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Members

How to create and maintain logins for both external and internal users in the webshop.

Member list

Top navigation

Top navigations and functionalities

1 Create new member

Press the "+" and fill out the 5 required fields. Search and select the account number associated with the user from the presented dropdown-list. Press "Add member".

If you need to add additional information or make changes to the user account later, you can search for the specific member again and continue the process.

Add new member - step 1

Add new member - step 2

Warning

Please note! The system allows creation of two members with same account, email and password. This will however cause login to fail.

2 CSV-import multiple new members

Press the import-icon, and copy a csv- or excel file with the following fields/columns:

Account no, Email, Contact name, Password (optional), Role (optional but if left blank "User" will be the assigned role.

CSV-import of new members - step 1

CSV-import of new members - step 2

CSV-import of new members - step 3

CSV-import of new members - step 4

Warning

Note! The import will not allow the same email to be imported twice on the same account. You will get the message "There was an error"

Info

If password is left blank, instruct your user to go to webshop and use the "Reset password" function

3 CSV-import multiple wishlists

Press the import icon and copy a csv- or excel file with the following fields/columns:

E-mail, label (name of wishlist, if doesn't exist it will be created), Productid, Quantity

Click "Import"

CSV-import of wishlist - step 1

CSV-import of wishlist - step 2

Result in Webshop

Info

If the product you are importing already exists on the existing wishlist (label) the qty on the new import will overwrite the existing qty.

Searching members

3 searchfilters are available for member searching

Created

Choose the periode of creation you are searching for

Search by created period

Filter members

Type part or whole of name, account or email. Result will appear as you type. The search is not limited to "starting with"

Search by filter members

Type whole or part of accountnumber. Result will appear as you type

Search by account number

As of version 6.0.8 it is possible to filter members by create date and last login date. This is accessible from the sidebar and, see screenshot below. Create date and last login is also visible in the member list.

Create date and last login filter

Member details

Overview

Top navigation

Top navigation icons explained

1 Press the key-icon to reset a users password, enter the new password twice.

Change password on user

2 Press the bin-icon to delete user. The user will no longer have access to login on the webshop.

3 Press the edit-icon to edit user information

Name

The member-name will appear in the webshop as "Logged in as" and also serves identification purposes in "Members" for the administrator of passwords. It will not appear on the order-confirmation, the customername from the ERP-system will show instead.

Member name shown on webshop

Membername in Members

E-mail

This is the email that receives the order confirmation when placing an order.

Account number

The account number must exist in the ERP-system. Begin typing and choose from search options

Account number search from ERP-system

E-level

Available E-levels for users

For customers, choose E-level "User".

Warning

User roles "Approver" and "Super User" must not be used, unless specific functionality have been specified and developed by Chainbox.

E-level for internal users

Supervisor

Allows you to buy on behalf of any customer and gives access to webshop front end. This access is given to internal users that actively work with the settings and functions of the webshop.

E-level Superuser

Salesperson

Allows you to buy on behalf of any customer.

E-level Salesperson

Addresses

Please leave blank. The customers addressinformation from the ERP-system will default as address on orders.

Only in special scenarios could it be relevant to type an individual adress here. Please consult Chainbox to understand the ramifications before taking this field into use.

Adresses on Member - please leave blank

Favorites

The customers wishlist will show here, and can be amended if needed.

Maintaining wishlist on Member

Member fields

Default no settings are required here. This is a placeholder for special requirements if developed.

Member fields for special requirements developed