Storefront - Role & Permission Management
Role & Permission Screen
Screen User Permission will be displayed as a menu item in the account dashboard's side menu for the B2B Buyer.
Action
B2B Buyers can edit their employee's roles and create order limits here.
When clicking on User Permission, the screen displays:
Screen title: “User Permissions”
Roles: Display all available roles that B2B Buyers can change the permission
Action: B2B Buyer can edit Role and Order limit for the corresponding roles.
How: Login as a B2B buyer, Navigate Account > User permissions.
Edit Role’s Permission
B2B buyers can edit the permission to access features for roles.
The components of the Edit role area include:
Senior
Junior
Default permissions that Admin can set up for each level include:
Cart Management
Place Order
Order Management
View Order Detail
Export Order
View Order History
B2B Buyers can select one level for each role.
How: Login as a B2B buyer, Navigate Account > User permissions. Click Edit in the Action column. B2B buyers can select or unselect permissions to the role and then click Update to save changes.
Create Order Limit
Order limit toggle on/ off:
If B2B Buyer enables this button, all limits created on this screen will be enabled. If no limit is created, this button cannot be enabled.
If B2B Buyer disables this button, all limits created on this screen will be disabled but still be visible.
Add new limit
Box title: “Add Limit”
Allow B2B buyers to set a total order limit by store's default currency per month/ date during a selected period for the role.
Allow Limit will be displayed with the currently selected currency.
If the period has been set up per day (Allow Limit Period = Day), start date fields display a date.
If the period has been set up per month (Allow Limit Period = Month, start date fields display a month of the year.
Users can apply a new limit or cancel the limit.
Permissions List
The permission List area displays the permission that is currently configured to the role and can be changed by B2B Buyer (Owner)
B2B Buyer can select or deselect permissions for each role and role's level.
When permission is not selected, the users who have the corresponding role won’t be able to act.
How: Login as a B2B buyer, Navigate Account > User permissions. Click Edit in the Action column. B2B buyers can tick or untick checkboxes in the Permission List area and then click Update to save changes.
After updating Role & Permission, a success message will be displayed “Permissions user have been updated successfully.”
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