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

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(→‎Editing Account Attributes)
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== Summary ==
 
== 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.
  
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=== Creating Account Levels ===
+
{{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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* To create a new attribute, you need to:
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== More Information ==
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** Go to {{Menu|Reports & Parameters|Maintenance Options|System Administration|Add or Edit Customer Attributes}}.
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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 the online control panel to set up the security and other settings for the new account level.
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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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=== What Account Levels are Available? ===
 +
By default, you will have 6 base account levels, which are:
  
−
=== Assigning an Account Level ===
+
* {{DataValue|Web Administrator}} (~WA): Higher level of manager account which can log in to the website and place orders for trade customers.
−
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.
+
* {{DataValue|Web Account Manager}} (~WM): Lower level of manager account which can log in to the website and place orders for trade customers.
 +
* {{DataValue|Web Trade Customer 1}} (~WP): Trade customer which (with default settings) can change their account details and delivery address, etc.
 +
* {{DataValue|Web Trade Customer 2}} (~WT): Trade customer which (with default settings) can place orders but not change their account details.
 +
* {{DataValue|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.
  
 +
{{Note|text=[[Downloading a Platinum Update|Update your Platinum system]] if you do not have the customer attributes mentioned above.}}
 +
 +
=== Creating an Account Level Attribute ===
 +
* Go to {{Menu|Reports & Parameters|Maintenance Options|System Administrator|Add or Edit Customer Attributes}}.
 +
* Enter a 3 digit reference code into {{DataPrompt|Customer attribute}} and press {{KeyPress|RET}}.
 +
* Give the account level a description in the {{DataPrompt|Description}} field and press {{KeyPress|RET}}.
 +
* On the next tab, enter {{DataValue|WEB}} as the {{DataPrompt|Category}}, so it is given the {{DataValue|Platinum O}} category.
 +
* Click {{DataValue|Done}} when complete.
 +
 +
=== Assigning an Account Level to a Customer ===
 
* Go to {{Menu|Sales Ledger|Customer File Maintenance|Add or Edit Customers}}.
 
* Go to {{Menu|Sales Ledger|Customer File Maintenance|Add or Edit Customers}}.
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* Find the accounts you want to set up.
+
* 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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* Click {{Button|Done}} when complete.
 
* Click {{Button|Done}} when complete.
  
 +
=== Uploading your Changes ===
 
When you have set up your manager and trade accounts:
 
When you have set up your manager and trade accounts:
 
* Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}.
 
* Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}.
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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.}}
 
{{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 ===
+
=== Changing Account Level Settings ===
−
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:
  
−
* {{DataValue|Web Administrator}} (~WA): Higher level of manager account which can log in to the website and place orders for trade customers.
+
* Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}.
−
* {{DataValue|Web Account Manager}} (~WM): Lower level of manager account which can log in to the website and place orders for trade customers.
+
* Click {{Menu|Online Control Panel}}.
−
* {{DataValue|Web Trade Customer 1}} (~WP): Higher level of trade customer which (with default settings) can change their account details and delivery address, etc.
+
* Click Manage {{Menu|Store}}.
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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.
+
* Find the {{Menu|Manage Account Levels}} section.
−
* {{DataValue|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.
 
  
−
{{Note|text=[[Downloading a Platinum Update|Update your Platinum system]] if you do not have the customer attributes mentioned above.}}
+
Use the {{DataPrompt|Account Level}} drop-down box to select the level of account you want to view or amend and then you have access to the following settings:
  
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=== Editing Account Attributes ===
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* {{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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{{Note|text=See [http://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Control_Account_Security_on_my_Website%3F#Account_Security How do I control Account Security on my Website] for managing the security settings of each account.}}
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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 Website?]]
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* As well as the security settings from the link above, you can also change the following settings:
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* {{DataPrompt|Stock Availability}}: see [[How do I Configure Stock Availability on my Website?]]
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** {{DataPrompt|Stock Availability}}: select the stock levels you would like them to see
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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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** {{DataPrompt|Order Notes}}: add custom order notes to account level. ''<nowiki>{{manager}}</nowiki>'' is replaced by the managers name.
 
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** {{DataPrompt|Account Level}}: select what level of account to set the user level. (''custom accounts require you to change this manually'')
 
  
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{{Note|text=To configure stock availability, view this article: [http://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Configure_Stock_Availability_on_my_Website%3F How do I configure Stock Availability on my Website]}}
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== See also ==
 +
* [[How do I Control Account Security on my Website?]]
 +
* [[How do I Configure Stock Availability on my Website?]]
  
 
{{KB_Tags|Trade, Admin, Administrator, Manager, Trade Manager}}{{KB_POnline}}
 
{{KB_Tags|Trade, Admin, Administrator, Manager, Trade Manager}}{{KB_POnline}}

Revision as of 13:46, 19 September 2012

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+ 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

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 the online control panel 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 & Parameters Maintenance Options System Administrator Add or Edit 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 & Parameters 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:

  • 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 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 Website?
  • "Stock Availability": see How do I Configure Stock Availability on my 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}.

See also


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Keywords AND Misspellings
Trade, Admin, Administrator, Manager, Trade Manager

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