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Add a user to the Admin Console

Describes how to add an Admin Console user in Optimizely Configured Commerce.

Create a Console User who can login to and access the Admin Console and its various features. Or, create a Website User who can access the Commerce site and purchase items. A best practice is to pre-populate users through an ERP integration, but users also can be created manually.

Create a console user

  1. To create a console user manually, go to Administration > Console Users.
  2. Click Add Console Users.
  3. Fill in the appropriate user information, including username and email address.
  4. Select the user's role or roles. Users can be assigned one or many roles depending on business needs.
  5. Click Save .
  6. A notification appears at the top of the screen, with the option to send an activation email. The user cannot log in until they click the link in the activation email and create a password. Once an activation email has been sent, send it again by clicking Resend Activation Email. Once the user has activated their account, this button disappears.

Create a website user

  1. Go to Administration > Website Users.

  2. Click Add Website User.

  3. Fill in the appropriate user information, including username and email address.

  4. Select the user's role or roles. Users can be assigned one or many roles depending on business needs.

  5. Click Save.

  6. Click the Customers finger tab to assign the user to a customer. Click Assign Customers.

  7. Select a customer or customers from the list. Click Assign, then click Done to save.

  8. Click the Websites finger tab to assign the user to a website. Click Assign Websites.

  9. Select a website or websites from the list. Click Assign, then click Done to save.

  10. Click Send Activation Email. The user cannot log in until they click the link in the activation email and create a password. Once an activation email has been sent, send it again by clicking Resend Activation Email. Once the user has activated their account, this button disappears.

    Users who create their own accounts on the commerce site are activated automatically.