User Details

The user detail page lets you edit a company, contact or customer profile. Depending on the user type, you can manage contacts, addresses, favorite lists, price sheets, order lists and custom attributes.

Before you begin

• You need the User role to view user details.
• Editing user fields requires non-viewer access on the User role.
• Some tabs require additional roles (see the table below).

Open a user

Navigate to Users > Users and click any row. The page header shows a Back button and a Save button. For contacts and customers, the header also includes Webshop Account controls to create an account, delete an account or resend an invitation.

Available tabs by user type

Company tabs

A company detail page has seven tabs: General, Contacts, Addresses, Favorite lists, Price sheets, Order lists and Attributes.

Tab	Description	Additional role required
General	Company info, notes and properties	None
Contacts	Contacts within this company	None
Addresses	Delivery and billing addresses	None
Favorite lists	Company's favorite product lists	Shop role
Price sheets	Assigned price sheets	Pricing role
Order lists	Assigned order lists	Shop role
Attributes	Custom company attributes	None

Contact tabs

Tab	Description	Additional role required
General	Personal info, parent company and properties	None
Favorite lists	Contact's favorites	Shop role
Price sheets	Assigned price sheets	Pricing role
Order lists	Assigned order lists	Shop role
Attributes	Custom contact attributes	None

Customer tabs

Tab	Description	Additional role required
General	Personal info and properties	None
Addresses	Delivery and billing addresses	None
Favorite lists	Customer's favorites	Shop role
Price sheets	Assigned price sheets	Pricing role
Order lists	Assigned order lists	Shop role
Attributes	Custom customer attributes	None

Edit general information

On the General tab, update the user's basic information. The tab is divided into collapsible sections. For companies, these are Info, Notes and Properties. Use the right sidebar to jump to a section.

Company fields

Field	Required	Description
Name	Yes	Company name
Phone	No	Phone number
Email	No	Email address
Tax Number	No	Tax identification number
CoC Number	No	Chamber of Commerce number
Debtor Id	No	Debtor identifier
Tag	No	Tag label for the company

Notes (companies only)

Use the free-text notes field to add internal notes about the company.

Contact and customer fields

Field	Required	Description
Gender	No	Male, Female or Unknown
First name	Yes	First name
Middle name	No	Middle name
Last name	No	Last name
Phone	No	Phone number
Email	Yes	Email address (disabled if linked to a webshop login)
Mobile	No	Mobile number
Date of birth	No	Date picker (cannot be in the future)
Primary language	No	Select from available data languages

Manage parent company (contacts only)

The Company section shows the parent company. Use the picker to change it.

The Companies in Contact table lets you assign additional companies to the contact. For each company assignment you can:

• Set the contact's role (Authorization manager or Purchaser).
• Set an authorization limit for purchase approval workflows.
• Remove the company assignment.

tip

Set authorization limits per contact per company. When a contact places an order that exceeds their limit, the order requires approval from an Authorization Manager before it can proceed.

Manage contacts

On the Contacts tab (companies only), view and manage contacts linked to this company.

The table shows the following columns:

Column	Description
Photo	Contact profile picture
Name	Contact name
Email	Contact email address
Phone	Phone number
Authorization role	The contact's role, such as Authorization manager or Purchaser

Each contact row includes edit and delete action buttons.

1. To add a new contact, click Add new contact.
2. To link an existing contact to this company, click Add existing contact.
3. Use Filters to narrow the list.

Manage addresses

On the Addresses tab (companies and customers), manage delivery and billing addresses. The page is split into a Delivery section and a Billing section. Use the right sidebar to jump between them.

Each address table shows the following columns:

Column	Description
Street	Street name
First name	Recipient first name
Last name	Recipient last name
Street number	House or building number
City	City name
Country	Country
Postal code	Postal or zip code
Default	Whether this is the default address

Create or edit an address

1. Click Create new delivery address or Create new billing address to open the address editor dialog.
2. Click any row to edit an existing address.

The address editor includes the following fields:

Field	Description
Company	Company name for this address
City	City
Street	Street name
House number	Building number
Postal code	Postal or zip code
Region	Region or state
Phone number	Phone for this address
Email	Email for this address
Billing	Mark this address as a billing address
Make this address as default	Set as the default address
ICS Address	Mark as an ICS address

3. Click Save to confirm your changes.

Delete addresses

1. Select one or more addresses using the checkboxes.
2. Click Delete to remove them.

View favorite lists

On the Favorite lists tab, view the user's favorite product lists.

The table shows the following columns:

Column	Description
ID	Unique identifier
User ID	ID of the user who owns the list
Name	List name
Slug	URL-friendly name
Default	Whether this is the default favorite list
No. Items	Number of products in the list
Date Created	When the list was created
Date Updated	When the list was last modified

Use the search field to find lists by name. To create a new list, click New Favorite List.

View price sheets

On the Price sheets tab, view the price sheets assigned to this user.

The table shows the following columns:

Column	Description
Code	Price sheet code
Name	Price sheet name
Description	Short description
Priority	Priority order
Readonly	Whether the price sheet is read-only
Date Created	When the price sheet was created
Date Updated	When the price sheet was last modified

Use the search field to find price sheets by name.

View order lists

On the Order lists tab, view the order lists assigned to this user.

The table shows the following columns:

Column	Description
ID	Unique identifier
Description	Order list description
Type	Order list type (for example, POSITIVE)
Code	Order list code
Extra	Additional information
Partner entity	Linked partner entity
Active	Whether the order list is active
No. assigned users	Number of users assigned to the list
No. products	Number of products in the list
Valid from	Start date of validity
Valid to	End date of validity
Date Created	When the order list was created
Date Updated	When the order list was last modified

Use the search field to find order lists by code. To create a new order list, click New Order List.

Edit custom attributes

On the Attributes tab, manage custom attributes for this user type. Each attribute can be edited individually using the edit button next to it.

Related pages

• Manage users
• Create and manage price sheets