The User Info page contains contact information for the user. If you, as a Site Admin, create the account most of this data can be pulled from your ERP system at account creation by using the Add User Wizard, and if the account is created by the user, this data will be filled in when the user completes the User Information form at account signup.

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 order history, favorites, and saved carts to be lost.

3. "Time Zone" will default to your WebAlliance Site 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 timestamps across the site, like in My Account and Recent Web Orders (among other places).

4. "Duplicate User" is used to create a new user using info from the user you are currently viewing. For more information on this tool see: http://wamanuals.aes2.com/m/35379/l/1320022-duplicate-user 

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.

1. 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.

2. Click "Manage Customer Logo" to update the Customer Logo for the Customer Code entered in the "Default Customer Code" box. Changes made to the Customer Logo will apply to *all* users with the relevant Customer Code.

3. 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.

4. Salesrep information is not required. If you enter information for the user's Salesrep, it will appear on the user's "My Account" page.

5. Inventory Display 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) or as the user's region.

6. Inventory Details/Pickup Options allow you to designate what a User sees depending on the selection you make.   Similar to Inventory Summary Options, you can set this so that the user sees all locations, only their Default Location, or locations in their region. Read more about regions here.

7. Taker Id will first check if you have a Taker Id set for the new user's default location. If the default location has a Taker Id it will appear here. If no Taker Id is set for the location it will then be set to the default Taker Id from the Site Settings. You can manually enter a Taker Id to override both of these automatic ones. The text in the field will show what is currently being used and the text above will display where it is getting the Taker Id from.

8. Order Notify Email is a site default in Settings. You can also set an Order Notify Email per location. If there is an email configured for the user's Default Location the site will use that first. If there is no email for the location the order notifications for that user will be sent to the site's default notification email. If you enter a value on the User Detail page, that value will overwrite the site's default address for this user.

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

1. "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. Suppose you noticed that one of your clients has not ordered from your site in some time and would prefer to have them separated from your active users. In that case, you are able to disable their accounts without fully deleting them by selecting Disabled from the "Website Access" menu. 

2. "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.

3. See our article called 'Security Levels' for explanations of each entry in the "Access Level" drop-down menu.

4. User Site Options - this section provides the ability to toggle on or off certain user features.

• "Allow Terms" determines a user's access to their assigned Customer Code's ERP payment terms. If unchecked, this user will not have access to "On Account" at checkout.
• "Bypass Product Location Restrictions" allows a user to ignore any location-based product restrictions you might have in place on your site.
• "Disable Credit Cards" allows you to disable the user's access to Credit Card as a payment type. NOTE: If your site doesn't offer credit card payment in the first place, this setting will have no effect. Also, if the user is set up as RetailUser, this setting will have no effect. CC On File is not disabled with this setting. It affects only Credit Card entries entered on the web.
• "Show Local Ship Options" determines a user's access to Customer Pickup/Will Call and Delivery as shipping options at checkout.
• "Restrict to Order Templates", if checked, will limit the user to ordering only from Order Templates that are assigned to their user account.
• "Disable Coupons" will only appear here if your site uses the Coupon Module.
• "Disable Pricing and Purchasing" will hide pricing on all items across the site for a particular user.  Items without prices can't be added to the cart.  This setting will also prevent the user from adding items from order templates, favorites, and Wish Lists to a cart, effectively preventing them from being able to place an order at all.
• "Use Retail Pricing Only" shows the user "Retail Price Override" pricing instead of the standard pricing calculated according to their customer ID.
• "Disable Login Restriction" exempts this user from the built-in WebAlliance login protection. Normally, if a user logs in more than 3 times in 1 minute, that user's account will be disabled. Check this box to exempt this user from that function.
• "Require Two-Factor Authentication" will require the user to enter a two-factor authentication code when logging in to the site.

5.  The "Account Access" box allows you to enable or disable access to the listed areas of the site for the selected user. You're able to enable or disable your customer's ability to view Current Backorders, Invoice Information, Purchase History, Recent Orders, Recent Quotes, Rewards, or their Current Statement. 

6.  "Allow Address Entry" determines a user's ability to enter manual shipping addresses at checkout. Use the site defaults, or select "Allow" or "Disable" to override the site's defaults for the selected user.

7. "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 the Stats menu) labeled "RESET AUTHORIZATION".

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.

The "Miscellaneous" tab holds user information that doesn't fit in the other tabs. Most site add-on features and optional modules can be controlled from this tab. In the screenshot above, the site has enabled the "Spending Limits" module.

Personal Addresses contains a list of manually entered addresses that a user has opted to save to their web account.   You can export the list of addresses to an Excel file.

Click "Ship To's" to specify which Ship To records a given user should be able to access. The list will be based on their Customer ID, but you can decide if some of that Customer ID's Ship To records should be unavailable to a web user.

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.

On the Default Cookies tab, you can set the default for whether you want the user to see item lists in Grid View or List View.  Note:  The user can adjust this themselves, this only sets the default for the user. 

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.

Under Cart Info, you can find data about the status and number of carts that the user has entered. Clicking "Total Carts" will display the "Search/View Orders" page filter down to a list of all carts purchased by the selected user.

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 gives a quick overview of Product Restriction information that involves the selected user. You can view the User Groups that the user belongs to, as well as the applied Product Restriction rules.