Customers

In DJUST, customers can be several identities with different access levels:

  • Account: Name of the company where the end-users of your store belong to. Example: Airbus.
  • Organisation: Optional, sub-group or category within the company. Example: Airbus Space.
  • User: End-user purchasing products on your store. Example: John Smith.

Creating accounts

Accounts are mandatory as each user must be attached to at least one account.

Accounts cannot be created alone. For each account created, you are asked to add a first user attached.

  1. Click Customers → Accounts → + Create Account.

    Customers accounts add

  2. Fill in the Information:

    • Account name
    • External Id
    • Account manager (optional)
    • Website (optional)
    • Company registration name
    • Business registration number
    • VAT number (optional)
    • Customer tags (optional)

    Accounts add information

  3. Fill in the User information:

    • Civility
    • First name
    • Last name
    • Email
    • External Id
    • Phone

    Accounts add user information

  4. Fill in the New address:

    • Country
    • Label (optional)
    • External Id
    • Full name
    • Address
    • Address (additional) (optional)
    • City
    • State (optional)
    • Zip code
    • Phone (optional)
    • Select whether the address is used for shipping, billing, or both.

    Accounts add address

  5. Click Create.

    Application settings save

If the Customer account approval parameter is active, each account create requires a manual approval by an internal user.

Importing accounts

Import customer accounts by using the Data Hub.

Accounts can be imported in DJUST using an FTP client and a .csv file, or using our API connector.

Refer to the Data hub section for more information.

Creating users

  1. Click Customers → Customer users → + Add user.

    Customer users create

  2. Fill in the following information:

    • Civility
    • First name
    • Last name
    • Email
    • External ID (with no accent and no space)
    • Phone
    • Groups (add link)
    • Account name (account to which the user is attached to)

  3. Click Add.

    The new user appears in the Customer users list.

Users can be edited by clicking on the chosen user from the users' list. Once the customer user starts placing orders and sending or receiving quotes, those will appear on their page, right below the user information. To deactivate a user:

  1. Select it from the users' list.
  2. Click the Actions button.
  3. Select Deactivate user.

This can be done on several users at the same time.

Importing users

Import user accounts by clicking Data Hub → Create a new job → Import job → Customer user csv.

Data hub create job

Data hub job import

DJUST name Description Mandatory (Y/N) Type Example
externalId External reference for this customer user Y Text 1234
civility User's civility Y Text
Values accepted:
MISS, MRS, MR		 MR
firstName User's first name Y Text John
lastName User's last name Y Text Smith
email User's email address Y Text john.smith@mail.com
phone User's phone number Y Number
groups User's role in DJUST Y List text (multiple values accepted)
Values accepted:
FOC_Admin FOC_User FOC_Webmaster		 FOC_Admin
or
FOC_User||FOC_Webmaster
organisationIds Organisation's external reference N List text (multiple values accepted) org1
mainOrganisationId Main organization external reference N Text company1
accountIds Account IDs to which to user is attached Y List text (multiple values accepted) account1||account 2||account3
password Temporary password for the account N Text 1234Password
inactive Activate or deactivate the user N Boolean
TRUE/FALSE
TRUE: Activate the user
FALSE: Deactivate the user		 TRUE
delete Delete the user N Boolean
TRUE/FALSE
TRUE: Delete the user
FALSE: Keep the user		 FALSE
storeIds Store(s) ID(s) to which the user can have access to N List text (multiple values accepted) store1||store 2

If using a payment service provider, you can declare a specific user to contact (for billing or legal purposes).

You can only add one legal user per account.

  1. Click Customers → Accounts.

  2. Select an account.

  3. Click More actions at the top-right and click Add a legal user.

    Add a legal user

  4. Fill in the information:

    • First name
    • Last name
    • Birthday
    • Nationality
    • Country of residence
    • Email

    All fields are mandatory.

    Create legal user

  5. Click Add.

Creating customer tags (optional)

Customer groups are required to offer different prices to different groups of customers. To create customer groups, you need to create customer tags.

Customer tags can only be created manually. They must be created before the offers so that you can associate offers with specific groups of customers.

  1. Click Settings → Customer Management → Customer tags.

    Settings customer tags

  2. Click + Add customer tag.

    Button add tags

  3. Fill in the fields:

    • Name

    • External Id

    • Description

      Create tags

  4. Click Create.

Tags can have any value or description you like ("premium", "hotel"...) depending on your usage. DJUST recommends using simple tag names.

Creating organizations and sub-organizations (optional)

Users can be assigned to organizations and sub-organizations, so they can access content that is relevant to them.

For instance, one member of sub-organization A is not able to see the back-office content of a user from sub-organization B, and so on.

You can create custom fields for organizations as well. Go to Settings → Customer Management → Organisation custom fields.

You can create a new organizations either in:

  • Customers → Organisations

    Customers organization

  • Customers → Accounts → Select an account → go to the Organisations section of the page → Add an organisation

    Customers organization

    Customers organization

  1. Click + Add organisation.

  2. Fill in the fields:

    • Name
    • External ID

    Add organization

  3. Click Add. The organisation appears on the account's screen.

  4. Hover the new organisation and click the + appearing to add a sub-organisation.

    User sub-organization add

  5. Fill in the fields:

    • Name
    • External ID

    Sub-organization create

    Even if the pop-up name shows "Organisation", it creates a sub organisation.

  6. Click Add. The organisation and its sub appear on the account's screen.

    Sub-organization created

Linking a customer user to an organisation (optional)

  1. Click Customer → Customer Users. Customer users menu
  2. Select the user you want to add to the organisation.
  3. Click Add Organisations from the "Accounts and Organisations" section of the page. Link user to org
  4. Search for the organisation, select it and click Add. Link user to org

Creating buying policies

  1. Click Customer → Buying policies. Customers buying policies menu

  2. Click the Add policy button. Add policy button

  3. Fill in the policy's Details:

    • Name
    • Description
    • Message (displayed to the customer)

    Policy details

    Click Next step.

  4. Fill in the policy's Rules:

    • Select an account
    • Select users from that account that will need to have their purchases reviewed

    Policy rules

    Click Next step.

  5. Fill in the Approvals: select up to two "super" users which will review the user's purchases.

    Policy approval

    Click Next step.

  6. Review the buying policy configuration. Click Create.

    Policy validation