The Commerce Application leverages the application’s user management functionality and supports the concept of roles that can be assigned to Commerce users. (For more details, refer to 'User & Access Management'.
Commerce Roles
Four (4) roles are available in the Commerce application:
|
# |
Role |
Description |
|
1 |
Commerce System Administrator |
This role is assigned to employees, in the user management area within the application. It determines the administrator that configures the Commerce’s layout, branding, and maintains certain Commerce relevant settings. |
|
2 |
Commerce Sales Administrator |
Similar to the previous user type, the role of 'Commerce Sales Admin' is assigned to employees within the user management area under ‘Administration’. The Commerce Sales Admin can create Commerce users but does not have any access to the Commerce administration area itself. |
|
3 |
Commerce Business Administrator |
This role is assigned to the customer contact user; it allows the customer contact to place an order. Customer contacts with this role can see all orders placed in the Commerce application, as well as also review and place orders which are sent for review. |
|
4 |
Commerce End-User |
This role is assigned to the customer contact user. It is more restrictive than Commerce Business Admin. The end-user with this role can create orders but not place them. The order needs to be reviewed by a user with the role of 'Commerce Business Admin' before eventually placing the order. Also, users with this role cannot see other users’ orders placed in Commerce. |
Commerce System/Sales Administrator
The feature of disabling cart for employee commerce users improves user experience on Commerce for System Admins and Sales Representatives. Settings can be done in 'Administration' > 'User Management' > 'Commerce User' > select role type in the drop-down menu.
Depending on the commerce user role assigned, user(s) profile in the Commerce portal differs:
Commerce Business Admin/End-user
Individual Provisioning through Digital Sales Platform
For customer and prospect contacts, Commerce users can be provisioned. On a customer record, a tab ‘Commerce Users' is available:
To create a new Commerce user, a contact 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 (refer to 'User Management' for additional information).
Mass Provisioning through Digital Sales Platform
In the 'Accounts' section, 'Commerce Contact Users' are displayed across all accounts. The administrator can sort/filter this list by the associated accounts, roles, etc., and perform mass actions, i.e. to provision new users at scale and change/update assigned roles, and set the access to active and inactive respectively.
The administrator can assign/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:
Upon clicking 'Assign', the select users will receive an email with the respective login information (comprising of the Commerce URL, their user name, and respective one-time password which is system-generated).
Mass Updating through Digital Sales Platform
Existing users can be mass-updated to e.g. assign/change the user roles, update related permissions, (un-)lock their access (by setting the status active and inactive respectively) and the invitation email containing access information can be re-sent. To invoke the maintenance pop-up below, one or more users need to be selected and the mass-maintenance icon needs to be selected:
Once a role has been selected the corresponding permissions will be displayed from which the user can select / de-select accordingly. That way, e.g. prospect users can only be authorized to raise inquiries, but not perform an order checkout process (for more information refer to 'Submit Inquiry' and 'Checkout Process'):
In Commerce, Business Administrators with Manage User Permissions can also update their user's permissions.
Delegating User Maintenance through Commerce Portal
User administration overheads can now be reduced by allowing customer Business Administrators to decide which other contacts should be given access to Commerce and in what role. Permissions can also be fine-tuned if need be in an easy way.
Under 'Manage My Users' in the User Preferences tab, Commerce Business Administrators can add/remove users and assign roles.
Permissions Management through Commerce Portal
Permissions can be managed on a role and user level through the Permissions tab when you click into a user. From the Permissions tab, the respective Permissions can then be toggled accordingly.
Permissions can only be granted on a user level based on the pre-defined roles assigned (refer to Commerce Roles). The role-specific permissions can then be switched on or off. This will not have an impact on the permissions of the pre-defined roles.
Commerce Site Administrators can switch on / off centrally the sales and inquiry processes which is an application-wide setting meaning that the Commerce application either does or does not support the sales and/or inquiry process:
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