Managing Website Customers in OneWorld with Site Builder
Visitors to your website can use a list displayed on your Site Builder site to select the subsidiary information they want to view. After the visitor selects a subsidiary, that subsidiary is assigned to the customer record created when he or she submits an order. If the visitor does not submit an order, but signs up on your website, then the subsidiary is assigned to the lead record created in NetSuite.
Customers returning to your website are automatically directed to the subsidiary on the customer record, and the list of subsidiaries is not displayed in the site. An administrator can only reset the subsidiary on the customer record in NetSuite if no transactions have occurred.
Setting the Default Customer Role
New customers registering on your website are assigned a default customer role that you specify. In a OneWorld account, the corresponding subsidiary must be defined on the default customer role. If the subsidiary is not defined on the default customer role, then information such as shipping options may not be available to the customer.
To define a subsidiary on the default customer role:
-
Go to Setup > Company > General Preferences.
-
Find the Default Role for New Customers field. Remember the role selected here.
-
Go to Setup > Users/Roles > Manage Roles.
-
On the list of roles, find the role that is selected as the default role for new customers from Step 2. Click the link to view the values in the Subsidiaries list. All subsidiaries that have web stores should be selected. You can click Customize to update the role.
Note:To complete this task, you need an administrator role, or permission to modify users and roles.