How to Send Customer Logins Again

Manage Customer Users in the Back-Office

Hint

This department is part of the Customer Management topic that provides the full general understanding of accounts, contacts, customers and customer hierarchy bachelor in Oro applications.

Customer users human activity on behalf of the company (i.e. customers in Oro context) and may accept a limited set of permissions in OroCommerce, depending on their function in the customer organization.

For client user management, navigate to Customers > Customer Users in the main carte du jour.

In Customer Users section, you lot tin:

• View, edit, and create new customer users.
• Select their roles in OroCommerce to define their level of permissions and access to the actions and data in OroCommerce storefront.
• Manage customer user information (proper noun, birthday, billing and shipping address, and phone number, etc).
• View requests for quotes, quotes, sales orders, and shopping lists created by the customer user.
• View communication with the customer that happened using electronic mail, notes or scheduled events.
• View additional information fastened to client user.
• Enable and disable the client user.
• Reset the customer user password.
• Unlock the customer user that was locked out when the max number of login attempts is reached.
• Add together OAuth applications

Note

You can consul this function to the customer who will access user and role management in the OroCommerce storefront (come across the Delegating Users and Office Management to the Client section for more than information).

Customer Business relationship Confirmation

Upon registration, a customer user receives an email confirmation request. In one case they follow upward with the requested activity, their account is marked equally confirmed.

Hover over the More Options menu to the right of the necessary client user to perform the following actions:

• View customer user details. Alternatively, click on the detail to open up its details page.
• Edit customer user details.
• Delete existing customer users.

Create a Client User

To create a new client user:

1. Navigate to Customers > Customer Users in the main menu.

2. Click Create Customer User.

   

3. Select the Enabled check box to enable the user to log into the organization and to practice their work within it upon creation.

4. Fill in the customer Name and other personal information.

5. Select a client this user represents.

6. If y'all are adding a subsidiary of the existing customer, select a parent customer.

7. Assign a sales representative who volition exist assisting this customer user. By default, the customer sales representative applies to the client user.

8. Select the Generate Password and Send Welcome Electronic mail check boxes.

9. Select the website of customer user registration. While the customer user may take access to other websites within the same system, the email notifications concerning their user account will point to this website. See Managing Websites for more information.

10. Select a Preferred Localization for the customer user. This field is displayed if more than ane localization is enabled for any of the websites of the current organization. If you change the website for the customer user, you lot will need to select a new preferred localization.

11. Add billing and shipping address as described in the Accost Book department.

12. In the Roles section, select the roles that should utilise to the customer user. When several roles are selected, granted permissions are accumulated from all the assigned roles. See Managing Client User Roles for more data.

    Important

    At least one function must be assigned if the Enabled check box is selected. Disabled client users can be saved without roles, but you will need to assign roles to them later before enabling.

13. Click Save on the summit right.

Delegate Business relationship Management to a Customer User

You may want to consul some of the client user direction capabilities to the customer users with administrator part by enabling Account Management permissions and capabilities. See the Customer User Roles section for more information nigh permissions and capability management.

Impersonate a Client User

For troubleshooting purposes, user impersonation allows back-part users with the Impersonate User part adequacy to admission and operate the OroCommerce storefront as if they were logged in as a specific customer user (available for Enterprise edition applications). Such back-office user is redirected to the website assigned to the customer user that they are impersonating (i.e., the website where the customer user registered).

You can perform impersonation from the customer user filigree, or from the view folio of the selected customer.

To impersonate a customer user from the customer user grid, hover over the More Options menu to the correct of the selected customer user and click .

To impersonate a client user from the customer user view page, click Log in as a User on the top right.

The storefront session in impersonation manner opens in a new browser tab.

To exit impersonation way, click Log out in the blueish banner.

Add OAuth Applications

Oro applications back up OAuth 2.0 credentials authority grant type to enable connection of third-party applications to the web API. To connect a 3rd-party application, you need to add it and configure its pre-generated credentials in the back-office of your Oro application. These credentials are managed on user level which enables generation of different credentials for various applications beyond multiple organizations (the multi-org functionality is simply bachelor in the Enterprise edition).

Starting Weather

To be able to create an OAuth awarding, make certain that you generate private and public encryption keys and add them to the /var directory of the installed Oro awarding. Although the path to the keys is predefined, you can change it past providing your custom location in the config.yml file.

Note

If no keys are establish, the following warning bulletin volition exist displayed in the dorsum-office:

OAuth authorization is not available as encryption keys configuration was non complete. Please contact your administrator.

Add an Application

To add a new OAuth application for a customer user in the back-role:

1. Navigate to Customers > Customer Users in the principal menu.
2. Click once on the name of your selected customer user to open up their details page.
3. In the OAuth Applications department, click Add Application and provide the post-obit details in the pop-upwards dialog:
   • Organization — If you are calculation an application within the system with global access, yous tin select which other available organization to add the awarding to.
   • Application Name — Provide a meaningful name for the application you are calculation.
   • Active — Select the Active check box to activate the new application.
4. Click Create.

A corresponding notification is sent to the primary e-mail address of the user, the possessor of oauth application. You lot can alter the default recipient, localization, or an email content if needed by updating the OAuth electronic mail templates and the related notification rule set up out-of-the-box in the system configuration.

Once the application is created, you are provided with a Customer ID and a Client Secret. Click on the icon to copy the credentials to the clipboard.

Important

For security reasons, the Client Secret is displayed only once – immediately after yous have created a new application. Yous cannot view the Customer Secret anywhere in the application once y'all close this dialog, so make certain you save it somewhere safe so y'all tin can admission it subsequently.

You tin can add together every bit many applications as you need for whatsoever of your existing organizations. All added applications are displayed in the grid, and y'all tin can filter them past proper noun, system, and status.

Hint

Use the More than Options menu to edit, deactivate or delete an application.

Use the generated Client ID and Customer Secret to retrieve an access token to connect to your Oro awarding.

Note

For the aggregated information on all OAuth applications created past client users in the back-function, refer to the general Customer User OAuth Applications topic.

• Export Client User Details
• Import Customer User Details

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Source: https://doc.oroinc.com/user/back-office/customers/customer-users/

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