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Creating Users

10min



Introduction

Users are created in the OMS under four conditions:

  1. An admin user is created in the admin panel.
  2. A customer purchases for the first time
  3. The developer calls the create user endpoint with an email address. Please look at this document to learn more about creating a user.
  4. A valid JWT issued by the store's AUTH_PROVIDER performs an API operation against the API with a sub value of an email address not currently in the OMS's user store.

There are two kinds of users; an internal user, and an external user, usually referred to as the customer.

This article will walk you through creating both and clarify how they are linked in the Chord system.

Chord is unaware of the customer's auth provider mechanics, nor does Chord create users in non-Chord OMS systems.



Internal vs. External users

Internal users have a relationship with and within your company, either through employment or as partners who deliver your product or service to the end user, the external customer.

An external user is a person who is only directly connected to your organization by purchasing your product or service. External customers are also known as “clients” or “customers.”

Creating Internal User

An internal user, such as an employee or agency partner, usually needs to access the OMS.

Log in to Chord OMS and click Users on the left panel.

Click New Users

Provide the Email and Password

You can select the Role you want that user to be affiliated with and click Create.



Document image


Password Requirements are six characters minimum, one upper case, one lower case, and one special character.

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 in your store before, you have two options: Option 1 is to create a customer using the same steps as above (the main difference is not to provide a role).

This password is exclusive to the OMS admin and will not affect the passwordless authentication to your Store.

Option 2 is to place the order manually, which will automatically create the user.

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 have any questions or need help, please reach out to us at help@chord.co



Updated 25 May 2023
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TABLE OF CONTENTS
Introduction
Internal vs. External users
Creating Internal User
Creating an external user (customer)