Overview
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During implementation, Best Practice Design (BPD) sites are configured with a standard set of user roles. This article outlines those roles and their intended function. Please note that your site's role names and descriptions may differ slightly from those outlined here. |
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Role Name | Role Description | Intended Function |
PUBLIC | Public User - Not Logged In | This is usually the website's default role. When a user first arrives at the site, they operate under this role. There may be limited functionality with regard to ordering or limited site content available pre-login. |
PUBLICR | Self Registered Casual User (B2C) | 'Business to Consumer' This is the default role for self-registered Public users. Standard B2C functionality includes: - ordering
- my favourites
- order history / track & trace
- user address maintenance
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CSSUser | Business To Business User (B2B Default) | 'Business to Business' This is the default role for users associated with an organisation / customer code. This role has standard functions such as: - ordering
- my favourites
- order history / track & trace
- order templates
- order imports
- order approvals
- use of cost centres
- use of multiple accounts
- pay outstanding invoices ('Pay Account')
- invoice reprints
- account enquiry
- user maintenance
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Accounts | Accounts Team (No Ordering) | This B2B role is intended for members of the Accounts team. These users have administrative functionality such as: - pay outstanding invoices ('Pay Account')
- invoice reprints
- account enquiry
- order history / track & trace
- product browse
- my favourites
- user maintenance
No add to cart or ordering functionality is present. |
CSSORD | Purchasing Officer (No Accounts Access) | This B2B role caters for procurement activities. Here, the user has most of the standard B2B functionality such as: - ordering
- my favourites
- order history / track & trace
- order templates
- order imports
- order approvals
- use of cost centres
- use of multiple accounts
However, Pay Account and Account Enquiry functions have been removed. |
Administrator | Website Administrator | This role is intended for the Website Administrator. This user has access to site content, can create roles and users, and can maintain system settings. |
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Additional Information
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Info |
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Not every organisation will require all of the above roles, and some organisations may wish to modify them to suit business needs. For a general overview on the purpose of roles and a guide to maintaining them, see Roles and Role Assignment. |
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| **.**.** |
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Prerequisites | |
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Self Configurable | Multiexcerpt |
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MultiExcerptName | Self Configurable |
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| Yes |
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Business Function | Multiexcerpt |
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MultiExcerptName | Business Function |
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| Marketing |
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BPD Only? | |
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B2B/B2C/Both | Multiexcerpt |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
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Ballpark Hours From CV (if opting for CV to complete self config component) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
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Ballpark Hours From CV (in addition to any self config required) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact CV Support |
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Third Party Costs | Multiexcerpt |
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MultiExcerptName | Third Party Costs |
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| n/a
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CMS Category | Multiexcerpt |
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MultiExcerptName | CMS Category |
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| CMS Category |
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