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Assign access to Custom Catalogues at Customer or User levels. |
In Customer Self ServiceOn your website, access to Custom Catalogues can be configured in one of two waysat:
- Customer Level - ALL users attached to a Customer Code can be granted access to a catalogue by making the catalogue their their default.
- User Level - Custom catalogue access can be configured on a user-by-user basis. - This is useful where when there are multiple users are attached to for a Customer Code , but only some require access to the custom catalogueaccess is restricted on a user-by-user basis.
Step-by-step guides
To Assign assign a Catalogue catalogue at the Customer Level:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Customer Maintenance'As Website Administrator, go to Accounts → Customer Maintenance (/CustomerMaintenance.aspx?mode=admin).
- Search for the required Customer Code.
- Select the record via radio button.
- Click the 'the Catalogues' tab.
Click '- Click New'.
- Select the required catalogue from the drop-down dropdown list.
- Tick the 'the Default' flag.
Click '
- This ensures ALL users attached to the Customer Code have access to the catalogue, and will automatically view this catalogue upon login.
- Click OK' to save.
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Attaching a Catalogue to a Customer Code will not grant all users access unless the 'Default' flag is set to Yes. |
To Assign assign a Catalogue at the User Level:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'As Website Administrator, go to Accounts → Advanced User Maintenance' (/UsersMaintenance.aspx?mode=admin).
- Search for the required user.
- Select the record via radio button.
- Click the 'the Accounts' tab.
- Select the required Customer Code via radio button.
- Click the 'the Catalogues' tab.
Click '- Click New'.
- Select the required catalogue from the drop-down dropdown list.
- Tick the 'the View Only?' flag checkbox if the user requires needs viewing but not ordering access.
- Set the dollar value limits if Basic Order Approvals are in use for the catalogue (see Order Approvals for further information):
- Approval Limit
- Order Limit
- Req Limit
- Click 'Click OK' to save.
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User catalogue access is configured per Customer Code, allowing a user attached to multiple Customer Codes to access a specific catalogue depending upon the account they are logged in against. |
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