User Record - E-Commerce

The User Record page is organized into sections. The E-Commerce Information section contains a user's override amount and value added tax (VAT) number. The availability of this section is controlled by backend settings. Also, the administrator must also have permission to manage either tax override amounts or VAT numbers.

To add a new user record, go to Admin > Tools > Core Functions > Users. Then, select the Add User link.

Edit a user's user record in one of the following ways:

  • Go to Admin > Tools > Core Functions > Users and select the name of the appropriate user.
  • Navigate to the user's Universal Profile. Select the User Record tab from the Universal Profile navigation. Then, select the Edit Record button.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Tax Override - Manage Grants ability to add and edit the Override value for users in the E-Commerce Information section of the User Record page. This permission cannot be constrained. This is an administrator permission. This permission only works when used in conjunction with the Users - View permission. eCommerce
Universal Profile - User Record - Create Users Grants ability to access the User Record Administration page and to create new users in the system. When creating a new user, this permission grants the ability to add general information, which includes first name, last name, username, assigned OUs, and custom relationships. The administrator must have additional permissions to add any additional fields. This permission can be constrained by OU, User's OU, User's Self, User Self and Subordinates, and User. This is an administrator permission. Core Administration
Universal Profile - User Record - Edit Users Grants ability to edit user records in the system. The administrator must have additional permissions to edit specific fields on the user record. This permission can be constrained by OU, User's OU, User's Self, User Self and Subordinates, and User. This is an administrator permission. Note: This permission DOES NOT grant the ability to view user records in the system. Administrators must have the Universal Profile - User Record - View Users permission in order to view user records. Core Administration
Users - View Grants the ability to search for and view summary information about users in the portal via the Admin/Users screen. This permission can be constrained by OU, User's OU, User Self and Subordinates, and Users. If multiple constraints are added, these constraints are considered OR statements. This is an administrator permission. Core Administration
VAT Number - Manage Grants ability to add and edit the VAT number for users in the E-Commerce Information section of the User Record page. This permission cannot be constrained. This is an administrator permission. This permission only works when used in conjunction with the Users - View permission. eCommerce - Administration

VAT Number

Enter the user's VAT number, up to 25 characters. This is optional and supports letters, numbers, spaces, and hyphens. Administrators must have permission to manage VAT numbers.

Override Amount

From the drop-down list, select whether the override is a tax percentage or a specific monetary amount. Then, enter the rate or amount in the field, up to 15 characters. The override amount is a user specific tax amount or tax rate. This is optional. The override tax amount or rate is applied to each taxable item in the transaction. Administrators must have permission to manage tax override amounts.