Chapter 3: Your Magento Account . Naxa AC-1

Chapter 3:

Your Magento Account

You can find the information related to the products and services you have signed up to receive, as well as your contact and billing information in the dashboard of your Magento account. Your Magento account has a separate login from your store, and can be accessed from either the Magento website or from your store’s Admin.

Your Magento Account

To log in to your Magento account:

1.

Navigate to the Magento site: http://www.magento.com

2.

In the upper-right corner, click the My Account link.

3.

Enter your First Name , Last Name , Email Address , and select the functions My

Company Primarily performs and My Role .

4.

Enter your User Name or Email , and Password . Then, click the Submit button.

Your account dashboard appears.

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Sharing Your Account Chapter 3:  Your Magento Account

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Log In to Your Account

Sharing Your Account

Your Magento account contains information that can be useful to trusted employees and service providers who help to manage your site. As the primary account holder, you have authority to grant limited access to your account to other Magento account holders.

Shared Access

Magento Community Edition: User Guide

Chapter 3:  Your Magento Account Sharing Your Account

When your account is shared, all sensitive information—such as your billing history or credit card information—remains protected. It is not shared at any time with other users.

All actions taken by users with shared access to your account are your sole responsibility. Magento Inc. is not responsible for any actions taken by users to whom you grant shared account access.

To set up a shared account:

1.

Before you begin, get the following information from the new user’s Magento account: l l

Account ID

Email address

2.

Log in to your

Magento account .

3.

In the My Account panel on the left, under Shared Access, click Add New User .

4.

In the New User Information section, do the following: l l

Enter the Account ID of the new user’s Magento account.

Enter the Email address that is associated with the new user’s Magento account.

5.

In the Shared Information section, do the following: a.

Enter a Sharename to identify your shared account. Because the Sharename becomes an option in the Switch Accounts list, it should be something that the other person will recognize as your account.

b.

To share your personal contact information, select the checkbox of each item that you want to make available to the other person: l l

Your Email

Your Phone

6.

In the Grant Account Permissions section, select the checkbox of each item that you want to share.

7.

When complete, click the Create Shared Access button.

You are notified when the new role is saved, and the new user record appears in the

Manage Users & Permissions section of the Shared Access page. Magento also sends an email invitation with instructions for accessing the shared account to the new user.

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Sharing Your Account Chapter 3:  Your Magento Account

Add a New User

To access a shared account:

1.

When you receive the invitation to a shared account, the first thing you must do is to log in to your own Magento account.

Your account dashboard has a new Switch Accounts listbox in the upper-right corner, with options for “My Account” and the name of the shared account.

2.

To gain access to the shared account, set the Switch Accounts listbox to the name of the shared account.

The shared account displays a welcome message and contact information. The left panel includes only the items that you have been given permission to use.

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Switch Accounts

3.

When you are ready to return to your own account, simply set Switch Accounts to “My

Account.”

Magento Community Edition: User Guide