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MultiExcerptNameFeature 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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'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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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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Standard Roles

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MultiExcerptNameMinimum Version Requirements

**.**.**

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MultiExcerptNamePre reqs

--

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MultiExcerptNameSelf Configurable

Yes

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MultiExcerptNameBusiness Function

Marketing

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MultiExcerptNameBPD Only

yes

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MultiExcerptNameB2B/B2C/Both

B2B

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

Contact CV Support

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

Contact CV Support

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MultiExcerptNameThird Party Costs

n/a

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MultiExcerptNameCMS Category

 CMS Category