Roles

E-commerce solutions with online stores can be set up in many different ways, depending on the purpose they serve. An EPiServer Commerce sample installation is based on a setup of certain rolesThe Commerce Manager system has its own set of user roles covering the different tasks that online store managers work with. Order Supervisor, and Order/Shipping/Receiving Manager are examples of the role setup. There are also roles for managing the website as such, for instance editor or administrator. A "visitor" to the website is also a role in this context. Roles control the level of access privileges of each user account in Commerce Manager. Users can be either granted or restricted access to an entire subsystem or a particular menu item within a subsystem based on the role assigned to them. Different roles may be added to user accounts (i.g., store operator or webmaster) so that they can access, edit, or process relevant information. By default, a customer who registered his/her account to make a purchase in the front-end site will have no roles assigned to them, hence giving him/her preventing access to both the editing feature of the front-end site as well as the back-end Commerce Manager. with specific tasks and access rights. The description in this documentation reflects these roles in order to make it easier to understand the underlying work procedures.

Visitor

A visitorA visitor is someone using a web browser to visit the website and use available functions and services. A visitor can register an account and become a customer when purchasing a product. Customers can update information related to their personal account. In the EPiServer Commerce sample site, visitors use the same login procedure to the website as site administrators, without getting access to the back-end functions. in EPiServer Commerce is someone using a web browser to visit the website with purchasing intentions ("shopper"). In a standard installation of EPiServer Commerce (B2C), purchasing can be done either anonymously or by registering an accountA user account that can be created under a Contact. Once an Account has been created, the Contact can be assigned Roles and access the Commerce Manager. A user account is automatically created for a user who registers from the front-end public website which allows a customer to login prior to checking out. They default to the "Everyone" and "Registered" roles and permissions.. Registered visitors can also rate and comment on products.

Store Administrator

The store administratorThe store administrator works in the Commerce Manager interface, with information related to customers, orders and products. Store administrators may also work with configuration of the Commerce Manager system settings. works in the Commerce Manager interfaceStore administrators will access the Commerce Manager interface to manage online store data and activities. The Commerce Manager interface can be reached either from inside the EPiServer OnlineCenter, or directly from View mode when right-clicking in a page., with information related to customers, orders and products. Store administrators may also work with configuration of the Commerce Manager system settings. Depending on how the organization is set up, the store administrator role may be sub-divided into sub-roles in Commerce Manager, with specific access rights and tasks:

• Order Supervisor - full permission for the entire order management.
• Order Manager - creates returns and exchanges, edits orders, sends notifications, processes payments and split shipmentsA shipment may need to be split if one or more of the desired products for a purchase order are not available in the warehouse..
• Shipping Manager - handles packing and completion of shipments.
• Receiving Manager - handles shipments and returns.

System Administrator

In the Commerce Manager back-end system, this administratorAn administrator manages the system settings, works with access rights and adapts the platform to suit the needs of the users. In EPiServer CMS, the administrator has access to both the editorial and administration interface. In EPiServer Commerce an administrator also has access to the Commerce Manager interface. role has extensive administration rights in areas such as assetsDownloadable contents such as documents, links, videos, and images that can be linked to specific products, catalogs, core functions, marketing and customer and order management.

Website Administrator

The website administrator is someone responsible for administrative tasks for the website, including the setting of access rights for editors on the website. Usually has full access to both the editorial and administrative interfaces in EPiServer CMS.

Website Editor

Someone creating and editing content on the website with access to the editorial interface. Editors can be either frequent editors or occasional editors, and they may or may not have publishing rights.

Website Owner

The website owner is someone with an overall responsibility for one or more websites. Creates content occasionally, approves and publishes content created by others, and uses OnlineCenterOnlineCenter is available from the top navigation menu and provides easy access to all systems integrated with a website, as well as the Dashboard with gadgets and the global search for the website. See also "gadgets" and "Dashboard". and gadgets to monitor website activities . May also be a marketer with a market perspective.

Refer to Access Rights for more information on access rights for different roles in Commerce Manager.

Version: EPiServer Commerce 1 R2 SP2| Last updated: 2012-09-20 | Copyright © EPiServer AB | Send feedback to us