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:

Minium Site Navigation

Important

Starting from DXP 7.4, the Account Management Widget is a part of DXP. See Account Management Widget for more information.

  • Once deployed to the page, the Account Management widget lists all the accounts.

    Account Management

  • New accounts may be created and users may be assigned to accounts.

    New account creation

  • Account information like address, email address, and VAT number may also be added through the Account Management page.

    Account information

  • Besides individual users, relationed organizations may be added to accounts.

    Adding organizations to an account

  • Account specific roles may be assigned to users.

    User role selection

  • New shipping or billing addresses may also be added to accounts using the Account Management page.

    Adding addresses to an account

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