Difference between revisions of "How do I set up account levels on my ecommerce website?"

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=== Creating Account Levels ===
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== Summary ==
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Your on-line customer accounts can be grouped into several user levels which can then be given different account settings on the website. This is done using Customer Attributes. This article explains how to set up extra account levels for you to use.
  
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* To create a new attribute, you need to:
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{{Ecommerce}}
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** Go to {{Menu|Reports & Parameters|Maintenance Options|System Administration|Add or Edit Customer Attributes}}.
 
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** Enter a 3 digit reference code into {{DataValue|Customer attribute}} and press enter
 
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** Give the account level a description in the {{DataValue|Description}} field and press enter.
 
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** On the next tab, enter ''WEB'' as the {{DataValue|Category}}, so it is given the "Platinum O" category.
 
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** Click {{DataValue|Done}} when complete.
 
  
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To assign an attribute to a customer, read below.
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== More Information ==
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To add a new account level you must create a new {{Menu|Customer Attribute}}, tag it to the relevant customer or customers, upload your changes to the website and then use Platinum Online to set up the security and other settings for the new account level.
  
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=== Assigning an Account Level ===
+
=== What Account Levels are Available? ===
−
Your on-line customer accounts can be grouped into several user levels which can then be given different account settings on the website. This is done using Customer Attributes.
+
By default, you will have 6 base account levels, which are:
  
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* Go to {{Menu|Sales Ledger|Customer File Maintenance|Add or Edit Customers}}.
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* {{DataValue|Web Administrator}} (~WA): Higher level of manager account which can log in to the website and place orders for trade customers.
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* Find the accounts you want to set up.
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* {{DataValue|Web Account Manager}} (~WM): Lower level of manager account which can log in to the website and place orders for trade customers.
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* {{DataValue|Web Trade Customer 1}} (~WP): Trade customer which (with default settings) can change their account details and delivery address, etc.
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* {{DataValue|Web Trade Customer 2}} (~WT): Trade customer which (with default settings) can place orders but not change their account details.
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* {{DataValue|Web Exclusion}} (~WX): Tag this to exclude this customer from the website.
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* Retail Customer (no tag): Retail customer which (with default settings) can place orders but must pay via PayPal at time of order.
 +
 
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{{Note|text=[[Downloading a Platinum update|Update your Platinum system]] if you do not have the customer attributes mentioned above.}}
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=== Creating an Account Level Attribute ===
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Go to {{PlatinumModuleSettings|{{SL}}|Customer Attributes}}.
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* Enter a 3 digit reference code into {{DataPrompt|Customer attribute}} and press {{KeyPress|RET}}.
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* Give the account level a description in the {{DataPrompt|Description}} field and press {{KeyPress|RET}}.
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* On the next tab, enter {{DataValue|WEB}} as the {{DataPrompt|Category}}, so it is given the {{DataValue|Platinum O}} category.
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* Click {{DataValue|Done}} when complete.
 +
 
 +
=== Assigning an Account Level to a Customer ===
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Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}.
 +
* Find the customer accounts you want to set up.
 
* Click {{Button|Edit}} then go to the {{Menu|Attributes}} tab.
 
* Click {{Button|Edit}} then go to the {{Menu|Attributes}} tab.
 
* Under {{DataPrompt|Category}} select {{DataValue|Platinum O}}.
 
* Under {{DataPrompt|Category}} select {{DataValue|Platinum O}}.
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* Tag the account with an attribute from the list.  
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* Tag the account with an attribute from the list.
 
* Click {{Button|Done}} when complete.
 
* Click {{Button|Done}} when complete.
  
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=== Uploading your Changes ===
 
When you have set up your manager and trade accounts:
 
When you have set up your manager and trade accounts:
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* Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}.
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Go to {{Menu|{{RP}}|Maintenance Options|Platinum O and Catalyst FindIt}}.
 
* Click {{Menu|Upload Database and Images}}.
 
* Click {{Menu|Upload Database and Images}}.
  
 
{{Note|text=If your upload doesn't appear to perform {{Menu|Gathering/Uploading customer details}} then {{SupportContact}} to have your Platinum O account set up.}}
 
{{Note|text=If your upload doesn't appear to perform {{Menu|Gathering/Uploading customer details}} then {{SupportContact}} to have your Platinum O account set up.}}
  
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=== What account levels are available ===
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=== Changing Account Level Settings ===
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By default, you have will have 6 base account levels, which are:
+
Once your account levels have been created you can control various security and other settings for each level:
 +
 
 +
* To change account level settings log in to [[https://online.catalyst-uk.com Platinum Online]].
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This will take you to Platinum Online.
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* Click the menu icon in the top-left corner of the page to open the menu, or swipe from left to right if you are using a mobile device or tablet, and go to {{Menu|Administration|eCommerce|Manage Account Levels}}.
 +
 
 +
Select the level of account you want to view or amend from the list and then you have access to the following settings:
  
