User

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

Cellular

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.

IP address restriction

If this is disabled, the user will be able to login with any IP address.

Allowed IP addresses

Choose from which IP adresses the users should be able to login from.

Roles

Shows the users role

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 and products in the basket. Instead the customer can use a free text field in the checkout to type in their order.

Default goods label

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.

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.

Prevent login modifications (recommended for PunchOut)

Should only be used for PunchOut´s.

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

(OPTION) 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.

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