Managing Account Manager for B2C Commerce Users

Contents

• Managing Account Manager Users
  • Adding / Creating a User
  • Enabling / Disabling an Account
  • Deleting a User
  • Purging a User
  • Undeleting a User
  • Unlocking a Locked Account
  • Resetting a User Account
  • Granting Permissions
• Creating Client IDs for OCAPI
  • Adding a Client ID for the Open Commerce API (OCAPI)
  • Enabling or disabling a Client ID for the Open Commerce API (OCAPI)
• Account Manager Roles

Managing Account Manager Users

Please see the video and detailed instructions below:




Adding / Creating a User
You must be an Account Administrator to create an account. Each account must belong to at least one organization, and you can create accounts only for organizations of which you are a member.

1. In a web browser, navigate to Account Manager.
2. Enter your email address and password, and click Login.
3. Click the User tab. This should display a list of email addresses for all users in your organization/s.
4. Click Add User.
5. Enter the values for the following fields:
   1. Email Address
   2. First Name
   3. Last Name
6. Optional: Enter values for the following fields:
   1. Business Phone
   2. Mobile Phone
   3. Home Phone
   4. Preferred Language
7. In the Organizations section, click Add to open the Assign Organizations dialog.
8. Search for organizations, and check each organization to which the account will belong — remember that each account must belong to at least one organization. Click Add to apply the organization/s to the user.
9. Save your changes.

Enabling / Disabling an Account

In terms of how Account Manager works, deleting the account moves it into a state where the user can no longer log in. The user account is not deleted and can be enabled again later which effectively 'disables' the account. Undeleting the account moves it into a state where the user can log in again and this action effectively 'enables' the account.

Note: Purging the account after deletion removes the user from Account Manager and is irreversible.

Deleting a User

1. In a web browser, navigate to Account Manager.
2. Enter your email address and password, and click "Log In."
3. Click the "User" tab. This should display a list of email addresses for all users in your organization/s.
4. Search for the user and click “Delete.”
5. A pop-up appears asking if you’re sure you want to proceed. Click OK. Please note that, at this point, the user is not permanently deleted.

Purging a User

1. In a web browser, navigate to Account Manager.
2. Enter your email address and password, and click "Log In."
3. Click the "User" tab. This should display a list of email addresses for all users in your organization/s.
4. Navigate to the “Filter by status” drop-down and select “Deleted Users only.”
5. Search for the user and click “Purge.” Please note that purging a user is irreversible.

Undeleting a User

1. If the user in question has been deleted, but not purged, then proceed with the steps below.
2. In a web browser, navigate to Account Manager.
3. Enter your email address and password, and click "Log In."
4. Click the "User" tab. This should display a list of email addresses for all users in your organization/s.
5. Navigate to the “Filter by status” drop-down and select “Deleted Users only.”
6. Search for the user and click “Undelete.”

Unlocking a Locked Account

An account is automatically locked if multiple unsuccessful logins are attempted. If you are an account administrator, you can explicitly unlock locked accounts within your organization/s.

To unlock an account, follow the steps below:

1. In a web browser, navigate to Account Manager.
2. Log in with your administrator credentials.
3. Select the Users tab.
4. Find the user account in question and click on it to view user account details.
5. In the Access Control section, uncheck the Locked checkbox to unlock the account.
6. Save your changes.

Resetting a User Account

Account Administrators can use Account Manager to reset a user's account. This operation is useful if the user in question forgets or loses their login credentials. When you reset a user's account, you put the account in the same state it was in when it was initially created. This means the user must reactivate the account.

Follow the steps below to reset a user:

1. In a web browser, navigate to Account Manager.
2. Log in with your administrator credentials.
3. Select the Users tab.
4. Click Reset next to the user whose account needs resetting. Confirm your request.

 
Account Manager resets the user's account and sends a message to the user's email address. This email message contains an activation URL, which serves as a starting point for the user to re-activate their account.

Granting Permissions

1. In a web browser, navigate to Account Manager.
2. Click the User tab. This should display a list of email addresses for all users in your organization/s.
3. Locate the user you want to grant permissions to and click on them.
4. In the Roles section, click Add to open the Assign Roles dialog.
5. Search for roles, and check each role the user should have. Click Add to assign the roles to the user. Please also add the appropriate scope to each role, where applicable.
6. The user should receive an email to activate their account. The user's email address immediately appears in your list of users, even before they have activated their account. Please note that user accounts can only be activated via these activation emails.

Notes

• If the user needs additional roles, you can change their roles from the Users tab.
• Ensure you have at least two Account Administrators in your organization so that administrative tasks can always be performed upon request.
• Please keep in mind that Commerce Cloud Support is not responsible for user creation.

Creating Client IDs for OCAPI

Adding a Client ID for the Open Commerce API (OCAPI)

Account Administrators and API Administrators can use Account Manager to create client IDs for the Open Commerce API, which requires that each client have a client ID. The client must append this ID to any URLs they use to interact with the Open Commerce API.

Any one of the following Roles are required for viewing the API Client ID tab in account manager - 

A. Role - Account Administrator 

Permits this user to view other user accounts. Permits this user to add other user accounts. Permits this user to edit other user accounts. Permits this user to edit API clients for their organization. Normally, only user accounts that belong to the same organization as the user are shown. If a user with the Account Administrator role is assigned to multiple organizations, the user is the Account Administrator for all of the assigned organizations.

B. Role - API Administrator

Permits the account to view API client IDs. Permits the account to add API client IDs. Permits the account to edit API client IDs. Enables the Account Manager API Client tab for the user.

C. Role - Read Only Account Administrator

Permits the user read only access to the organization's details, API clients and users. Users with this role can't update or create organizations, API clients, or users.

To add a Client ID, follow the steps below:

1. In a web browser, navigate to Account Manager.
2. Log in with your administrator credentials.
3. Click the API Client tab. The API Client page opens, displaying a list of client IDs and, for each ID, a related display name. The display name is a human-readable value that identifies the client.
4. Click Add API Client.
5. In the Display Name field, enter the display name of the client.
6. Click Add. Account Manager creates a client ID for the display name you provided. The generated ID is a UUID.

Note: By default, the client ID is enabled.
 

Enabling or disabling a Client ID for the Open Commerce API (OCAPI)

Account Administrators can use Account Manager to enable and disable client IDs for the Open Commerce API, which requires that each client have a client ID. The client must append this ID to any URLs they use to interact with the Open Commerce API. Client IDs are enabled by default; however, you can disable a client ID if necessary.

Follow the steps below to enable/disable a client ID:

1. In a web browser, navigate to Account Manager.
2. Log in with your administrator credentials.
3. Click the API Client tab. The API Client page opens, displaying a list of client IDs and, for each ID, a related display name. The display name is a human-readable value that identifies the client.
4. Click the ID of the API client you want to enable or disable.
5. Modify the value of the Enabled field in the Access Control section, checking it to enable the API client or unchecking it to disable the API client.
6. Save your changes.

Account Manager Roles

Please see the Roles Managed in Account Manager topic.