Create users in the Admin Console

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As an Administrator in Optimizely Configured Commerce, you can create console and website users. While you can create website users on the storefront, you can also create website users in the Admin Console, as well as create other Admin Console users.

Manually create a console user

  1. Log into the Admin Console.
  2. Go to Administration > Console Users.
  3. Click Add Console Users.

    CreateNewConsoleUser.png

  4. Enter the User Information. User Name and Email are required. The other fields are optional.
  5. Assign the appropriate role(s).
    AssignConsoleUserRoles.png
  6. Click Save or Save & Add New to add another user.

Once a user is created, a notification at the top of the form is displayed stating the user is not activated. Click Send Activation Email to send an email that lets the user activate their account.

SuccessMessage.png

This notification updates with the activation status. When you send the activation email, it will display an option to Resend Activation Email or disappear entirely if the user is activated.

If you created multiple users with Save & Add New, go to the Console Users dashboard, click the Edit icon for each user, and click Send Activation Email. If needed, you can sort the dashboard by Activation Status.

ActivationStatus.png

Manually create a website user

  1. Log into the Admin Console.
  2. Go to Administration > Website Users.
  3. Click Add Website User.
    AddWebsiteUser.png
  4. Enter the User Information. The User Name and Email are required.
  5. Click Save or Save & Add New.

    Do not assign any Roles at this time. Assigning a role results in a notification that the user is required to have an Approver assigned. However, the Approver field is not displayed unless the user is first assigned to a customer.

A message displays that the user has not been activated. The steps required to activate the user depend on your site settings. If Restrict Users to Assigned Websites (Administration > Settings) is set to Yes, the user must first be assigned a customer and a website. If the setting is No (default), the user must be assigned a customer.

WebsiteUser_Activate.png

  1. Go to the Customers and Websites tabs to assign as needed.
  2. Click Save.
  3. Go to Details and assign the appropriate roles.
  4. Click Save.

When you have met the requirements, the notification updates to let you send the activation email. Click Send Activation Email.

SendActivationEmail.png

The notification updates with the activation status. When you send the activation email, it will display an option to Resend Activation Email or disappear entirely if the user is activated.

If a user is assigned to multiple websites, a window displays for you to select the website for activation. 

ActivateAccout_MultipleWebsites.png

Select the website from the drop-down list and click Send Email.

If you created multiple users with Save & Add New, go to the Console Users dashboard, click the Edit icon for each user, and click Send Activation Email. If needed, you can sort the dashboard by Activation Status.

ActivationStatus.png

Manually update activation status

This method is not recommended in a Production environment but can help with testing in Sandbox.

To update the activation status of a website user account without sending the activation email:

  1. Go to Administration > Website Users in the Admin Console.
  2. Enter the text Activated in the Activation Status field.

    Activated.png

  3. Click More Options and select Set Temporary Password.
    SetTemporaryPassword.png
  4. Click Save.
  5. Click Save on the Edit page.
  6. Log in to the storefront with the temporary password for testing.