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* {{DataValue|Web Administrator}} (~WA): Higher level of manager account which can log in to the website and place orders for trade customers.
+
* {{DataPrompt|Account Type}}: select what type of account this level is. Manager and Admin account level types can place orders for Trade accounts.
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* {{DataValue|Web Account Manager}} (~WM): Lower level of manager account which can log in to the website and place orders for trade customers.
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* {{DataPrompt|Account Details}}, {{DataPrompt|Delivery Address}}, {{DataPrompt|Order Reference}}, {{DataPrompt|Order Notes}}, {{DataPrompt|Add to Basket}} and {{DataPrompt|Paypal Payment}}: see [[How do I control account security on my ecommerce website?]]
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* {{DataValue|Web Trade Customer 1}} (~WP): Higher level of trade customer which (with default settings) can change their account details and delivery address, etc.
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* {{DataPrompt|Stock Availability}}: see [[How do I configure stock availability on my ecommerce website?]]
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* {{DataValue|Web Trade Customer 2}} (~WT): Lower level of trade customer which (with default settings) can place orders but not change their account details.
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* {{DataPrompt|Default Order Notes}}: when a customer places an order, the {{DataPrompt|Order Notes}} box will initially be filled with what you enter here. For manager and administrator account levels you can add the name of the manager placing the order by entering ''<nowiki>{managerName}</nowiki>''.
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* {{DataValue|Web Exclusion}} (~WX): Tag this to exclude this customer from the website.
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Click {{Button|Save}} once you have completed any required changes, or {{Button|Back}} to exit without saving your changes.
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* Retail Customer (no tag): Retail customer which (with default settings) can place orders but must pay via PayPal at time of order.
 
  
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{{Note|text=[[Downloading a Platinum Update|Update your Platinum system]] if you do not have the customer attributes mentioned above.}}
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== See also ==
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* [[How do I control account security on my ecommerce website?]]
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* [[How do I configure stock availability on my ecommerce website?]]
  
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{{KB_Tags|Trade, Admin, Administrator, Manager, Trade Manager}}{{KB_POnline}}
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{{KB_Tags|trade, admin, administrator, manager, trade manager}}
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{{How}}{{KB_PlatinumO}}{{KB_SL}}{{KB_ST}}

Latest revision as of 05:35, 19 June 2019

Summary

Your on-line customer accounts can be grouped into several user levels which can then be given different account settings on the website. This is done using Customer Attributes. This article explains how to set up extra account levels for you to use.

This article is only applicable to users who have a Catalyst Platinum O+ ecommerce store. 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

To add a new account level you must create a new " Customer Attribute", tag it to the relevant customer or customers, upload your changes to the website and then use Platinum Online to set up the security and other settings for the new account level.

What Account Levels are Available?

By default, you will have 6 base account levels, which are:

  • 'Web Administrator' (~WA): Higher level of manager account which can log in to the website and place orders for trade customers.
  • 'Web Account Manager' (~WM): Lower level of manager account which can log in to the website and place orders for trade customers.
  • 'Web Trade Customer 1' (~WP): Trade customer which (with default settings) can change their account details and delivery address, etc.
  • 'Web Trade Customer 2' (~WT): Trade customer which (with default settings) can place orders but not change their account details.
  • 'Web Exclusion' (~WX): Tag this to exclude this customer from the website.
  • Retail Customer (no tag): Retail customer which (with default settings) can place orders but must pay via PayPal at time of order.
Update your Platinum system if you do not have the customer attributes mentioned above.

Creating an Account Level Attribute

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Sales Ledger Customer Attributes".

  • Enter a 3 digit reference code into "Customer attribute" and press <Enter>.
  • Give the account level a description in the "Description" field and press <Enter>.
  • On the next tab, enter 'WEB' as the "Category", so it is given the 'Platinum O' category.
  • Click 'Done' when complete.

Assigning an Account Level to a Customer

Go to " Sales Ledger Customer File Maintenance Add or Edit Customers".

  • Find the customer accounts you want to set up.
  • Click [Edit] then go to the " Attributes" tab.
  • Under "Category" select 'Platinum O'.
  • Tag the account with an attribute from the list.
  • Click [Done] when complete.

Uploading your Changes

When you have set up your manager and trade accounts:

Go to " Reports & Settings Maintenance Options Platinum O and Catalyst FindIt".

  • Click " Upload Database and Images".
If your upload doesn't appear to perform " Gathering/Uploading customer details" then Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page to have your Platinum O account set up.

Changing Account Level Settings

Once your account levels have been created you can control various security and other settings for each level:

This will take you to Platinum Online.

  • Click the menu icon in the top-left corner of the page to open the menu, or swipe from left to right if you are using a mobile device or tablet, and go to " Administration eCommerce Manage Account Levels".

Select the level of account you want to view or amend from the list and then you have access to the following settings:

  • "Account Type": select what type of account this level is. Manager and Admin account level types can place orders for Trade accounts.
  • "Account Details", "Delivery Address", "Order Reference", "Order Notes", "Add to Basket" and "Paypal Payment": see How do I control account security on my ecommerce website?
  • "Stock Availability": see How do I configure stock availability on my ecommerce website?
  • "Default Order Notes": when a customer places an order, the "Order Notes" box will initially be filled with what you enter here. For manager and administrator account levels you can add the name of the manager placing the order by entering {managerName}.

Click [Save] once you have completed any required changes, or [Back] to exit without saving your changes.

See also


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Keywords AND Misspellings
trade, admin, administrator, manager, trade manager
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