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.
There are a number of preset Online Ordering Security Roles within the system including:
Note: The preset security roles provide a base permission setup for various online user roles but they can still be modified as needed.
Security Role | Description |
Online Admin | Access to everything online. |
Online Order Approver | A Contact that may approve Orders placed by others for the same Customer. |
Online Order Placer - Needs Approval | A Contact that can log in to Online Ordering and create a Shopping Cart, but cannot place the Order until it is approved by an Approver. |
Online Ordering - Hide Prices | Hide all pricing information on the Online Ordering system for the logged in user. |
Online Ordering Customer | A Customer that has access to log in to the Online Ordering system. |
Adding a New Security Role
Step Action
1. Select {Settings} and then select {Online Configuration} under Online Ordering.
2. Select {New} under Security section. A New Security Role page will open.
3. Complete the Configuration fields.
Field | Description |
Name | Enter Name for the new security role. |
Description | Enter a Description for the new security role. |
Permissions | Select applicable Permissions by checking boxes on the left-hand side. Note: The balance, quote, and proof permissions can be for all or be user specific. |
4. Select {Save}. The page will now show the name of the new security role.
Contacts can also be added before leaving this page.
Note: The option to add Contacts information will be available once the
Configuration information has been saved and the Security Role edit
page generated. (See Security - Contacts)
Editing a Security Role
Step Action
1. Hover mouse over the name of security role to be edited and select the pencil icon
that appears on the right-hand side of the name.
A Security Configuration edit page will open.
3. Make required changes.
To Be Edited | Action |
Configuration | 1. From the Security Configuration edit page, make required changes to name and/or description. 2. Check/Uncheck boxes on left-hand side to add/remove permission variables. 3. Select {Save}. |
Contacts | To edit, add, or delete Contacts see Security - Contacts. |
Duplicating Security
Step Action
1. Scroll to Security under Online Ordering section and select items to be duplicated by
checking boxes on the left-hand side.
2. Select {Duplicate}.
3. Select {Ok}. A results window will pop-up to confirm security roles have been duplicated.
Duplicated items will appear with (Copy) after their name.
Deleting Security
Step Action
1. Scroll to Security under Online Ordering section and select items to be deleted by checking
boxes on the left-hand side. To delete all items, select box on the left-hand side of {New}
under Security.
2. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
3. Select {Ok}. A results window will pop-up to confirm security role successfully deleted.