Managing Account Managers for Customers
For business customers, Intershop Commerce Management allows for managing specific Intershop 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
-
Select the channel from the context selection box, then select Customers | Customers.
This displays all customers and users in a single list view.
-
Click the name or ID of the customer.
This displays the Customer detail view.
-
Change to the Account Managers tab.
This displays all Intershop Commerce Management users currently assigned as account managers to this customer.
-
Click New.
This displays a list of available Intershop Commerce Management users.
-
Select the checkbox of the user to be added as account manager.
Note that users already assigned as account manager cannot be selected.
-
Click OK.
The selected Intershop Commerce Management user is assigned as account manager to this customer.
Deleting Account Manager
To unassign a user as account manager:
-
Select the channel from the context selection box, then select Customers | Customers.
This displays all customers and users in a single list view.
-
Click the name or ID of the customer.
This displays the Customer detail view.
-
Change to the Account Managers tab.
This displays all Intershop Commerce Management users currently assigned as account managers to this customer.
- Select the checkbox of the user to be unassigned as account manager.
-
Click Delete, and confirm the operation.
This removes the account manager privileges for the current customer from the selected user.