Creating Users
Users are created in the Chord OMS under four conditions:
- An admin user is created in the admin panel.
- A customer purchases for the first time
- The developer calls the create user endpoint with an email address. Please take a look at this document to learn more about creating a user.
- 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: internal and external, usually referred customers.
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 users (Team) 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 customers.
An internal user, such as an employee or agency partner, usually needs to access the OMS.
Log in to Chord OMS and click Team on the left panel.
Click Invite User
Provide their email address and click Invite to join
Once they receive the email and login for the first time, a form will appear, prompting them to input their names. You can check whether they have established their account and accessed the Team page.
Pending = has not created the account just yet
A date will appear in front of the user's name once they have successfully logged in
An internal user can also be a Customer and will appear as such on the Customer's page, but a customer will not appear on the Team's page. The Team's page is for internal users only.
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 new customer from within the Chord OMS.
Click Customers on the left menu and click New Customers
Provide Email, Password, and Role, and click Create
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)
Option 2 is creating a manual order to create a new customer record.
In both options, the password is exclusive to the OMS admin and will not affect the passwordless authentication to your Store.
If you have any questions or need help, please reach out to us at help@chord.co