Security Roles can be created and assigned to users to control their level of access. Each permission variable controls a specific section, panel or action.

• The preset security roles provide a base permission setup for various online user roles, but can still be modified as needed.
• The Approval Page > Cart Approval permission is required for a contact to be selectable as an approver of another user's online orders.
• The quickest way to add a new security role similar to an existing one, is to duplicate an existing security role, and make a few adjustments.
• Online Security Roles can also be added or removed from Contacts while editing a Contact on the CRM.
  Learn more about Editing Contacts - Online Ordering Settings.
• Once a security role exists, it can be added to Settings > Customer > Defaults > Edit Customer Default > Online Ordering > Contact Roles, to automatically assign the desirable security role to any New Contacts that Self Register on an Online Ordering Portal that has the Customer Default Associated.
  FAQ - Can I Set a Different Customer Default on Each Portal?
  FAQ - What are Defaults and Where are they Used?

Online Ordering > Security

ADDING SECURITY ROLES

• Click the {New} button
• Name the security role
• Add a Description to identify the uniqueness of the security role
• Select desirable Permissions, then click the {Save} button
  • Online Security Role Permissions are defined at the bottom of this article

ADDING CONTACTS TO SECURITY ROLES

• While editing a security role, click the {Add} button in the Contacts section
• Filter/Search & Select the contact(s) you want to add to the security role, then click the {Add} button

REMOVING CONTACTS FROM SECURITY ROLES

Once a Contact is assigned to a security role, they can be removed by selecting the Contact from the Security Role Contact List and clicking the {Remove} button.

EDITING SECURITY ROLES

Once a Security Role exists, it can be edited by clicking the Security Role Name.

DUPLICATING SECURITY ROLES

Once a Security Role exists, it can be duplicated by selecting the Security Role from the Security Role List and clicking the {Duplicate} button.

DELETING SECURITY ROLES

Once a Security Role exists, it can be deleted by selecting the Security Role from the Security Role List and clicking the {Delete} button.

ONLINE SECURITY ROLE PERMISSIONS

• Admin Page - Access to the Online Ordering Admin Page
  Allows the user to see all users registered under their customer.
  • Add Users - Ability to create new contacts within their customer, with access to online ordering
  • Delete Users - Ability to delete online ordering contacts from their customer
  • Edit Users - Access to edit information of their company contacts
    • Role - Ability to assign roles
    • Add Budgets - Ability to add a budget
    • Add Credit Cards - Ability add credit cards
    • Delete Credit Cards - Ability to delete credit cards
    • Add Customer Locations - Ability to add company billing or shipping locations
    • Edit Customer Locations - Ability to edit company billing or shipping locations
    • Delete Customer Locations - Ability to delete company billing or shipping locations
    • Add User Locations - Ability to add contact billing or shipping locations
    • Edit User Locations - Ability to edit contact billing or shipping locations
    • Delete User Locations - Ability to delete contact billing or shipping locations
    • Assign Products - Ability to grant or restrict access to online ordering portal products

• Profile Page - Access to one's own contact profile to edit personal information
  • Role - Ability to assign roles
  • Add Budgets - Ability to add a budget
  • Add Credit Cards - Ability add credit cards
  • Delete Credit Cards - Ability to delete credit cards
  • Add Customer Locations - Ability to add company billing or shipping locations
  • Edit Customer Locations - Ability to edit company billing or shipping locations
  • Delete Customer Locations - Ability to delete company billing or shipping locations
  • Add User Locations - Ability to add contact billing or shipping locations
  • Edit User Locations - Ability to edit contact billing or shipping locations
  • Delete User Locations - Ability to delete contact billing or shipping locations
  • Assign Products - Ability to grant or restrict access to online ordering portal products

• Budget Balance - Allows the user to access their company's budgets and to allocate budget funds for their orders

• Hide Prices - Restricts the contact from viewing product prices on Online Ordering Portals

• Approval Page - Access to the Online Ordering Approvals Page
  • Proof Approval - Access to one's own proof approvals section
    • All Contacts Proofs - Access to all company contacts proof approvals
  • Quote Approval - Access to one's own quote approvals section
    • All Contacts Quotes - Access to all company contacts quote approvals
  • Cart Approval - Access to the cart approvals section of the approvals page
    This security setting is required for a contact to be selectable as an approver of another user's online orders.

• Inventory Page - Access to the Online Ordering Inventory Page
  Allows the user to see the status of any Finished Customer Good under their customer.

• Orders With Balances - Access to the Online Ordering Orders With Balances Page
  • Print Invoice - Ability to print the customer default invoice document for any order with an outstanding balance available to the contact
  • Print Statement - Ability to print the customer default statement document if there is an outstanding balance on posted orders
  • All Customer Orders - Access to all company contacts orders with outstanding balances

• Order Status Page - Access to the Online Ordering Order Status Page
  • Status - Ability to see the current queue status of order items
  • Print Invoice - Ability to print the customer default invoice document for any order available to the contact
  • Void Orders - Ability to see voided orders as part of the Order Status Page
  • Manual Orders - Ability to see non-online orders as part of the Order Status Page
  • All Customer Orders - Access to all company contacts orders based on void and manual order security settings

• Checkout Billing Address
  • Saved Locations - Ability to select contact billing locations from the billing address dropdown menu
    • Customer Locations - Ability to select customer billing locations from the billing address dropdown menu
  • Edit Address - Ability to manually edit the billing address

• Checkout Shipping Address
  • Saved Locations - Ability to select contact billing locations from the billing address dropdown menu
    • Customer Locations - Ability to select customer shipping locations from the shipping address dropdown menu
  • Edit Address - Ability to manually edit the shipping address