How do I add, reset password, restore, manage and sign in as a B2BDirect Site Users (buyer)?

Once a B2BDirect registration is accepted that user becomes what is known as a Site User. Site Users can be added and managed in the Site Users section of B2BDirect, shown below.

The Site Users list contains customer stats such as customer name, username, company name, customer number, and date created. 

1. Add a new Site User by clicking on the add user icon on the right.
2. Take action on a Site Users account:
   • Reset a Site User's password: Click the "Reset Password"  icon to the right of the individual user account to reset a site user's password.
     • Note: You will only be able to reset an active Site User's password.
   • Restore Site User Access: Click the "Restore Site User Access" icon  to the right of the individual user account to restore a site user's access to your site.
3. Review more specific information about the customer as well as other tools by clicking on the Contact Name hyperlink.
4. Update/edit the customer # by clicking on the pencil icon next to the customer's customer number.

Specific customer information such as phone #, address, customer #, tax ID, price level, and email address are listed under Customer Details. 

Website Access for the Site User can be revoked by clicking on the grey circle with the dash inside it, adjacent to the site user's name. To re-grant site user access to your site, click on the "Restore Site User Access" icon on the Site Users page.

Lastly, you also have the ability to log into the website as the user by clicking on the blue "Sign in as Customer" button located in the upper right.  This is a great option to have when trying to help a customer troubleshoot an issue they may be having on your site.