You can edit a contact’s first name, last name, account, active status, and the values of any custom properties. You cannot edit the email address or password. Contacts who forget their passwords must click the Forgotten Password link on the store’s login page and enter their login email address. Commerce Cloud sends a link to the email address. The contact clicks the link to reset their password. If the link has expired when the contact clicks it, they see a page where they can request a new link.
To edit a contact do the following:
Click the menu icon, then click Accounts.
Click the New Contact button.
Enter the information for the new contact. See the two tables that follow this procedure for information about each field.
Once you have made your changes, click Save.
Refer to the Configure the password policy section for information on resetting contact passwords.
The following table describes the contact’s General properties.
Property | Description |
|---|---|
Last Name | The last name of the contact. This field is required. |
First Name | The first name of the contact. This field is required. |
Email Address/Login ID | The email address of the contact. The contact uses this email address to log into your store. This is also the address where Commerce Cloud sends email that the contact uses to set their password. This field is required. Note: Once the contact has been created, you cannot modify the Email Address/Login ID. |
Active | Specifies whether the contact is active. Only active contacts can log into the store, see catalogs and prices associated with their accounts. Active contacts are active on all accounts they are associated with. |
Additional Information | If custom properties were created for shopper profiles, they appear at the bottom of each contact’s General tab, in the Additional Information section. Custom profile properties are created with the Commerce Cloud Admin API. Once a custom profile property is created, the property is added to all shopper profiles, including any profiles that already existed before the custom property was created. For more information, see Add custom properties to a shopper type in Extending Oracle Commerce Cloud. Custom profile properties do not automatically appear on your store, for example, when a delegated administrator creates a new contact. To allow custom profile properties to be displayed and edited on your store, you must write custom widgets to retrieve the values of custom profile properties, and also set the values of any custom properties you have created. See Access custom properties using the UserViewModel in Extending Oracle Commerce Cloud for more information. |
The following table describes the contact’s Account Memberships properties.
Property | Description |
|---|---|
Default Account | The account that this contact is automatically associated with when they log into your store. Each contact can be associated with only one default account. Only Commerce Cloud administrators see this property. Delegated administrators cannot assign a new contact to a different default account. |
Accounts | All accounts with which this account is associated. Only Commerce Cloud administrators see this property. Delegated administrators cannot assign a new contact to accounts. |
Storefront Roles | Specifies the contact’s role for an account. You can assign different roles to a contact for each account they are associated with. Commerce Cloud administrators can assign roles to all contacts. Delegated administrators can assign storefront roles only to contacts in accounts for which they have the Administrator role. Refer to the Understand account-based roles for detailed information on each role. |
