The Manage Site Users module is where Admins can view and edit all Site Users in a Marketplace. Site Users are end users on the front-end Marketplace. They are the customers within a Buyer organization who request Quotes and place orders from participating Suppliers.
[Screenshot of Manage Site Users Page]
The Manage Site Users table displays a list of all Site Users in the Marketplace. To add a new Site User to the Marketplace, click the Add a User button in the top right-hand side of the page or navigate to Invite or Create a New User in the Admin Console sidebar. Click here for more on the Invite or Create a New User module.
Enter a Site User’s name, email address, Alternate ID, or unique User ID in the search bar at the top of the table to find a specific Site User. Sort the Site Users in the table by clicking the arrow next to the column headers.
[Detail screenshot of column sorting]
If there are more than 20 Site Users in the Marketplace, the table will be paginated, and page navigation options will appear at the bottom of the page. Click the Results Per Page dropdown to display more Site Users per page.
[Detail screenshot of table footer with multiple pages]
Click the login icon in the Action column to log in to the Marketplace using the Site User’s account. The Marketplace will open in a new browser tab.
Click the trash can icon in the Action column to delete a Site User. A confirmation popup will appear. Deleting a Site User cannot be undone.
Click the pencil icon in the Action column to edit a Site User account. The Edit Site User page will appear.
Edit Site User
[Screenshot of Edit Site User page]
The User ID number in the page title is unique and generated by Agora. Edit the Site User’s first name, last name, email address, phone number, and Alternate ID in the first block. If enabled as a login option in Site Login Settings, the Alternate ID can be used by the Site User to log in to the Marketplace instead of their email address. Choose whether or not the Site User can edit their Alternate ID in their Profile in Site Login Settings. Neither the phone number or the Alternate ID are required.
There are two options to reset a Site User’’s password in the Reset Password block:
- Enter a new password in the provided field. Click the eye icon to show or hide the entered password. Once the password is strong and meets the listed criteria, click the Reset button. The Site User’s password will be reset.
- Click the Send Password Reset Email button. This will send an email to the Site User’s email address (entered above) with a link to reset their password themselves.
[Detail Screenshot of Reset Password block]
If Order Approval is enabled in the Marketplace, an Order Approval Settings block will appear. If the Assign Users to Approvers method is selected in Order Approval Settings, select the Approver to whom orders placed by the Site User will be sent for approval. If the Send all of this User’s orders for Approval toggle is set to Yes, every order placed by the Site User will be sent for Approval, regardless of the dollar amount or payment method used.
[Detail Screenshot of Order Approval Settings block with toggle and dropdown]
User Grouping
If multiple payment methods are enabled for your Marketplace (both Credit Card and Purchase Order), and if Login Before Browse is selected in Site Login Settings, the Payment Method User Groups module will become functional, and a User Grouping expandable section will appear on the Edit Site User page. Payment Method User Groups allow some Site Users to have access to one or more payment methods at checkout, and other Site Users to have access to different payment method(s) at checkout.
When expanded by clicking the arrow on the left-hand side of the User Grouping section, a Select Payment Method User Group dropdown will appear. This dropdown will display all combinations of enabled payment methods. Select the payment method or methods that can be used by the Site User at checkout.
[Detail screenshot of User Grouping section]
Shipping and Billing Address
When expanded by clicking the arrow on the left-hand side of the Shipping and Billing Address section, Shipping Address and Billing Address blocks will appear. Edit and Save the Site User’s addresses here.
Account details and addresses can be edited by the Site User themselves in their Marketplace profile.
Click the Delete User button at the bottom of the page to delete the Site User. A confirmation popup will appear. Deleting a Site User cannot be undone.
When you’ve finished making your changes, click the Save button. Click Back to return to the Manage Site Users page.