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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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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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'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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About website user roles |
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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