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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. 

 

 

Role NameRole Description Intended Function
PUBLICPublic User - Not Logged InThis 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.
PUBLICRSelf 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 

 

CSSUserBusiness 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

 

AccountsAccounts 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.  

CSSORDPurchasing 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. 
AdministratorWebsite AdministratorThis 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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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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Roles and User Role Assignment

Minimum Version Requirements

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**.**.**

Prerequisites

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--

Self Configurable

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Yes

Business Function

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Marketing

BPD Only?

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yes

B2B/B2C/Both

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B2B

Ballpark Hours From CV (if opting for CV to complete self config component)

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Contact CV Support

Ballpark Hours From CV (in addition to any self config required)

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Contact CV Support

Third Party Costs

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n/a

CMS Category

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 CMS Category