Contact users

For the best eCommerce user experience, assign the appropriate user roles to contacts, or a customer’s points of contact.

Depending on your user permissions, eCommerce allows you to add a contact user through the following ways:

• In eCommerce
• In Zilliant CPQ
• In Zilliant CPQ for an existing contact

eCommerce then allows you to manage contact users individually or simultaneously.

The following settings need to be maintained correctly in Zilliant CPQ for contact users to access eCommerce and view products:

• Sales area
• Status
• Role

Add contact users

To add a user through eCommerce

1. From the top navigation bar, select your account.
2. From the dropdown menu, select User Preferences.
3. From the left navigation area, select Manage User.
4. From the top navigation area, select Add.
5. Select one or more users.
6. Select Create User.

To add a user to an existing customer account in Zilliant CPQ

1. From the left navigation area, select Accounts.
2. Select an account row.
3. From the top navigation bar, select Commerce Users.
   Note

   If you don't see this menu item, select Open dropdown menu at the right end of the navigation bar, or select the left and right arrows to move through the navigation bar.

4. Select Add.
5. Choose from existing contacts that have no Commerce User assigned, and select Assign.

The system will send an email with respective login information, consisting of the Commerce URL, their username, and a system-generated one-time password. For more details, read User management.

Create a user account for an existing contact

If a contact doesn’t have a user account in eCommerce, Zilliant CPQ allows you to create a user account with their existing information:

1. From the left navigation area, select Accounts.
2. From the top navigation bar, select Commerce Contact Users.
3. From the top sub-navigation bar, select Commerce User.
4. Select Add.
5. Apply filters as desired to narrow down the list of users, and select users.
6. Select Assign.

The system will send an email with respective login information, consisting of the Commerce URL, their username, and a system-generated one-time password. For more details, read User management.

Manage contact users

To manage contact users in eCommerce

1. From the top navigation bar, select your account.
2. From the dropdown menu, select User Preferences.
3. From the left navigation area, select Manage User.

To remove a user, select the user. Then, from the top navigation area, select Remove.

To manage a user’s role and status, go to their dropdown settings under the Role and Status columns and select a role and status.

To manage a user’s permissions, go to the right end of a user’s row and select Details. From the top sub-navigation bar, select Permissions, and turn on permissions as desired. Options are provided based on the user’s assigned role. Turning on these permissions on an individual level doesn’t have an impact on the role’s default permissions.

To mass edit contact users in Zilliant CPQ

1. From the left navigation area, select Accounts.
2. From the top navigation bar, select Commerce Contact Users.
3. Select users.
4. From the top of the table, select Mass User Maintenance.
5. Select the desired role and status, then permissions as needed.
6. Select Execute.

Contact user settings

Sales area

To make sure contacts access the right data, maintain their sales area settings. If you don’t assign contacts to the right sales organization or distribution channel, they won’t be able to view the correct products or access eCommerce’s functions.

You can assign a contact to one or more sales areas. Order processing and retrieval of pricing information is based on the main sales information identified for the contact.

To manage a contact’s sales area in Zilliant CPQ:

1. From the left navigation area, select Accounts.
2. Select an account row.
3. From the top navigation bar, select Contacts.
4. Select a contact row.
5. Move down to the Sales Data Determination section. This section displays a table of the contact’s sales organizations and their sales area options.
6. For each sales area column, turn on their assignment to the sales area.

Status and role

To make sure contacts have access to the eCommerce application, maintain their statuses and roles. Only users with an active status can access the eCommerce application. A user’s role and permissions determine their permissions to place and review orders.

To manage a contact’s status and role in Zilliant CPQ:

1. From the left navigation area, select Accounts.
2. Select an account row.
3. From the top navigation bar, select Commerce Contact Users.
4. Select a contact.
5. From the top of the table, select Mass User Maintenance.
6. Select the desired role and status, then permissions as needed.
7. Select Execute.