Difference between revisions of "How do I set up account levels on my ecommerce website?"
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| − | + | === Creating Account Levels === | |
| + | |||
| + | * To create a new attribute, you need to: | ||
| + | ** Go to {{Menu|Reports & Parameters|Maintenance Options|System Administration|Add or Edit Customer Attributes}}. | ||
| + | ** Enter a 3 digit reference code into {{DataValue|Customer attribute}} and press enter | ||
| + | ** Give the account level a description in the {{DataValue|Description}} field and press enter. | ||
| + | ** On the next tab, enter ''WEB'' as the {{DataValue|Category}}, so it is given the "Platinum O" category. | ||
| + | ** Click {{DataValue|Done}} when complete. | ||
| + | |||
| + | To assign an attribute to a customer, read below. | ||
| + | |||
| + | === Assigning an Account Level === | ||
| + | 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. | ||
| + | |||
| + | * Go to {{Menu|Sales Ledger|Customer File Maintenance|Add or Edit Customers}}. | ||
| + | * Find the accounts you want to set up. | ||
| + | * Click {{Button|Edit}} then go to the {{Menu|Attributes}} tab. | ||
| + | * Under {{DataPrompt|Category}} select {{DataValue|Platinum O}}. | ||
| + | * Tag the account with an attribute from the list. | ||
| + | * Click {{Button|Done}} when complete. | ||
| + | |||
| + | When you have set up your manager and trade accounts: | ||
| + | * Go to {{Menu|Reports & Parameters|Maintenance Options|Platinum O and Catalyst FindIt}}. | ||
| + | * 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.}} | ||
| + | |||
| + | === What account levels are available === | ||
| + | By default, you have will have 6 base account levels, which are: | ||
| + | |||
| + | * {{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 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}} (~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. | ||
| + | * 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.}} | ||
Revision as of 13:40, 10 August 2012
Creating Account Levels
- To create a new attribute, you need to:
- Go to " Reports & Parameters Maintenance Options System Administration 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.
To assign an attribute to a customer, read below.
Assigning an Account Level
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.
- 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 from the list.
- Click [Done] when complete.
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. |
What account levels are available
By default, you have 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): 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.
| Update your Platinum system if you do not have the customer attributes mentioned above. |
