Overview
For CMS Administrators only
| Excerpt | ||
|---|---|---|
| ||
Create new CMS Users for administrative functions on your platform. |
User maintenance in the CMS is split between
...
two groups: Website users
...
and CMS users.
...
| Warning |
|---|
Before creating a new CMS user, it is important that the user has a login with an Administrator role on the Website itself. As long as both logins (CMS & website) use the same email address, the link will be automatic and the user's experience with both interfaces will be seamless. Follow the guide below to create both the Website Administrator and CMS User logins. |
Creating the Website Administrator
If the user does not yet have a website login with Administrator role, follow these steps to create one.
- In the CMS, navigate to Users → Website Users.
- Click Add New User.
- Enter the user's Name and Email Address.
- Assign a default Customer account.
- Set the Initial Role to 'Website Administrator'.
- Click Save & Exit.
| Tip | ||
|---|---|---|
| ||
Have the user login to the website with their Administrator credentials before attempting the first CMS login. This is so that access can be validated and legacy pages will load correctly once the user logs into the CMS. |
...
Once the user exists as an Adminstrator on the web (and they have logged in to verify access), you can create their CMS login.
...
- If the user will require access to multiple sites (e.g. Live and Stage), repeat this step.
- Remember, the user will need an Administrator login on each website you add here.
...
...
Website user roles identify the type of access a user has when they login to your ecommerce store.
CMS users are organisational users who access your CMS for platform administration functions. What a CMS user can do is based on their CMS Role(s). For instance, a user with the Category Management and Product Management roles will only be able to view and access product and category maintenance functions. The Administrator role can view and perform all CMS functions, configure feature settings, and manage CMS users, including create new ones.
Default CMS Role Permissions
Each role has a set of default permissions. During implementation of your ecommerce store, Commerce Vision would have set up custom permissions against each role for your business.
| CMS Role | Default Permissions | |||||
|---|---|---|---|---|---|---|
| Administrator | All permissions available
| |||||
| Basic Azure User | Azure access | |||||
| Category Management | Can edit and view category products information Can manage and view all product information excluding product media Can edit product variant information | |||||
| Category Viewer | Can view category information only Can view product information only | |||||
| Content Manager | Can manage a sites images and files | |||||
| Document Management | Allow editing of hints on editable fields | |||||
| General Access | Add, edit and delete CMS Users Edit the Updates.css custom styles file Manage Campaigns Clear cache mechanisms on the CSS Site Manage Custom Fields Manage Custom Pages Manage Custom Widgets Manage Feature Settings View Google Analytics menu items Manage Layers Manage Built-in Pages Manage User Groups Manage Web Sites Search Templates for text or widgets View the style-related menu items | |||||
| Product Management | Can edit category products information Can manage and view all product information excluding product media Can manage all product information including documents (with Product Documents enabled) Can edit product variant information Can view category products information only Allows Maintenance of Product Features data (with Product Features enabled) Allows modification of product restrictions (with Product Restrictions enabled) | |||||
| Product Subscription Management | Can view and manage Product Subscription information (with Subscription Products enabled) | |||||
| Product Subscription Viewer | Can view Product Subscription information (with Subscription Products enabled) | |||||
| Product Viewer | Can view product information only Can view category products information only | |||||
| Table Maintenance Management | Can view and manage all Table Maintenance (with Table Maintenance enabled) | |||||
| Table Maintenance Viewer | Can view Table Maintenance only (with Table Maintenance enabled) |
Step-by-step guide
Add a CMS user and their CMS role(s).
- In the CMS, go to Ecommerce → Users → CMS Users.
- On the CMS User Maintenance page, click Add New User.
- On the Add User page, in CMS User Details, enter details for the new user. NOTE - Ensure the User Name does not contain spaces or special characters. It can be an email address.
- The Organisation ID field is pre-filled with your organisation name. NOTE - If this field is not displayed, it means the system will just default to your organisation.
- Two-factor authentication will automatically be set for the user. Unless there are special circumstances, this should not be turned off. Learn more: 2FA CMS user authentication
- In the Sites section, click Add New Site and select the site this user can access from the Site Name dropdown. To add the site, click Add New Site.
- Repeat Step 6 to add other sites, e.g. Live and Stage.
- Click Save & Exit.
- Scroll down to the Sites section. To add one or more roles, click Manage Roles.
- Tick one or more applicable roles, then click Save.
Related Resources
| Content by Label | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|