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Managing Accounts

In an Elastic Path Composable Commerce store, sellers can use Commerce Manager to create and manage accounts, manage the account members associated with each account, and view the purchase history and the addresses associated with an account. To update the membership limit, see Updating Account Membership Settings.

In Commerce Manager, go to Orders > Accounts. The Accounts section contains the following pages:

  • Accounts: Create, search, edit, and delete accounts.
  • Users: Create, search, edit, and delete account users in your store, including users that are not associated with an account.
  • Account tags: Create and manage account tags. See Account Tags.

Creating Accounts​

  1. Go to Orders > Accounts > Accounts.

  2. Click New account.

  3. In the Account details tab, enter the following information:

    • Name: The name of the account. This field is required.
    • (Optional) Legal Name: The legal name of the account.
    • (Optional) Registration ID: A unique registration ID for the account.
    • (Optional) External Reference: A unique identifier for the account in an external system.
    • Any custom fields that are configured for accounts in your store. See Flows.

  4. Click Create.

    After the account is created, the Account members, Purchase history, Address book, and Account tags tabs become available.

Searching Accounts​

  1. Go to Orders > Accounts > Accounts.

  2. To search by account name, enter all or part of the name in the Search by account name field.

  3. To filter the list by other attributes, click Add Filter and select one of the following fields:

    • Name
    • Legal Name
    • Registration ID
    • External Reference
    • Account tag

  4. Select an operator, such as contains, is, starts with, or ends with, enter the value to filter by, and click Apply Filter.

    The Account tag filter supports the is operator only.

  5. (Optional) Add more filters to further narrow the list of accounts.

  6. To remove all filters, click Add Filter and select Clear all.

The Legal Name and Registration ID columns are hidden by default. To show them, use the column visibility control in the table header.

Viewing and Editing Account Details​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list, or click the ⋮ icon next to the account and select Edit.

    The account details page displays the following tabs:

    • Account details: The name, legal name, registration ID, external reference, and any custom fields for the account.
    • Account members: The account members associated with the account.
    • Purchase history: The orders placed on behalf of the account.
    • Address book: The addresses associated with the account.
    • Account tags: The account tags assigned to the account.

  3. (Optional) In the Account details tab, update the account details as required and click Save.

Managing Account Members​

Viewing account members associated with an account​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Account members tab.

    The Name and Email of each account member are displayed.

  4. (Optional) To view the details of an account member, click the account member name, or click the ⋮ icon next to the account member and select View.

Creating a new account member for an account​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Account members tab.

  4. Click Create new user.

  5. Enter the following information:

    • Name: The name of the account member.
    • Email: The email address of the account member.

  6. Click Create and add.

    The account member is created and associated with the account.

Associating existing users with an account​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Account members tab.

  4. Click Associate existing users.

    A list of users in the store is displayed. The Status column shows whether each user is Associated or Not associated with the account.

  5. (Optional) To find a user, do one of the following:

    • Select Email or Name, select an operator, enter a value, and click Search.
    • Click Add Filter, select Email or Name, and enter a value and click Apply Filter.

  6. To associate users with the account, do one of the following:

    • To associate a single user, click the ⋮ icon next to the user, select Associate, and confirm.
    • To associate multiple users, select the checkboxes next to the users, click Associate selected, and confirm.

Disassociating account members from an account​

Disassociating an account member removes the account member from the account. It does not delete the user.

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Account members tab.

  4. Do one of the following:

    • To disassociate a single account member, click the ⋮ icon next to the account member, select Disassociate, and then click Disassociate to confirm.
    • To disassociate multiple account members, select the checkboxes next to the account members, click Delete selected, and confirm.
    note

    The confirmation message refers to deleting the selected members. However, only their association with the account is removed. The users are not deleted.

Viewing Purchase History of an Account​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Purchase history tab.

    The Purchase history tab displays the following information about each order:

    • Date: The date of the order.
    • Customer: The name and email address of the customer who placed the order on behalf of the account.
    • Items: The number of items in the order.
    • Total: The total amount of the order.
    • Payment: The payment status of the order, such as unpaid, authorized, paid, or refunded.
    • Shipping: The shipping status of the order, such as fulfilled or unfulfilled.
    • Status: The status of the order, such as incomplete or complete.

