Difference between revisions of "How do I control account security on my ecommerce website?"

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(→‎Account Levels)
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== More Information ==
 
== More Information ==
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=== Account Levels ===
 
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{{Note|text=See [http://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Set_Up_Account_Levels_on_my_Website%3F How do I set up Account Levels on my Website]}}
 
  
 
=== Account Security ===
 
=== Account Security ===
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Once your manager and trade accounts have been tagged and uploaded, you can use the online control panel to control the features that they have access to.
 
  
 
* Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}.
 
* Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}.
 
* Click {{Menu|Online Control Panel}}.
 
* Click {{Menu|Online Control Panel}}.
 
* Click Manage {{Menu|Store}}.
 
* Click Manage {{Menu|Store}}.
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* Find the {{Menu|Account Security}} section.
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* Find the {{Menu|Manage Account Levels}} section.
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* Use the {{DataPrompt|Account Level}} drop-down box to select the level of account you want to view or amend.
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* For each of the following settings, choose whether this level of account...:
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Use the {{DataPrompt|Account Level}} drop-down box to select the level of account you want to view or amend (see [[How do I Set Up Account Levels on my Website?]]) and then for each of the following settings, choose whether this level of account...:
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** {{DataPrompt|Account Details}}: can change their account details (name, address, phone, etc.).
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** {{DataPrompt|Delivery Address}}: can specify a delivery address when placing an order.
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* {{DataPrompt|Account Details}}: can change their account details (name, address, phone, etc.).
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** {{DataPrompt|Order Reference}}: can specify an order reference/"your ref" when placing an order.
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* {{DataPrompt|Delivery Address}}: can specify a delivery address when placing an order.
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** {{DataPrompt|Order Notes}}: can specify order notes/special instructions when placing an order.
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* {{DataPrompt|Order Reference}}: can specify an order reference/"your ref" when placing an order.
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** {{DataPrompt|Add to Basket}}: can add items to the basket and place an order.
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* {{DataPrompt|Order Notes}}: can specify order notes/special instructions when placing an order.
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** {{DataPrompt|PayPal Payment}}: must pay when placing an order.
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* {{DataPrompt|Add to Basket}}: can add items to the basket and place an order.
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* {{DataPrompt|PayPal Payment}}: must pay when placing an order.
  
 
=== Account Registration ===
 
=== Account Registration ===
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== See also ==
 
== See also ==
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*[[How do I Set Up Account Levels on my Website?]]
 
*[[How do I Configure Stock Availability on my Website?]]
 
*[[How do I Configure Stock Availability on my Website?]]
 
*[[How do I Setup my Carriage Charges?]]
 
*[[How do I Setup my Carriage Charges?]]

Revision as of 13:52, 19 September 2012

Summary

This article explains how security on your website can be controlled.

This article is only applicable to users who have a Catalyst Platinum O+ Trade Store that has been set up for trade customers. If you are interested in advertising your stock on-line please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information.

More Information

Account Security

  • Go to " Reports & Parameters Maintenance Options Platinum O and Catalyst FindIt".
  • Click " Online Control Panel".
  • Click Manage " Store".
  • Find the " Manage Account Levels" section.

Use the "Account Level" drop-down box to select the level of account you want to view or amend (see How do I Set Up Account Levels on my Website?) and then for each of the following settings, choose whether this level of account...:

  • "Account Details": can change their account details (name, address, phone, etc.).
  • "Delivery Address": can specify a delivery address when placing an order.
  • "Order Reference": can specify an order reference/"your ref" when placing an order.
  • "Order Notes": can specify order notes/special instructions when placing an order.
  • "Add to Basket": can add items to the basket and place an order.
  • "PayPal Payment": must pay when placing an order.

Account Registration

You can choose whether new customers can register an account on your website or that they should be blocked.

  • Go to " Reports & Parameters Maintenance Options Platinum O and Catalyst FindIt".
  • Click " Online Control Panel".
  • Click Manage " Content".
  • Click [Edit] next to "Store Registered customers only".
  • To block new customers from registering an account:
    • Enter a message to show when a non-registered customer views your website, such as
      Please log in to use our website. Click the reset password link above if you do not know your password.
    • Click [Update].
  • To allow non-registered customers to browse your website and allow them to register their own accounts:
    • Click [Default] then [Update].

See also


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Keywords AND Misspellings
Platinum Online, Platinum O+, Website, e-commerce, ecommerce, trade, shop, tradeshop

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