Company Store Training Videos

Learn how to mass add users, setup user groups, understand group permissions and more.

Creating and Editing User GroupsCreating and Editing User Groups
Learn how to setup or edit a user group.

Running Time: 00:02:42 · Date Added: 11-20-2008
Topics: User Groups, Users, User Management, MOAS, Budget
Group Billing AddressGroup Billing Address
Setup an exclusive billing address for a group.

Running Time: 00:00:21 · Date Added: 11-20-2008
Topics: Groups, Address, Checkout
Understanding Groups and UsersUnderstanding Groups and Users
An overview of how groups and users work.

Running Time: 00:02:06 · Date Added: 11-20-2008
Topics: Groups, Users, Permissions, Payment Options
Uploading UsersUploading Users
Uploading users allows a store administrator to mass add users to their store. Useful for big stores with an existing population.

Running Time: 00:04:03 · Date Added: 11-20-2008
Topics: Upload Users, User Management, Excel, CSV
Groups TabGroups Tab
What goes on when you click the "Groups" tab in your store.

Running Time: 00:00:24 · Date Added: 11-20-2008
Topics: Groups, Users
Group Level Address BooksGroup Level Address Books
Group address books are useful if you want all users in a group to be able to access a pre-set list of addresses. Learn more here.

Running Time: 00:00:29 · Date Added: 11-20-2008
Topics: Groups, Users, Address, Saved Addresses
Budget TabBudget Tab
Setup budgets for groups and learn about controlling user spending on a group level.

Running Time: 00:00:33 · Date Added: 11-20-2008
Topics: Groups, Users, Budget, Spending Control
Category PermissionsCategory Permissions
Category permissions are used if you want to select the categories a group can view. Useful if you have multiple levels of users that can see different products.

Running Time: 00:00:24 · Date Added: 11-20-2008
Topics: Permissions, Store Front, Categories
Users TabUsers Tab
Learn about the user's tab, creating new users, editing existing users, how to setup MOAS for a user and more.

Running Time: 00:03:05 · Date Added: 11-20-2008
Topics: Users, Creating Users, Editing Users, MOAS, Discounts, Administrators
User BudgetUser Budget
Watch this video on how to setup a budget specific to a single user.

Running Time: 00:00:29 · Date Added: 11-20-2008
Topics: Users, Budget, Spending Control
User Landing Page (Details Tab)User Landing Page (Details Tab)
Navigating around the user tab area.

Running Time: 00:00:08 · Date Added: 11-20-2008
Topics: Users, Navigation
User Gift CertificatesUser Gift Certificates
Adding and clearing a gift certificate for a user.

Running Time: 00:00:24 · Date Added: 11-20-2008
Topics: Gift Certificates, Users, User Management, Incentives, Payment Methods, Checkout
Category LevelsCategory Levels
Category levels is a powerful spending control tool. Learn more about how it relates to users here.

Running Time: 00:00:35 · Date Added: 11-20-2008
Topics: Users, User Management, Categories, Permissions, Spending Control, Levels
User's Orders (My Orders)User's Orders (My Orders)
Historical review of a specific user's orders.

Running Time: 00:00:07 · Date Added: 11-20-2008
Topics: Users, Orders, Order History, User Management
User Password TabUser Password Tab
Change a user's password.

Running Time: 00:00:06 · Date Added: 11-20-2008
Topics: Users, User Management, Password Reset
User Payment CodesUser Payment Codes
Set default codes or a list of codes a user can select from (For example, a list of PO codes).

Running Time: 00:00:54 · Date Added: 11-20-2008
Topics: Payment Methods, Users, User Management, Checkout