  4. (Optional) To filter orders by customer, click Add Filter, select Customer Name, and enter a value and click Apply Filter.

  5. To view an order, click the customer name in the order row.

    The order details page is displayed. You can manage the order by updating details, such as shipping address, shipping status, and payment status. See Orders.

Managing Account Addresses​

Viewing addresses associated with an account​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Address book tab.

    The First name, Last name, and Name of each address are displayed.

Filtering addresses in the Address book​

  1. In the Address book tab, click Add Filter.

    A list of available filter fields is displayed, including First Name, Last Name, Name, Company Name, Phone Number, Address Line 1, Address Line 2, City, County, Region, Postcode, Country, and Instructions.

  2. Select a field, enter the value to filter by, and click Apply Filter.

  3. (Optional) Add more filters to further narrow the list of addresses.

  4. To remove all filters, click Add Filter and select Clear all.

Adding addresses to an account​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Address book tab.

  4. Click New address.

  5. Enter the following information:

    • Name: The name with which the address is saved.
    • First name: The first name of the recipient on this address.
    • Last name: The last name of the recipient on this address.
    • Phone number: A phone number for the address.
    • Company name: The company name for the address, if any.
    • Line 1: The first line of the address, such as the street address.
    • Line 2: The second line of the address, such as an apartment or unit number.
    • City: The city for the address.
    • County: The county for the address.
    • Region: The state, province, or region for the address.
    • Postcode: The ZIP Code, postcode, or other postal reference number for the address.
    • Country: The country for the address. This field is required.
    • Instructions: Any delivery instructions for the address.

    Which other fields are required depends on your store's address form settings. See Updating Address Form Settings.

  6. Click Save.

Editing addresses associated with an account​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Address book tab.

  4. Do one of the following:

    • Click the first name of the address.
    • Click the ⋮ icon next to the address and select Edit.

  5. Update the details as required.

  6. Click Save.

Deleting addresses associated with an account​

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Address book tab.

  4. Do one of the following:

    • To delete a single address, click the ⋮ icon next to the address, select Delete, and then click Yes, delete address to confirm.
    • To delete multiple addresses, select the checkboxes next to the addresses, click Delete selected, and confirm.

Managing Account Tags for an Account​

You can assign account tags to an account from the account details page. To assign or remove tags for multiple accounts at once, see Account Tags.

  1. Go to Orders > Accounts > Accounts.

  2. Click the account name in the list.

  3. Click the Account tags tab.

  4. To assign tags, click Add tags, select the account tags, and click Save.

  5. To remove a tag from the account, click the ⋮ icon next to the tag, select Delete, and then click Yes, delete tag to confirm.

    Removing a tag from an account does not delete the account tag.

Searching Account Users​

The Users page lists all account users in your store, including users that are not associated with any account.

  1. Go to Orders > Accounts > Users.
  2. To search, enter all or part of a name or email address in the Search by email or name field.
  3. To filter the list, click Add Filter, select Email or Name, select an operator, such as contains, is, starts with, or ends with, enter a value, and click Apply Filter.
  4. To remove all filters, click Add Filter and select Clear all.

To view or edit a user, click the user name, or click the ⋮ icon next to the user and select Edit. Update the Name, Email, and any custom fields as required, and click Save.

Creating Account Users​

  1. Go to Orders > Accounts > Users.

  2. Click New user.

  3. Enter the Name and Email of the user.

  4. Click Create.

    If your store is configured to automatically create an account for new account members, a new account is created and the user is added to it as an account member.

Deleting Account Users​

  1. Go to Orders > Accounts > Users.
  2. Click the ⋮ icon next to the user and select Delete.
  3. Click Yes, delete account member to confirm.

Deleting Accounts​

You can delete accounts from the account list only.

  1. Go to Orders > Accounts > Accounts.

  2. Do one of the following:

    • To delete a single account, click the ⋮ icon next to the account, select Delete, and then click Yes, delete account to confirm.
    • To delete multiple accounts, click Bulk actions, select the checkboxes next to the accounts, click Delete selected, and confirm.
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