Reference information - user
Edit on GitHubThis topic contains the reference information for working with users.
User Page
On the Users page, you see the following:
- Users’ emails and first and last names
- Last login date and status
- Identifier of an agent user
- Actions that you can perform
Agent User
While creating or editing a user, you can make a specific user to be an agent.
This is very helpful for Customer Service and Sales departments.
Who is an agent user? This is a user that can do the same actions in the online store as a regular buyer.
Why this option is needed? Let’s pretend that there is a customer that needs assistance with his order. He needs a store representative to find the needed items in the catalog and submit an order on his behalf. This is exactly what an agent can do.
How this can be done? An agent user goes to Yves using /agent/login at the end of the online store URL and logins with their Back Office credentials.
In the Search field on the top, he searches for the customer email. Once found, clicks Confirm on the right.
Since now he can perform the same actions as a regular customer. Once all needed actions are done and the order is placed, he clicks End Customer Assistance.
, blocked (the user is not able to log in), deleted (the user is not able to log in) |
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