Managing Users of Business Customers

For business customers, Intershop Commerce Management allows for managing individual users. This involves adding, editing or deleting users as well as re-associating users with customers.

Adding or Editing Users

To add a new user or edit an existing user for a business customer:

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 Users tab.
This displays a list of all users currently assigned to this business customer.
To add a new user, click New. To edit an existing user's data, click the user's name.
This displays the user detail view.
Specify or modify the required user data.
Click Apply.
Otherwise, click Cancel to discard the changes.

Deleting Users

Users of business customers can be deleted from the business customer's detail view or the global Customers and Users list view. Deleting users from the Customers and Users list view follows the same approach as described in Deleting Customers.

To delete a user from the business customer's detail view:

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 Users tab.
This displays a list of all users currently assigned to this business customer.
Select the checkbox of the user to be deleted.
Click Delete, and confirm the operation.
This removes the selected user from the customer.

Note: When deleting the last user of a customer, you are prompted to decide whether to delete just the user and keep the customer or to delete the customer as well. Select the intended option and confirm the deletion.

Re-Associating Users

It may happen that multiple users register for the same business customer independently, which leads to multiple accounts for a business customer. In this case, you need to consolidate the customer-user associations, moving all users to one instance of the customer and, consequently, deleting the remaining "empty" customers.

To move a user:

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 Users tab.
This displays a list of all users currently assigned to this business customer.
Select the checkbox of the user to be re-associated with another customer.
Click Move Users.
This opens a list of all available customers.
Select the radio button of the customer to which the user is to be moved.

Note: The current customer cannot be selected.
Click Move.
The selected user is moved to the selected target customer.

Note: When moving the last user of a customer, you are prompted to decide whether to delete the customer. Select the intended option and confirm the deletion.