ShopZio is a B2B marketplace that connects buyers and brands worldwide, offering easy access to a wide range of products. Buyersâalso known as Site Usersâregister once for the marketplace and then request access to individual brands in order to shop their assortments.
Once a Site User requests access to a brand, they appear as a Lead in the Dashboard of the ShopZio Admin portal. A buyer will only appear under Site Usersâand gain shopping accessâafter their lead request has been approved â .
â ď¸ Broken Site Users
Occasionally, a Site User may become a broken site user due to being deactivated in WebManager. This can prevent the user from accessing a brand they were previously connected to and block them from shopping.
đš Note: An orange hue on a site user indicates a broken site user. Follow the steps below to restore their access.
đ Restoring Declined or Broken Site Users
If a lead has been declinedâor a buyer has become a broken site userâyou can restore access through the ShopZio Admin portal. Hereâs how:
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Click Declined to view all declined or deleted Site Users.
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Use the search bar to locate the user by customer name, username, or date.
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Click the â+â icon on the far right to restore the Site User.
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Then go to the Leads section and choose one of the following actions:
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đ Research and Explore Request â Use this to re-initiate access.
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â Research and Approve Request â Click the magnifying glass icon to fully approve the request.
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đŤ Decline Request â Sends the user back to the Declined bucket and notifies them.
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đď¸ Delete Request â Permanently removes the request and clears the buyerâs pending list.
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đ Restoring Broken Site Users
If a lead has become a broken site userâyou can restore access through the ShopZio Admin portal. Hereâs how:
- Click Site Users
- Double-click to open the customer profile
- Clear the Search Existing Customer and search an active customer to associate the broken site user.
- Click the Associate Account icon
if you would like to associate the broken site user to another customer.
- Alternatively, if there are no customers to associate, click Create New Customer and enter the appropriate information within the Company Information tab.
- Click the Associate Account icon
âFREQUENTLY ASKED QUESTIONS (FAQS)
Q. What does âChooseâ in the Rep # field mean?
A. This means the system is not recognising the rep number. Even if the number appears searchable, it must show a valid rep name when you click into a customer profile to be functional.
Q. Why can't a Site User see a brand they were previously connected to?
A. The user may be deactivated in WebManager, which causes them to appear as a broken site user. You can restore them following the steps above.
Q. If I decline a lead by mistake, can I approve them later?
A. Yes. Go to the Declined tab, restore the user, and use the Research and Approve Request option to give them access again.
Q. What's the difference between Declining and Deleting a request?
A. Declining moves the lead to a non-active status and sends a notification. Deleting removes the lead permanently and erases the request from the buyer's dashboard.
Q. Will restoring a Site User immediately give them access to shop?
A. Only once their lead is approved will they appear under Site Users and gain shopping access.
From time to time, site users may become a 'broken site user' as a result of the buyer being deactivated within WebManager.
Additionally, if a lead has been declined but you want to approve them at a later date, you can do so through the ShopZio Admin portal. You can restore your site user's access by following a few steps.
- Click âDeclinedâ to see all declined/deleted site users
- In the search bar, search by 'customer', 'user', or 'date'
- Click the '+' icon on the far-right side of your screen to restore the desired customer/site user
- The, click on Leads and select one of the following actions:
- Research and Explore Request (you will need to do this to restore site user access to the user). You can also click the magnifying glass icon to Research and Approve request.
- Decline Request (declining request will return the user to the declined bucket and they will receive a notification)
- Delete Request (deleting a request will wipe the request from the system completely and will remove the request from the buyer's "pending" state