Customer Roles

Customer Roles can be assigned to customers which allow for controlled access to categories, reporting and other sections of a store.

Add Role

1. Navigate to the store builder then Customer Roles.

2. Select Add Role.

3. Enter

   1. Name - Name of the role

   2. Description - Description of the role.

   3. Categories - Select categories that this user can access. If a category is assigned to a role all customers without this role or a role that can access the category will be shown a 403 Forbidden message when trying to view the category.

   4. Managed Roles - Select roles that this role will be able to manage. Managers will be able to see reports for roles they manage as well as approve orders or receive confirmations of orders customers they manage place.

   5. Is Admin - If checked, customer will have access to admin sections when they log into their my account.

   6. Edit store shipping addresses - If checked, this roles is able to managed saved addresses associated with the store in their My Account

   7. Send approval email when managed user role places an order - If checked, this role will receive approval emails when orders are placed by the roles they manage.

   8. Send confirmation email when managed user role places an order - If checked, this role will receive confirmation emails when orders are placed for by roles they manage.

   9. Select Save.

Admin Role

If if a role with admin privileges is assigned to a customer they will have access to additional features in the My Account section of a store such as reporting and customer management including the ability to assign allowances and credits to customers.