Manage company user accounts

Company users are assigned by the company administrator, and are visible from the Admin in the Customers grid by the customer type, Company User. These individuals are typically buyers with varying levels of permission to access store services and resources.

The company administrator first sets up the company structure, and then completes the following tasks, as needed:

• Create company users and assign users to teams

• Define roles and permissions, and assign users to roles

Add company users

1. From the storefront, the company administrator signs in to their account.

2. In the left panel, chooses Company Users.

3. Clicks Add New User and does the following:

• Enters the Job Title of the new user.

• Chooses the appropriate User Role if the roles and permissions are defined. Otherwise, they can return later to assign the role.

• Completes the remaining fields as needed for the user:

◦ First Name and Last Name

◦ Email

◦ Phone Number

By default, the Status of the account is Active.

1. When complete, clicks Save.

2. Repeats the process to create as many company users as needed.
The new users appear in your Company Users list, along with the Company Administrator.

To save time during their first order, the company administrator can remind each company user to add the default company billing and shipping address to their address book.

Edit company users

1. From the storefront, the company administrator signs in to their account.

2. In the left panel, chooses Company Users.

3. Finds the user record to be updated, and clicks Edit.

4. Makes the needed changes.

5. When complete, clicks Save.

Remove a company user

1. From the Aladdin website storefront, the company administrator signs in to their account.

7. In the left panel, chooses Company Structure.

8. Selects the company user in the company structure.

9. Clicks Delete Selected.

1. When prompted to confirm, clicks Delete.

In the Admin, the company user remains listed in the Customers grid, but with an Inactive status.

Field descriptions

Field	Description
Job Title	The job title of the company user.
User Role	The role assigned to the company user. Options: Default User / (other roles)
First Name	The first name of the company user.
Last Name	The last name of the company user.
Email	The email address of the company user.
Phone Number	The phone number of the company user.
Status	The status of the company user account. Options: Active / Inactive

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