customer can change this setting on their own.
Send order confirmation by e-mail	This sets whether the user will be emailed an order confirmation or not.
Send invoice to customer by e-mail	This sets whether the user will be emailed an invoice or not.
Send invoice by e-mail when this customer approve an order	This sets whether the user will be emailed an invoice when they approve an order.
Send order confirmation by e-mail when this customer approves an order	This sets whether the user will be emailed an order confirmation when they approve an order.
No notification on order change	On the user card you can turn this setting on in order to NOT send the customer any order confirmation. Some of the more order heavy customers might not want to get order confirmation from the shop.
Allow to place freetextorders	Activate this if you want to allow the customer to place freetext orders. This means that the customers can go to the checkout without products in the basket. Instead, the customer can use a free text field in the checkout to type in their order.
Default shipping reference	Set the default goods label for all orders submitted by this user.
Default value for customer reference	Set the default value for the customer reference for all orders submitted by this user.
Default value for invoice reference	Set the defaul value for the invoice reference for all orders submitted by this user.
Message upon login as a user	This is a message that gets displayed for the admin that logs in as this user. Serve as a memo or note.
Show stock status	Determines whether the user can view the availability status of products, such as in-stock or out-of-stock indicators, based on the following options: Yes No Standard (yes or no based on the value set on the store's global settings).
Ask the user if the basket should be kept at customer switch	Prompts the user to decide whether to retain the current shopping basket contents when switching between customer accounts, useful in multi-account management scenarios. The options available are: Yes No Standard (yes or no based on the value set on the store's global settings).
Allow users to see all customer order history (Add on)	Allows the user to have visibility of "All" order history for the comapny this user is attached to, based on the following options: Yes - Can see all company order history. No - Can only see this users order history. Standard (Yes or No based on the value set on the stores global settings).

Display options

Setting	What it does
Show buy and back in stock notification-button	This setting regulates if the user is allowed to see the buy button or not.
Display strategy for buy button when out of stock	This setting regulates if the user is allowed to see the buy button or not if a product is out of stock.
Display strategy for back in stock notification button	This setting only applies when product is out of stock as the button is only visible when the product is not in stock.
Show sales prices	This setting regulate if the user is shown prices.
Show search field	This setting regulates if the search field for ElasticSearch will be shown or not.
Show category tree	This setting regulates if the Category tree will be shown or not.
Show general assortment	If you have created a global focus assortment, you can hide it from the customer here.
Show focus assortment	If you have created a customer connected focus assortment, you can hide it from the customer here.
Allow update of focus assortments	This setting regulates if the User should be able to update focus assortments.
Show general promotions	You can stop the customer seeing any global promotions here.
Show customer specific promotions	You can stop the customer seeing any customer connected promotions here.
Show general sections	This setting regulates if the User should see generally created sections or not.
Show customer specific sections	This setting regulates if the User should see customer specific sections or not.
Show configurators	If enabled, the configurators box sits on the right hand side of your store.
Show create product package button	This setting regulates if the User should see the create product package button or not.
Lock delivery address	Enabling this means the customer cannot change the address that goods are delivered to.
Lock invoice address	Enabling this means the customer cannot change the billing address.
Share Saved Baskets	Lets user share Saved Baskets if users, customer, groups or shop settings are set to true.
Asset inventory permission ADD-ON	This setting regulates the Users asset inventory permission: None - cannot view, create or update assets. Read - can only view assets. Update - can view, create and update assets.
Language ADD-ON	Default language on the user.
Two-factor required ADD-ON	Select whether two-factor authentication should be enabled for the user.

Customers

In the Customer tab you can find the functionality to add customers to the user. You can add more than one customer on a user in order to enable the user to shop for more than one customer.

Logins

Here you find statistics for log ins in date and IP number.