Manage Coworkers (SuperUsers Only)

 

Users with the "SuperUser" access level will have access to a special tool in My Account called "Manage Coworkers".  This tool gives the SuperUser access to create and manage accounts sharing their default Customer ID.

This tool is not available to SuperAdmin or Admin users.  If a SuperUser requires assistance from an Admin, the Admin will have to use the "Emulate User" function to access "Manage Coworkers".

This access level is not intended to be used in tandem with the Multiple Customer Codes tool. 

Manage Coworkers

SuperUsers will have access to a "Manage Coworkers" link in the "Account Activities" box at the bottom of the My Account screen.  From the Manage Coworkers screen:

  1. Enter text in the "Filter Users" box to filter the user list.  Click a username to view details about that user.
  2. Click a letter (or 0-9) to filter by the first character of the username.
  3. Clicking on "Add User" will provide a SuperUser with two options to create a new user.  If the new user is an existing contact in your ERP system, they can use the "Add User Wizard".  Relevant user information from your ERP system will be filled out for them.  Or they can select "Manually Create User" to enter all of the new user's information by hand.  Read on for further details about adding users.

NOTE: "Last Activity" reflects the last change to the user's profile, including (but not limited to) cart purchases, password or email updates, and site logins).

Manually Create User

The SuperUser can click "Add User", then "Manually Create User" to create a new user with their default Customer ID from scratch. The new user will be approved with the "User" role, meaning they'll be treated as a B2B user.

A website Admin will receive a notification that a new user has been created by a SuperUser. The new user will already be approved, but the Admin should still verify the user information in the User List.

The first tab requires the SuperUser to enter all contact information for the new user. These fields have the same functions as their counterparts on the User Details Screen's "User Info" tab.

The second tab shows any User Miscellaneous Fields that have been created for your site.  These are additional fields to be filled out for new users.  You can see more about those fields in the User Miscellaneous Fields article.

The third tab allows the SuperUser to enable/disable the user's account and restrict them to ordering only from Order Templates. The SuperUser can also determine which areas of My Account are available to the user.  The SuperUser will only be able to give access to the areas they have access to themselves.  For example, if the SuperUser does not have access to "Recent Orders", they will not be able to give any users access to "Recent Orders" either.

If your website has the optional Purchase Approvals module, the SuperUser will see an "Online Spending Limits" tab when creating a new user.  This will give SuperUsers the ability to set spending limits and order approvers for users with their default Customer ID. Be sure to educate your SuperUsers about how this module works.

Add User Wizard

The Add User Wizard will work much the same way as adding a user manually.  If the new user is an existing contact in your ERP system, though, WebAlliance will fill out some of the user's information automatically.  The SuperUser can click "Add User", then "Add User Wizard" to start the process.

Entering an email or contact ID and clicking "Search" will generate a list of users to select from.  The list will be limited to users with the SuperUser's default Customer ID.  If no users are found, the SuperUser can still create a user manually by clicking "New User".

The same contact information will need to be entered when using the wizard.  Some of the information will be filled out on the User Info screen if a contact was found in the search.

"Account Access" and "Default Location" work in the same way as when creating a user manually.  The SuperUser will only be able to assign Account Access to the areas they themselves have access to.

SuperUsers will need to review the information they entered for the new user.  Data can be corrected by clicking the appropriate "Edit" button.  Clicking "Finish" will complete the process of adding the new user to the system.

SuperUsers will then have the option to start the process over for a new user or edit the user they just created.

Manage Existing Users

From the "Manage Coworkers" page, a SuperUser can also edit existing users that have the same default customer code.  Selecting a user from the list will load the user's information. They can also disable or enable a user by using the "Disable User" or "Enable User" button. If a user is enabled, they can log in to the website.  If they're disabled, they cannot log in to the website.