Website Users and Console Users are the central constructs for the management of information and security. They contain the information for accessing the websites and Admin Console, such as the user name, user profile information, default customer, assigned roles and assigned websites. Administrators need to effectively manage security, in terms of access to the Admin Console, as well as communicate to users via the Admin Console. It is important that Administrators do not confuse the ways in which their users access information. With this in mind, Optimizely B2B Commerce has split the User group into two categories: Console Users and Website Users. This allows for more granular control of what Users can see and do within the websites and the Admin Console.
When a website user is assigned to a BillTo record that User will have access to all the ShipTo records associated with the BillTo record.
User records can be created via one of four processes:
- Imported via an Spreadsheet (Typically only done during the Implementation Phase)
- Pre-populated through an ERP system integration
- Manually from within the Admin Console
- Automatically when a new customer creates an order