Creating Users
Introduction
You should create a new user account for an internal user or one of your customers who might not be able to do it in the front end or when assigning Store Credit to a customer.
User roles define what actions the user has permission to perform. For anyone accessing the platform internally, an Admin role should be assigned.
Create an internal user
An internal user is usually referred to as someone who needs to access the OMS, such as an employee or agency partner.
Log in to Chord OMS and click Users on the left panel.
Click New Users
Provide Email and Password, select the Role you want that user to be affiliated with, and click Create
An internal user who needs access to the OMS must have the Admin role selected or will get an Authorization Failure when trying to log in.
Creating an external user (Customer)
If you need to manually create an order for a customer who has never placed one on your store before, you have 2 options:
Option 1 is to create a customer using the exact same steps as above (the main difference is to not provide a role)
Option 2 is to manually place the order first, and the user will be automatically created afterwards but you would need your customer's credit card information to complete the order.
Option 1- This password is exclusive to the OMS admin and will not affect the passwordless authentication to your Store
Once the customer is created using either options, and an order is entered manually in the OMS, your customer will be able to see their orders in My Account in your front-end store (given that they are using the same email address you placed the order with)
if you need to place a manual order for your customer and do not have their payment information, we suggest creating an account for this customer, going through Option 1, and adding Store Credit to their account to be able to place an order on their behalf
Refer to this document for more information on Store Credit
if you have any questions or need help, please reach out to us at help@chord.co