Adding Associates in Account Management Service

note

Account Management API is now deprecated and we recommend that you use Account Management functionality built into Elastic Path Commerce 8.2 and later.

Each account in the Account Management service is associated with a set of users. A user might have different roles in different accounts, however the roles are not inherited within the account hierarchy.

1. In the Account Manager home page, click Accounts.

   All top-level accounts configured for the buyer organizations appear.

2. To add associate to an account, double-click the account name.

   A page with the details of all accounts within the selected account and options to add associate appear.

3. Click Add Associate.

4. To add an associate to a sub-account, click the sub-account and then click Add Associate.

   The Add Associate dialog box with the name of the selected sub-account and the top-level account of the sub-account appears.

5. In the Associate Email field, enter the email address of the associate.

6. In the Role, field, select one of the following:

   • Buyer
   • Catalog browser

   For more information about the roles, see the roles section in the Overview.

7. Click Save.

The Account Management service creates an associate entry in the system. The email service sends an email to the associate with a link to complete the registration by setting a password for the associate. Only the associate can change the credentials and details of the associate.

Add Associate Tab Field Descriptions

Field	Description
Associate Email	Specifies the email address of the associate. Only the associate can change the details associated with the associate. When a seller administrator adds an associate, the system sends an email to the associate with a link to update the details.
Account	Specifies the top-level account that the selected account belongs to.
Sub-account	Specifies the name of the selected account for which the associate is added.
Role	Specifies the role of the associate. The options are, Buyer and Catalog Browser. A buyer associate can purchase for the assigned account, however, the catalog browser can only view the catalogs in the storefront and cannot make any purchases.
Status	Specifies whether the associates assigned to the account can access the seller organization site.