Assign Web Admin Credentials To User Accounts

User accounts created in Connected Business needs to be assigned web administration credentials in order to perform specific tasks for the web store. This document demonstrates how to set up permissions, including access to the eCommerce module in Connected Business and the Web Admin Panel in CBE.

 

Set Up User Roles and User Accounts for eCommerce

  1. Before you can assign web admin credentials, you first need to setup the User Roles that specifically pertain to web administration. The actions presented here are explained in more general terms in our documentation for Maintaining User Roles.

    Go to System Manager > Customize > Role to display the list of active roles. Double click on the user role that you wish to assign eCommerce access. For this example, a user role labeled WebAdmin has been created.

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    Double-click the line item to load the User Role form. If access to the eCommerce module has not been granted yet, highlight eCommerce from the Existing Module field. Click on the button pointing to the right to transfer eCommerce to the Selected Module window.

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    Click Save and Close.

If a relevant user role is not listed, you can also create one by click in the New User Role button. To learn more about this procedure, consult our documentation:Maintain User Roles.

 

  1. Once User Roles have been set up for eCommerce access, go to System > All Accounts and double click on a selected account to display the User Account form.

    In the General tab of the User Account form, look for the Role Code field and select the previously set up user role with eCommerce access.

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    Click Save and Close.

These steps are discussed with further details in our documentation: Maintain All Accounts. It also explains the steps for creating new user accounts instead of modifying existing ones.

 

Enable Web Admin Panel Access for User Accounts

User accounts can be assigned web access permissions, which they can use to log into your web store's Web Admin Panel through a browser and perform site administration tasks remotely.

  1. In Connected Business, go to the eCommerce module and click on the Web Store button to launch the Web Store form.

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  2. On the Web Store form, click on the User Accounts tab to display the list of existing user codes.

    Enable web admin panel access by selecting a user account and clicking on the tick box under the column Web Access.

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    Click Save and Close.

  3. You can now access the Admin Site by entering a new user account.

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  • Friday, 22 May 2015