Manage business partner users
After business partners begin signing in to your site, your main priority becomes management of those users. After the request and the creation of the administrator for that organization, they might need to add more business partner users. The business partner administrator can complete this task through the B2B e-commerce website as required.
The administrator can sign in and go to their account by selecting My account > Organization Users > View details > Add a user. After they’ve entered the required information and have saved it, the new user will be set to Pending. The P-0001 and Synchronize customers and channel requests jobs will run, and a new customer record of the Person type will be created for the new user in Commerce headquarters. Additionally, the customer record will be associated with the relevant business partner’s customer hierarchy record. An email will be sent to the new user’s email address. The email notifies them that they’ve been added as a user and can now sign in to the B2B e-commerce website. Then, you should run the 1010 (customers) job to synchronize the new business partner user with the channel database.
Afterward, the status of the user on the e-commerce website will be set to Active, and the new user will be able to sign in to the B2B e-commerce website by using their email address. People can use the sign-up flow to define the password for their account. Additionally, you can enable the Azure AD B2C identity provider record to be linked to the B2B customer record that was created in Commerce headquarters. For more information, see Enable automatic linking of identity records to customer accounts.
Edit or remove a business partner user
Several other ways are available for you to manage business partner users. Occasionally, business partners might need to edit existing records for users or delete them altogether. To do so, they need to sign in to the B2B e-commerce website as an administrator, go to My account > Organization users > View details, and then select the Edit button. Then, they can make the required changes and select Save. The changes will take effect only after the P-0001, Synchronize customers and channel requests, and 1010 (Customers) jobs have been run.
Removing users from the business partner organization list of users who can access the B2B e-commerce website, as required, involves a few steps. First, you’ll need to sign in to the B2B e-commerce website as an administrative user. Then, go to My account > Organization users > View details and select the Remove button (X symbol). A confirmation message will appear, where you’ll confirm that you want to remove the user, and then the change will be saved. The change will take effect after the P-0001, Synchronize customers and channel requests, and 1010 (Customers) jobs have been run.
You can also manage users through Microsoft Dynamics 365 Sales. For more information, see Manage business partner users on B2B e-commerce websites using Dynamics 365 Sales.