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 default the search looks across all fields. Use the field selector next to the search field to narrow which fields are searched. 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 |
Use the search field to find contacts. Type at least three characters. By default the search looks across all contact fields. Use the field selector to narrow which fields are searched, for example email, name, phone or debtor ID.
You can also search for a contact in the contact pickers elsewhere, such as the company detail view and the order, quote, price sheet and order list editors.
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 |
Use the search field to find customers. Type at least three characters. By default the search looks across all customer fields. Use the field selector to narrow which fields are searched, for example name, email, phone or debtor ID.
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.