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DocumentationCommerceGetting Started

Share a Commerce account

Last update: Mon Nov 25 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • Leader
  • User

Your Commerce account contains information that you can make available to trusted employees and service providers who help manage your site. As the primary account holder, you have authority to grant limited access to other Commerce account holders. Shared access can be revoked, but cannot be transferred from one user to another.

The Commerce Support team does not have access to the account and cannot set up shared access for you. Only the primary account holder with appropriate permissions can set up shared access. When you share account access, all sensitive information, such as your billing history or credit card information, remains protected and is never available to other users.

NOTE
All actions taken by users with shared access are the sole responsibility of the primary account holder. ÃÛ¶¹ÊÓƵ is not responsible for any actions taken by users who have shared access to your account.

Shared access settings {width="600" modal="regular"}

Set up a shared account

  1. Before you begin, get the following information from the Commerce account of the new shared access grantee:

    • The user must have already registered for an account at account.adobe.com and be logged in through account.magento.com.
    • The MAGE ID/Account ID (MAG00XXXXXXX) is displayed in the upper-left corner of the Magento tab, just above the Log Out link.
    • The Email address that is associated with the account.

  2. Log in to your Commerce account.

  3. In the left navigation panel, click Shared Access.

  4. Click Add New User.

    Add a new user {width="600" modal="regular"}

  5. Under New User Information, do the following:

    • Enter the Account ID from the new user’s Commerce account.
    • Enter the Email address that is associated with the new user’s Commerce account.

    New user information {width="600"}

  6. Under Shared Information, do the following:

    • To identify the shared account, enter a Share Name. This name is for internal reference and is visible only to you and the person with whom you share your account.

      A best practice is to use your Organization name as the Share Name. Do not use a name that begins with CLOUD SHARED ACCESS FROM MAG XYX.

    • If you want to share your personal contact information with the new user, enter Your Email and Your Phone.

  7. Under Grant Account Permissions, select the checkbox of each Commerce product and service that you want to share.

    Grant the account permissions {width="600"}

  8. Click Create Shared Access.

    The new user information appears in the Manage Permissions section of the Shared Access page, and an email invitation with instructions to access the shared account is sent to the new user.

    Manage permissions for shared access {width="600" modal="regular"}

NOTE
It is not necessary to share access to the Security Tool - Any user with a MAGE ID can set up the Security Scan Tool with their own account. They just need the necessary privileges to make changes to the site and to verify ownership of the domain using one of the required methods).

Access a shared account

The following instructions are written from the perspective of a shared user who receives an invitation to a shared account.

  1. When you receive an invitation to a shared account, follow the instructions in the email to log in to your own Commerce account.

    The left navigation panel of your account has a new Shared with me tab. The Switch Accounts control in the upper-right corner has options for My Account and the name of the shared account.

    Shared with me {width="600" modal="regular"}

    note note
    NOTE
    If you do not see the Switch Accounts control, contact the primary account holder and confirm that they have entered your correct account information.

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

    Switch to the shared account {width="600" modal="regular"}

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

  3. To connect the shared account to the Help Center, click Support in the left navigation panel of the shared account.

    Support {width="600" modal="regular"}

    You can use the ÃÛ¶¹ÊÓƵ Commerce Help Center from the shared account to search for articles and troubleshooting information, find patches for known issues, and create support tickets.

    note note
    NOTE
    After receiving shared access, the user must log in to their , navigate to Shared Access, and click the Support tab. This action is required the first time only to ensure that the ÃÛ¶¹ÊÓƵ Commerce Support Knowledge Base is configured properly through the SSO call.

  4. To return to your own account, click Back in your browser controls and set Switch Accounts to My Account.

Revoke shared access

  1. Sign in to your Commerce account.

  2. In the left navigation panel, click Shared Access.

  3. Find the account to be revoked under Managing Users & Permissions and click Delete.

    note note
    NOTE
    If Delete is not displayed, check whether the Share Name begins with Cloud Shared Access from MAG XYZ. You cannot delete accounts with that naming pattern.
    If so, ask the account owner to modify the Shared Access account to clear the account permissions. After that update, the user cannot access any account resources.
    In addition, make sure that the users are removed from the project so that they no longer receive email notifications: Former team members receive ÃÛ¶¹ÊÓƵ Commerce cloud notification emails

  4. When prompted to confirm, click Delete User.

NOTE
You cannot delete users with the Share Name of Cloud Shared Access from MAG[XYZ] in this interface. See How to delete users who were granted shared access via a Cloud project?.
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