User Details

All the fields required to add a new user are listed under the Required Fields tab.  Contact ID and Extension are listed but are not required.  Once all of those fields are entered and the access level is decided you can click "Save" at the bottom of the page to finish creating the new user.  You can also go through the rest of the tabs to add additional information but everything aside from the first tab is optional. 

For an explanation of each tab, view the "main User Details" manual entry.

You must be a SuperAdmin or an Admin with the Users Area role to access the User Details Screen.

User Info

  1. "Change Password" will allow you to manually type in a password for the account.
  2. "Rename User" is a beta feature and should be used with caution.  Under certain conditions, changing the username can cause User information like purchase history to be lost or inaccessible.
  3. "Change Email" will allow you to change the email address associated with the user. 
  4. "Time Zone" will default to your WebAlliance Portal Settings Time Zone, but each user should have their own Time Zone set here.  This user setting determines the way that each user will see time stamps across your WebAlliance Portal.
  5. "Duplicate User" is used to create a new user using info from the user you are currently viewing. For more information on this tool, click here.
  6.  "Print User Info" provides you with a printable overview of the user's account information.

Be sure to click "Save" at the bottom of the screen after making changes to any user. When the user's details are saved, you'll see a message indicating that the save is successful.

Company Info

The second tab, "Company Info" contains information that will likely be common to all users who belong to a given customer code, but they can be changed on a single-user basis.


  • The "Search" button next to Default Customer Code will search across known Customers from your ERP system based on Name or Customer Code.  Selecting the Customer Code via this search will autofill the "Company Name" field as well.
  • Click "Manage Customer Logo" to update the Customer Logo for the Customer Code entered in the "Default Customer Code" box.  Changes made the Customer Logo will apply to *all* users with the relevant Customer Code.
  • Salesrep information is not required.  If you enter information for the user's Salesrep, it will appear on the user's "My Account" page.
  • Default Location is also defined in the site's settings.  The selection here can be made from a drop-down menu which is populated from your site's Inventory/Pickup Locations list.
  • Inventory Summary Options can be set to follow the site's default, or you can set (per-user) to display inventory as a summary of all locations' inventory, or as the inventory of the user's Default Location (see above).

Security & Access

Security & Access lets you enable or disable access to certain elements of the website, on a per-user basis.


  • "Website Access" determines if the user's account can be accessed.
  • To approve a new account, select the "Enabled" option underneath the "Website Access" menu
  • If you noticed that one of your clients has ordered from your site in some time and would prefer to have them separated from your active users, you are able to disable their accounts without fully deleting them by selecting Disabled from the "Website Access" menu. 
  • "Send Approved Email" determines if the approval email will be sent upon account approval. You can also see the timestamp from when the approval email was last sent, when the account was created, and the last time the user logged in to the site.
  • See our article called 'Security Levels' for explanations of each entry in the "Access Level" drop-down menu.
  • The "Account Access" box allows you to enable or disable access to the listed areas of the site for the selected user.
  • "Reset Authorization" lets you force a user to be logged out.  Then, they'll need to log in again to access pages that require a login to access (the My Account page for instance).  When used, this feature will add a record to the Activity Logs (in Stats menu) labeled "RESET AUTHORIZATION".

If a user is locked out of their account for attempting to log in with an incorrect username or password ten or more times, you will see an "Account Locked" badge and an "Unlock" button on their User Detail page.  See more about how locked user accounts work in the "A user's account is locked" article.

Multiple Cust Codes

The multiple customer code per user function allows a specific user to have access to more than one ERP Customer ID without the need to have a separate login for each customer code they need to access.  The user's primary customer code is still assigned under the Company Info tab.  When you associate more than one customer code with a web user, they will have the ability to select the desired code from their My Account page.  When they change customer codes, they then see pricing, invoices, orders, etc. all associated with the selected code.

First, check the "Enable" box.  Then click "Add a customer code". Enter the customer code on the left side and a description of that customer code on the right. Then click Update.

The user can change their assigned customer code via a drop-down menu on My Account that will only appear if Multiple Customer Codes are enabled for that user.

Miscellaneous

If you configure any questions in the User Miscellaneous Fields Configuration tool on the site, users will be asked to answer those questions when they create an account.  The user's answers to those questions are saved in the Misc Fields section here.

You can also control the user's My Account Favorite Links. This is under the "Favorite Links" section.  The user has the ability to control these themselves from their My Account page.

User Stats

On the User Stats tab, you can find information specific to the selected user account, such as the account's creation date, last login, and Last Activity.

"Marketing Opt-In" displays the user's decision about receiving marketing information from your organization.

You can also click the buttons to view Emails sent to User, Recent User Searches, Recent User Clicks and Forms submitted by User filtered to the selected user.

The "User Permissions" tab is only used for E-Commerce.