Managing Account Managers for Customers

Note: This feature is supported with the B2X edition of Intershop Commerce Management.

For business customers, Intershop Commerce Management allows for managing specific Commerce Management users as "account managers". Account managers have a number of additional permissions, like, for example, managing quotes (see Quote Management) on behalf of the merchant.

Adding Account Manager

To add a Commerce Management user as account manager:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click the name or ID of the customer.
    This displays the Customer detail view.
  3. Change to the Account Managers tab.
    This displays all Commerce Management users currently assigned as account managers to this customer.
  4. Click New.
    This displays a list of available Commerce Management users.
  5. Select the checkbox of the user to be added as account manager.
    Note that users already assigned as account manager cannot be selected.
  6. Click OK.
    The selected Commerce Management user is assigned as account manager to this customer.

Deleting Account Manager

To unassign a user as account manager:

  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click the name or ID of the customer.
    This displays the Customer detail view.
  3. Change to the Account Managers tab.
    This displays all Commerce Management users currently assigned as account managers to this customer.
  4. Select the checkbox of the user to be unassigned as account manager.
  5. Click Delete, and confirm the operation.
    This removes the account manager privileges for the current customer from the selected user.