Account Management
The Account Management page is where store administrators and account managers manage users and accounts. Users may be invited to the store and assigned account-specific roles (Buyer, Sales Manager, Account Manager, and Sales Agent). Accounts may also be created on this page.
If using Minium Accelerator to create sample data, there is a site Navigation Menu where the Account Management widget is located:
Starting from DXP 7.4, the Account Management Widget is a part of DXP. See Account Management Widget for more information.
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Once deployed to the page, the Account Management widget lists all the accounts.
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New accounts may be created and users may be assigned to accounts.
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Account information like address, email address, and VAT number may also be added through the Account Management page.
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Besides individual users, relationed organizations may be added to accounts.
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Account specific roles may be assigned to users.
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New shipping or billing addresses may also be added to accounts using the Account Management page.