You must create Admin accounts in order for admins, customer service representatives, sales representatives, and other users to access Unified Commerce. This guide explains how to create and invite users, as well as organize them into user groups and block IPs.
For more information about roles and the behavior permissions that control each user's access level, see the User Roles guide.
View and Invite Users
Once you define your organization's roles, you can invite specific users to your account. Go to System > Permissions > Users to view the list of current users.
If searching for an existing user, use the search bar or expand the drop-down menu to filter the results by first name, last name, or email address.
To invite a new user:
- Click Add User.
- Enter an email address.
- In Access Level, select one or more roles.
- Click Invite User.
- Once the user accepts the invitation, they can begin working in Admin.
You can edit an existing user's email, username, and access level.
- Go to System > Permissions > Users.
- Click a user in the table whose account you want to edit, or expand the drop-down action menu on the right of the table row and click Edit.
- Edit their Email and/or Username as needed.
- Select and/or deselect roles as needed under the user's Access Level.
- Click Save.
Users can be organized into groups at Settings > Permissions > Groups. Create groups and assign existing users to them in order to create sets of similar users such as regional administrators, sales managers, etc. depending on your needs.
At the moment, user groups will have no effect. They are intended for use with the B2B feature alongside custom BPMs, which are not yet supported. In the future, this capability will be released and groups may also be leveraged for other use cases.
To create a new group:
- Click Add Group.
- Enter a required name and a shorthand code for the group.
- Enter an description if desired.
- Click Create Group to confirm.
- Begin adding users by selecting them from the drop-down. You may begin typing the user's name and they will appear as the suggested result.
- Click Add Users when complete.
Once created, the group will be displayed in the table. Click any group in the table to view its details and edit the name, description, or user list.
Under the IP Restrictions section of the user settings, certain IP addresses can be blocked from viewing the associated eCommerce storefront and Kibo interfaces, if a storefront is applicable for the implementation. Turning this setting on will enable the ability to download the existing security rules (if none exist, this file will be blank) and upload a CSV file containing new security rules.
Once a file has been uploaded in the proper format, click Save to begin using those rules.