Overview:
This article provides the guide on how to create a new admin user.
Important: Verify the customer account first prior creating an admin user. You may refer to How to Verify a Customer Account Prior to Creating an Admin User in Xvantage for more information.
Process:
Open the Back Office portal.
Select New Reseller Admin.
Enter customer details:
Username should typically match the customer’s email.
If the customer has multiple accounts, append the customer number (e.g., testuser@160362).
Enter Caps ID and suffix as one entry - BBBBES in this case (different for each customer but common for each user within the same account.
Click Create User.
The customer will receive login credentials within 5 minutes.
Note: If the customer did not receive the password reset email, provide the following guidance:
Please contact your IT team and request that they release the email sent from donotreply@ingrammicro.co.uk, as it may have been blocked by your firewall or filtered into spam.
Subtopic 1: How to Create the CAPS ID and User Suffix
Process:
Use jump code: CAPM from the SP screen.
Enter a value in Next ID (random letter/number combination).
Press Enter – this opens CAPS ID MODE.
Enter the BR number and Customer number following the required format.
Confirm success message appears at the bottom of the screen (CA010 CAPS RECORD ADDED).
From the same screen, press F5.
Enter Next User Suffix and press Enter.
Input the following:
Name
Tech Name
Press enter, it will auto enter the date in the fields.
Update the following fields:
Order Entry Allowed: Y
Admin Flag: I
Press Enter until confirmation message appears.
You now have both the CAPS ID and Suffix ID required for admin user creation.
Important: If an admin user is created with only a CAPS ID and no Suffix, the user will have:
No pricing visibility
Limited permissions in Xvantage
Always verify both IDs before proceeding.