Enter the user ID of the customer to whom you will provide access to your Web site, or click the Lookup button to list all user IDs. The user ID must be unique system-wide.
Enter a password containing a minimum of 6 characters but no more than 24 characters. The password is case-sensitive. This is a required field. For security purposes, only the user should know the password. A user's password can be changed from the Internet by that user. When a user submits a password change over the Internet, this field defaults to the new password after the change is updated.
Retype the user password to confirm it.
Select the type of customer associated with this user ID.
Select .order to change a .store customer to a .order customer.
Select .store if you want the customer to remain a .store customer.
This field is available only for .store customers. For .order customers, this field displays .order and can only be viewed.
Enter the customer number to which the user ID is assigned. You can start typing a customer name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the customer number will appear in the field.
Only one customer can be entered per user ID. A customer can be assigned to one .store user ID or multiple .order user IDs. This field is available only for new .order customers; changes cannot be made to the customer number for an existing user ID.
If you enter a number for a customer that is not Internet-enabled, a message appears warning you the customer is not IT enabled. You must select the Internet Enabled check box in Customer Maintenance before creating a user ID for the customer.
Note If a customer status is set to Inactive in Customer Maintenance, a message appears warning you that the selected customer is inactive and cannot be used. You must change the customer status to Active or Temporary.
If a customer is also set up as a contact in Customer Contact Maintenance, enter the appropriate contact code in the Contact field. Click the Lookup button to list all contacts. The corresponding information appears in the name and address fields and can be modified. When a value is entered in this field, the customer and contact records will be linked. If a .order user ID is linked to a contact code, both records are maintained. For .store customers, the customer address fields in this window are linked to the user ID record. This field is available only for .order customers.
Click the field hyperlink to launch this field's associated maintenance task. If a value is entered in this field, the associated data is displayed in the maintenance window. The maintenance task can be accessed only with the appropriate security setup.
Enter the user's title.
Enter the user's name. If a contact has been entered in the Contact field, the contact name is defaulted, but it can be changed. Only the first 15 characters of the customer's name appears during data entry and on reports.
Enter the country code, or click the Lookup button to list all country codes.
The country code entered for the customer or customer contact is entered by default, but you can change it.
A country code is needed to ensure that the correct city and state or province are entered based on the ZIP or postal code.
Enter a new country code to add it using Country Code Maintenance On the Fly.
Enter the user's address. The address entered for the customer or customer contact is entered by default, but you can change it.
Enter the ZIP or postal code. The ZIP or postal code entered for the customer or customer contact is entered by default, but you can change it.
Enter a new ZIP or postal code to add it using ZIP/Postal Code Maintenance On the Fly.
Enter the city. The city entered for the customer or customer contact is entered by default, but you can change it.
Enter the state or province abbreviation. The state or province abbreviation entered for the customer or customer contact is entered by default, but you can change it.
Enter the user's telephone number. The telephone number entered for the customer or customer contact is entered by default in the Telephone 1 field, but you can change it.
Select the phone type in the field to the right.
For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the phone number based on the country code.
Enter the fax number starting with the area code.
For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the fax number based on the country code.
Note The fax number must include the area code to process a fax.
Enter the user's e-mail address. Click the
Select this check box to assign the user supervisor rights, which allows the user to modify or add user records set up for the assigned customer number on your Web site. In addition, the user can submit customer changes and modify or add ship-to addresses. This check box is selected by default for .store customers. Clear this check box to suspend supervisor rights. Users who do not have supervisor rights can only view their own user information.
Allow Submission of Shopping Cart Entries
Select this check box to allow the user to submit shopping cart entries, which create sales orders. This check box is selected by default for .store users. Clear this check box if the user is not allowed to submit shopping cart entries.
Select this check box to suspend the user's access to your Web site. Clear this check box to allow the user access to your Web site.
