The Commerce Application leverages the application’s user management functionality and supports the concept of roles that can be assigned to Commerce users. (See "User & Access Management" for more information)
Commerce Roles
Four (4) roles are available in the Commerce application:
|
# |
Role |
Description |
|
1a |
Commerce System Administrator |
This role is assigned to employees, under 'User Management' within 'Administration' settings. The user is permitted to configure the Commerce portal layout, branding, and other Commerce relevant settings. |
|
1b |
Commerce Sales Administrator |
This role is assigned to employees, under 'User Management' within 'Administration' settings. The user can create Commerce users in Accounts, but does not have access to Commerce Administration. |
|
2a |
Commerce Business Administrator |
This role is assigned to customer contact users, under 'Accounts'. The user can browse the product catalogue and place orders. Customer contact users with this role can see all orders placed in the Commerce application, as well as review, amend and place orders submitted for review. |
|
2b |
Commerce End-User |
This role is assigned to customer contact users, under 'Accounts'. The user can create orders but not place them. The order needs to be reviewed and placed by a user with the role of 'Commerce Business Admin'. Unlike users with the role of 'Commerce Business Admin', users with this role cannot see other users’ orders placed in Commerce. |
Individual Provisioning through Digital Sales Platform
Commerce System/Sales Administrator
Employees are granted access to the Commerce portal with the creation of a Commerce User. Roles are assigned in 'Administration' > 'User Management' > 'Commerce User' > (select role type in the drop-down menu).
Depending on the commerce user role assigned, the user profile in the Commerce portal differs:
Cart functionalities are disabled for employee commerce users and improves user experience on Commerce for System Admins and Sales Representatives.
Commerce Business Admin/End-user
For customer and prospect contacts, Commerce users can be provisioned individually. Within 'Accounts', a tab ‘Commerce Users' is available. To create a new Commerce user, a contact first needs to exist. By clicking the ‘+’ icon, the user can choose from existing contacts that have no Commerce user assigned:
When clicking ‘Assign’, the system will send an email with the respective login information, comprising of the Commerce URL, their username, and one-time password which is system-generated. (See "User Management" for additional information)
Mass Actions through Digital Sales Platform
In the 'Accounts' section of the Digital Sales Platform, 'Commerce Contact Users' across all accounts are displayed as a tab on the main page. Administrators can sort/filter this list by the associated accounts, roles, etc., and perform mass actions - this includes provisioning new users at scale, changing/updating assigned roles, etc.
Mass Provisioning Commerce Business Admin/End-user
Administrators can grant new users access to the Commerce application by clicking on the '+' icon. In the pop-up, the administrator can filter by various attributes to narrow down the list of users that need to be created:
When clicking ‘Assign’, the system will send an email to the select user(s) with the respective login information, comprising of the Commerce URL, username, and one-time password which is system-generated. (See "User Management" for additional information)
Mass Updating Commerce Business Admin/End-user
Administrators can update many existing users at once with the mass-update function. This includes:
- assigning user roles and permissions
- changing/updating user roles and permissions
- (un-)locking user access by setting status as active/inactive (invitation email containing access information can be re-sent)
To invoke the maintenance pop-up below, select one or more users, then click the mass-maintenance button:
After a role has been selected, the relevant permission options will be displayed, which the Administrator can select/de-select accordingly. This helps prevent wrong permissions from being granted to users. For example, prospect users may only be authorised to raise inquiries, but not perform an order checkout process. (See "Submit Inquiry" and "Checkout Process" for more information)
Separately, Commerce Business Administrators are able to update user permissions in the Commerce portal with 'Manage User'. (See "User Maintenance through Commerce Portal" for more information)
User Maintenance through Commerce Portal
User administration overheads can now be reduced by allowing customer Business Administrators to decide which contacts should be given access to Commerce with the appropriate role. Permissions can also be easily fine-tuned if needed.
Managing roles of Commerce Contact Users
Under 'User Preferences' > 'Manage User', Commerce Business Administrators can add/remove users, assign roles and activate users.
Managing permissions of Commerce Contact Users
Permissions can be managed on an individual level when you click into a user. From the 'Permissions' tab, the respective Permissions can then be adjusted accordingly.
Permissions can only be granted on an individual user level, with options provided based on the pre-defined roles assigned. (See "Commerce Roles" for more information) Role-specific permissions can then be switched on or off. This will not have an impact on the default permissions of the pre-defined roles.
Note: User-based permissions set for all Commerce users are subject to application-wide settings. Commerce System Administrators can switch on/off the order and inquiry processes on an application-wide level. This means that the Commerce application either does or does not support the order and/or inquiry process for all users as set up in 'Operation Settings':
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