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In Customer Self ServiceOn your website, access to Custom Catalogues can be configured in one of two waysat: 

1. Customer Level  - ALL users attached to a Customer Code can be granted access to a catalogue by making the catalogue their their default. 
2. 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: 

1. Login as an Administrator.
2. Navigate to 'Accounts' --> 'Customer Maintenance'As Website Administrator, go to Accounts → Customer Maintenance (/CustomerMaintenance.aspx?mode=admin).
   
   
3. Search for the required Customer Code.
   
   
4. Select the record via radio button.
   
   
5. Click the 'the Catalogues' tab.
   Click '
   
6. Click New'.
   
   
7. Select the required catalogue from the drop-down dropdown list.
   
   
8. Tick the 'the Default' flag.
   • This ensures ALL users attached to the Customer Code have access to the catalogue, and will automatically view this catalogue upon login. 
     
   Click '
   • 
     
9. Click OK' to save.
    

To Assign assign a Catalogue at the User Level:

1. Login as an Administrator.
2. Navigate to 'Accounts' --> 'As Website Administrator, go to Accounts → Advanced User Maintenance' (/UsersMaintenance.aspx?mode=admin).
   
   
3. Search for the required user.
   
   
4. Select the record via radio button.
   
   
5. Click the 'the Accounts' tab.
   
   
6. Select the required Customer Code via radio button.
   
   
7. Click the 'the Catalogues' tab.
    Click '
8. Click New'.
   
   
9. Select the required catalogue from the drop-down dropdown list.
   
   
10. Tick the 'the View Only?' flag checkbox if the user requires needs viewing but not ordering access.
    
    
11. 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
      
      
12. Click 'Click OK' to save.
     

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