Difference between revisions of "How do I control account security on my ecommerce website?"
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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. | ** {{DataValue|Web Administrator}} (~WA): Higher level of manager account which can log in to the website and place orders for trade customers. | ||
** {{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 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}} (~ | + | ** {{DataValue|Web Trade Customer 1}} (~WP): Higher level of trade customer which (with default settings) can change their account details and delivery address, etc. |
| − | ** {{DataValue|Web Trade Customer 2}} (~ | + | ** {{DataValue|Web Trade Customer 2}} (~WT): Lower level of 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. | ** {{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. | ** Retail Customer (no tag): Retail customer which (with default settings) can place orders but must pay via PayPal at time of order. | ||
Revision as of 13:05, 26 June 2012
Contents
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 Levels
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.
- Go to " Sales Ledger Customer File Maintenance Add or Edit Customers".
- Find the 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 as follows:
- '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): Higher level of trade customer which (with default settings) can change their account details and delivery address, etc.
- 'Web Trade Customer 2' (~WT): Lower level of 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.
- Click [Done] when happy.
| Update your Platinum system if you do not have the customer attributes mentioned above. |
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. |
Account Security
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 " Reports & Parameters Maintenance Options Platinum O and Catalyst FindIt".
- Click " Online Control Panel".
- Click Manage " Store".
- Find the " Account Security" section.
- Use the "Account Level" drop-down box to select the level of account you want to view or amend.
- 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].
- Enter a message to show when a non-registered customer views your website, such as
- To allow non-registered customers to browse your website and allow them to register their own accounts:
- Click [Default] then [Update].
See also
- How do I Configure Stock Availability on my Website?
- How do I Setup my Carriage Charges?
- How do I Edit the Terms on my Website?
- How do I Configure Emails from my Website?
- How do I Add Items to my Website?
- How do I Set the Price Code to be used on my Website?
