Users
The Users page lets you manage companies, contacts and customers across three tabs. Companies and contacts represent your B2B users, while customers represent B2C users.
Before you begin
- You need the User role to access this page.
- The Customers (B2C) tab additionally requires the Backoffice role.
- Creating or deleting users requires Owner access on the User role.
Browse companies
Navigate to Users > Users and select the Companies (B2B) tab. The table shows the following columns:
| Column | Description |
|---|---|
| Name | Company name |
| Location | Company city |
| Sources | Source system names |
| Contacts | Number of contacts linked to this company |
Use the search field to find companies by name. Click Filters for date range filters on company and contact creation and modification dates.
To add a company, click New company in the top-right corner.
Browse contacts
Select the Contacts (B2B) tab.
The table shows:
| Column | Description |
|---|---|
| Photo | Contact profile picture |
| Name | Full name (first, middle and last) |
| Contact email | |
| Company | Parent company name |
| Phone | Phone number |
Click Filters for additional options including Email, First Name, Last Name, Contact IDs, Gender and date range filters.
To add a contact, click New contact in the top-right corner.
Browse customers
Select the Customers (B2C) tab. Customers are individuals who buy on their own behalf and have no registered company.
The table shows:
| Column | Description |
|---|---|
| Name | Customer name |
| Groups | Tag or group labels |
| Customer email | |
| Sources | Source system names |
Filters are the same as for contacts, with Customer IDs instead of Contact IDs.
To add a customer, click New customer in the top-right corner.
Delete users
- Select one or more users using the checkboxes.
- Click Delete and confirm.
Open user details
Click any row to open the user detail page, where you can edit the user's profile, addresses, price sheets and more.