Security Role | Subsections | Description |
Admin Page | Add Users Delete Users Edit Users Role Add Budgets Add Credit Cards Delete Credit Cards Add Customer Locations Edit Customer Locations Delete Customer Locations Add User Locations Edit User Locations Delete User Locations Assign Products | Enabling the Admin page will allow the user to see all users registered for their company on the portal. You can also enable the ability to add, delete and edit user profiles. |
Profile Page | Role Add Budgets Add Credit Cards Delete Credit Cards Add Customer Locations Edit Customer Locations Delete Customer Locations Add User Locations Edit User Locations Delete User Locations Assign Products | The profile page shows the user's online ordering profile information. You can set permissions that allow them to edit the information on the page. |
Budget Balance | Enabling the Budget Balance will allow the user access to their company's budgets and allow them to allocate budget funds for their orders. | |
Hide Prices | Hiding prices will remove all pricing from the portal so that the user can not see that information. The user should have "On Account" set as their payment method so that payment is not needed when checking out. | |
Approval Page | Proof Approval All Contacts Proofs Quote Approval All Contacts Quotes Cart Approval | The Approvals page will allow the user to approve Proofs, Quotes, and/or Carts waiting for approval. Selecting the "All Contact" options will allow the user to approve for all contacts under their customer. |
Inventory Page | The Inventory page allows the user to see the status of any Finished Customer Goods under their customer. | |
Orders With Balances Page | All Contacts Orders | Orders with Balances shows any orders that have a balance owing. The user can select one or many of these orders and make payments on them. Enabling "All Contacts Orders" will let the user see order with balances for all contacts under their customer. |
Order Status Page | Status All Customer Orders | The Order Status page shows all orders placed, their order name and number, the date ordered, quantities and names of items, and their status in production. "All Customer Orders" will allow the user to see all orders places by all contacts under their customer. |
Checkout Billing Address | Saved Locations Customer Locations Edit Address | Enabling Checkout Billing Address will allow the use to edit the billing address on the checkout page. |
Checkout Shipping Address | Saved Locations Customer Locations Edit Address | Enabling Checkout Shipping Address will allow the use to edit the shipping address on the checkout page. |
Online Security Configuration Print
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