Find the Customer:
- Go to the CRM module and find the customer to whom the B2B store belongs.
- Go to the CRM module and find the customer to whom the B2B store belongs.
Go to the “Contacts” Page:
- Navigate to the “Contacts” tab for the selected customer.
- Navigate to the “Contacts” tab for the selected customer.
Add or Select a Contact:
- To add a new contact, click the “Add New Contact” button.
- Alternatively, you can click on an existing contact to update their information.
Enter User Details:
- Ensure the contact has an email address entered in the “Email” field. This email will serve as their login username.
- Ensure the contact has an email address entered in the “Email” field. This email will serve as their login username.
Create eStore Login Details:
- Tick the checkbox for “Create eStore login details for this user.”
- Tick the checkbox for “Create eStore login details for this user.”
Set a Password:
- Enter a password in the password fields (e.g., “password123”).
- Alternativly Select Create Random Passowrd
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- Alternativly Select Create Random Passowrd
- Enter a password in the password fields (e.g., “password123”).
- Reset Password on Login
- Select this option to have the contact reset their password on next login
Optional Settings
- Main Approver
- Main approver for using store approvals
- Store Admin
- Can see all order from any department
- Department Admin
- Can Create and Deactivate Users from My Account settings within store.
- Can Create and Deactivate Users from My Account settings within store.
- Main Approver
Save the Contact:
- Click the “Save” button at the bottom of the page.
- Click the “Save” button at the bottom of the page.
Sending Login Information
Automated Email:
- If you checked the “Email login Info to the user” checkbox, the system will automatically send an email with the login information.
- To customize this email, go to the settings wheel in the top-right corner, click “ePrint eStore,” select “Order Emails” from the left menu, and click “Customize Text.” Then, click the “New B2B Contact Registration” link to modify the template.
- If you checked the “Email login Info to the user” checkbox, the system will automatically send an email with the login information.
Manual Email:
- If you prefer to send the login details manually, you can email the user directly from your email program.
- Provide them with the B2B eStore’s URL (found on the customer’s CRM page under the “eStore” tab), their login username (their email address), and the password you set up for them.
- If you prefer to send the login details manually, you can email the user directly from your email program.
By following these steps, you can ensure that new users are successfully registered in your B2B eStore, allowing them to access and utilize the online store effectively.