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

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This article explains how security on your website can be controlled.
 
This article explains how security on your website can be controlled.
  
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{{Note|text=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 {{SalesContact}} for more information.}}
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{{Ecommerce}}
  
 
== More Information ==
 
== More Information ==
  
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=== Account Levels ===
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=== Account Security ===
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Your online customer accounts can be grouped into several security levels which can then be given different security settings on the website. This is done using Customer Attributes.
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* To control account security on your website 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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* Go to {{Menu|Sales Ledger|Customer File Maintenance|Add or Edit Customers}}.
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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}}.
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* Find the accounts you want to set up.
 
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* Click {{Button|Edit}} then go to the {{Menu|Attributes}} tab.
 
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* Under {{DataPrompt|Category}} select {{DataValue|Platinum O}}.
 
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* Tag the account with an attribute as follows:
 
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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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** {{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): Higher level of 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): Lower level of 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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* Click {{Button|Done}} when happy.
 
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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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When you have set up your manager and trade accounts:
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Select the level of account you want to view or amend from the list (see [[How do I set up account levels on my ecommerce website?]]) and then for each of the following settings, choose whether this level of account...:
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* Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}.
 
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* Click {{Menu|Upload Database and Images}}.
 
  
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{{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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* {{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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=== Account Security ===
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* {{DataPrompt|Order Reference}}: can specify an order reference/"your ref" when placing an order.
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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.
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* {{DataPrompt|Order Notes}}: can specify order notes/special instructions 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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* Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}.
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* {{DataPrompt|PayPal Payment}}: must pay when placing an order.
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* Click {{Menu|Online Control Panel}}.
 
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* Click Manage {{Menu|Store}}.
 
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* Find the {{Menu|Account Security}} 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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** {{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|Order Reference}}: can specify an order reference/"your ref" 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|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 ===
 
You can choose whether new customers can register an account on your website or that they should be blocked.
 
You can choose whether new customers can register an account on your website or that they should be blocked.
  
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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|Online Control Panel}}.
 
* Click {{Menu|Online Control Panel}}.
 
* Click Manage {{Menu|Content}}.
 
* Click Manage {{Menu|Content}}.
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== See also ==
 
== See also ==
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*[[How do I Configure Stock Availability on my Website?]]
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* [[How do I set up account levels on my ecommerce website?]]
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*[[How do I Setup my Carriage Charges?]]
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* [[How do I edit the terms on my ecommerce website?]]
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*[[How do I Edit the Terms on my Website?]]
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* [[How do I set the prices to be used on my ecommerce website?]]
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*[[How do I Configure Emails from my Website?]]
 
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*[[How do I Add Items to my Website?]]
 
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*[[How do I Set the Price Code to be used on my Website?]]
 
  
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{{KB_Tags|Platinum Online, Platinum O+, Website, e-commerce, ecommerce, trade, shop, tradeshop}}{{KB_POnline}}
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{{KB_Tags|platinum online, platinum o+, website, e-commerce, ecommerce, trade, shop, tradeshop}}
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{{How}}{{KB_PlatinumO}}

Latest revision as of 05:33, 19 June 2019

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+ 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

Account Security

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 (see How do I set up account levels on my ecommerce 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 & Settings 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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