Setting a Contact as Web Admin

A customer contact set as Web Admin can self-serve, because they can configure other users that order for their company (or in Horizon terminology, other customer contacts). A new link Account Administration is added to Accounts. They also have access to more options in Edit Information.

To set a contact as a web admin:

  1. Make sure a Web Admin User user-defined group has been set up.
  2. On the Set-up menu, click Traders.
  3. Browse to the customer for whom the contact places orders.
  4. In the Trader toolbar, click Contacts.
  5. Click the contact you want to set as Web Admin.
  6. Click the Groups tab.
  7. Select the Web Admin User tick box, then click Set.

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