Customer Account

On the Top Right Section of the screen, there is one Avatar Icon with a down arrow option that will have the following modules available-

My Account 

• My Account Sub Menu will open a dedicated page to allow dealers to Edit their First name, Last name, Email Address, Password, Billing and Shipping Addresses and Manage More Addresses.  

  

Manage Staff (For Company Admin) 

• Here, the company admin can view all the staff tagged under the company and can manage accordingly. 

• There will be two types of users, Company Admin and Staff Member, and both will act as customers in the Magento account. 

• Company Admin will have rights to add, view, delete, and update the staff members under the company from here. 

• Other than Company Admin, staff members will have only view access of other staff members configured under the company, but they won’t be able to manage (Edit/Delete/Add) staff. 

Company Account 

From here, company admin/staff can view the company information 

• Company Information 

  • Company ID 

  • Company Name 

  • Company’s Email Address 

• Company Legal Address 

• Contacts 

  • Company Administrator 

    • Admin Name 

  • Admin Email 

Only the Company admin can upload the Company Logo from here as well, which can be used on the Marked-up Quotes PDF. 

Sign Out

Allow Users to Log Out from The Dealer Portal.