Overview
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During implementation, Best Practice Design (BPD) sites are configured with a standard set of website user roles. This page 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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Start with the set of standard user roles included with your website to distinguish between different user types on your website. Add custom ones when you need them.
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'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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'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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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.
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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
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This role is intended for the Website Administrator. This user has access to site content, can create roles and maintain users, and can maintain system settings.
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The Website Administrator role cannot create new users on their Customer account. This function is enabled at the user level. To allow a website user to create new users for their Customer account, Account Administrator must be enabled in the CMS for the website user. see: CMS Website User. |
Additional Information
Roles can be added and changed to suit your business. For a general overview of roles and a guide to maintaining them, see Roles and Role Assignment.
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Roles can be added and changed to suit your business.
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Yes |
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Users |
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yes |
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B2B |
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n/a |
Related help
Website users are assigned to one or more roles. There is a default set of standard roles. Each role has an intended function and a set of enabled/disabled permissions. Administrators can create custom roles with custom permissions to suit their business requirements.
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