User Access for Commerce Manager

Managing users and 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. for store administrators is done in the Customer Management system. EPiServer Commerce is built with flexibility in mind for structuring internal teams and departments as well as external organizationsGroups or sub-groups of registered users and customers. An organizational unit is a "child" or subsidiary of a "parent" organization. Within Commerce Manager, you can assign an organization as a parent of another organization. For example, the parent company Company X, and the organizational units are Company X West and Company X East. Organization units include regional branches or departments or you could name them by business categories such as "Computer and Electronics" or "Clothing and Accessories." Organizations can be structured into a tree structure with sub-units with different levels of permissions assigned to each. So for example, you can set up your company as a parent level organization while your departments such as Sales & Marketing, IT/Development, and Operations as organization units. With this scenario, you can allow users in each departments to have access to only relevant subsystems, screens and functionality within Commerce Manager. Same as "organization units"., partners and customers. The Customer Management system allows for creating users and groups with either pre-configured Roles or custom Roles which control access to different systems or individual elements within a system.

When you install EPiServer Commerce, you are provided with an administration 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.. This account is given full privileges, meaning it is full access to all systems and all elements within each system. Additional accounts used by your internal team to access Commerce Manager must have one or more Roles assigned to them. A role can be for instance "Catalog Viewers", "Marketing Admins" or "Asset Managers".

Commerce Manager users are internal to your organization and should not be confused with customers. By default, customers who register from your public site are given the "Everyone" and "Registered" Roles, but these roles do not allow access to Commerce Manager.

A standard installation of the EPiServer Commerce sample site has a number of predefined roles. These roles are based on common e-commerce working procedures and provides a suggestion to how you can work with the system.

Each role is associated with a range of permissions on different levels, related to the various parts of Commerce Manager.

The following roles are available by default, with a set of permissions for each role:

• Admins - default role allowing to fully administer most areas of the Commerce Manager.
• Order Managers - this role can create returns and exchanges, view and edit orders, send notifications, process 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.. You can also allow order managers to manage discounts and/or change the line item price.
• Order Supervisors - this role has full permissions for the entire order management procedure, including the entire Order Managers permissions.
• Shipping Manager - this role allows for viewing, packing and completing shipments.
• Receiving Manager - this role can view shipments and receive returns.
• Everyone - assigned when a customer registers an account from the front-end public site.
• Registered - assigned when you register from an Account from the front-end public site.
• Management Users - this role allows users access to Commerce Manager.
• Administrators - this 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.
• WebAdmins - this role is EPiServer CMS specific and provides access to the EPiServer CMS administration interface, needed when administering the content management parts of EPiServer Commerce.
• WebEditors - this role is EPiServer CMS specific and provides access to the EPiServer CMS editing interface, needed when working with content on the EPiServer Commerce website.

You can change the detailed permissions for each of these roles, as well as define your own roles and set permissions, all in order to match the specific working procedures in your organization.

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