This Standard Operating Procedure (SOP) outlines the process for a registered user to log in & out, including identification and selection of relevant customer and/or author account the user will work with during this session.

If users are only ever linked to a single customer account for this installation, then you may refer to the simpler processing in Logging In and Out – Single Account instead.

Procedure

It is your responsibility to ensure that you understand this procedure before performing the following tasks.

Note	Deviations from this procedure should be covered by procedures written by your company. Before performing any tasks please ensure all the business rules are set-up accordingly.

Process
A registered user may be linked to: One or more Author accounts For example, an agent may represent multiple authors and may be given access to all of these AND / OR One or more Customer accounts For example: A buyer may work for multiple customers and may be given access to all of these An internal sales rep may be given access to log into customer account and place orders on their behalf Scenarios for contact linked to multiple customers would be relevant only in B2B environment. User selects ‘Sign In’ option from website. Website presents ‘sign in’ page with options for emailAddress, userName and password User either signs in with either emailAddress or userName and their password. Website executes createSession with the details entered, along with loginType = L for Registered and the relevant siteCode setting for this website. Website checks response from createSession If authorFlag = true, allow user to utilise Author services. If customerFlag = true, allow user to utilise shopping cart and other general services as appropriate. If multipleCustomers = false Website allows user to proceed with shopping cart or other activities using the default customer assigned to this contact by IP1. The website does not necessarily need to know which account at this point. If multipleCustomers = true Website executes retrieveLinkedCustomers to get list of valid customers for this user (contact). Website presents this list and user selects which customer account they are working with for current session Website executes setCurrentCustomer to change the selected account Website now allows user Website now allows user to proceed with shopping cart or other activities using the nominated customer account for this session User terminates their session by selecting the ‘Sign Out’ option from website Website executes logout and supplies a confirmation message to the user that their registered session has been terminated – “You have signed out”.
Additional notes Previous version differences for multiple accounts The createSession feedback to pass back information on whether this contact is linked to single or multiple customer account and/or single or multiple author accounts is new to latest 78 release. In fact, all author services are new to this release. For earlier versions, after doing createSession, the website needed to call retrieveLinkedCustomers to determine if multiple customers were allowed for this contact. Registered vs anonymous user differences Registered users have more options in relation to their account which can be accessed by creating a registered session. Refer “Registered vs Anonymous users” for more information. Also refer separate SOP documents for creation of registered users: B2C Ordering Process (Anonymous then Registered) Create Registered User (B2C) Create Registered User (B2B) Order types (B2c vs B2B) Note that registered users may be linked to a B2C or B2B account. Many installations require separate order type defaults to distinguish these as they may be have different order header settings such as Type of Sales, etc. So, once user has logged on and linked to relevant customer, the website may need to establish appropriate order type to be used for that customer before building the shopping cart. This is covered in the SOP Establish Order Type.

Process

A registered user may be linked to:

One or more Author accounts
- For example, an agent may represent multiple authors and may be given access to all of these
AND / OR
One or more Customer accounts
- For example:
  - A buyer may work for multiple customers and may be given access to all of these
  - An internal sales rep may be given access to log into customer account and place orders on their behalf
- Scenarios for contact linked to multiple customers would be relevant only in B2B environment.

User selects ‘Sign In’ option from website.
Website presents ‘sign in’ page with options for emailAddress, userName and password
User either signs in with either emailAddress or userName and their password.
Website executes createSession with the details entered, along with loginType = L for Registered and the relevant siteCode setting for this website.
Website checks response from createSession
If authorFlag = true, allow user to utilise Author services.
If customerFlag = true, allow user to utilise shopping cart and other general services as appropriate.
If multipleCustomers = false
1. Website allows user to proceed with shopping cart or other activities using the default customer assigned to this contact by IP1. The website does not necessarily need to know which account at this point.
If multipleCustomers = true
1. Website executes retrieveLinkedCustomers to get list of valid customers for this user (contact).
2. Website presents this list and user selects which customer account they are working with for current session
3. Website executes setCurrentCustomer to change the selected account
4. Website now allows user
5. Website now allows user to proceed with shopping cart or other activities using the nominated customer account for this session
User terminates their session by selecting the ‘Sign Out’ option from website
Website executes logout and supplies a confirmation message to the user that their registered session has been terminated – “You have signed out”.

Additional notes

Previous version differences for multiple accounts

The createSession feedback to pass back information on whether this contact is linked to single or multiple customer account and/or single or multiple author accounts is new to latest 78 release. In fact, all author services are new to this release.

For earlier versions, after doing createSession, the website needed to call retrieveLinkedCustomers to determine if multiple customers were allowed for this contact.

Registered vs anonymous user differences

Registered users have more options in relation to their account which can be accessed by creating a registered session.

Refer “Registered vs Anonymous users” for more information.

Also refer separate SOP documents for creation of registered users:

Order types (B2c vs B2B)

Note that registered users may be linked to a B2C or B2B account. Many installations require separate order type defaults to distinguish these as they may be have different order header settings such as Type of Sales, etc. So, once user has logged on and linked to relevant customer, the website may need to establish appropriate order type to be used for that customer before building the shopping cart. This is covered in the SOP Establish Order Type.