This is Part 2 of the Initial Setup Guide:
- Part 0: Introduction
- Part 1: Setting Up Your Company Domain, Webalias and Details
- Part 2: Setting Up Users and Roles
- Part 3: Adding Branding
- Part 4: Adding Inventory Items and Pricing
- Part 5: Adding Warehouses and Shipping Methods
- Part 6: Using the Test Merchant
- Part 7: Placing Orders
- Part 8: Using the Offline Payment Method
- Part 9: Adding Integrations
- Part 10: Managing Orders
- Part 11: Editing and Testing Order Confirmation Email Templates
- Part 12: Managing Associates
Under Check Your Progress for each section, you check each box next to the task in order to keep track of your progress. If you would like to download the full checklist, click the Download Attachment link above.
Important: If you have any questions or need assistance with any of the steps, contact Customer Care.
Permissions are managed by adding users and assigning specific roles. You accomplish this in both the Corporate Office and Web Office Admin.
What We’ll Cover
- Creating Roles and Employees in Corporate Office
- Creating Users and Roles in Web Office Admin
- Check Your Progress
Creating Roles and Employees in Corporate Office
Click the Roles tab.
Read more: 5.2. Assigning Employee Permission Roles
Step-by-step guide: How to Add a New Role in Corporate Office
Your new role will appear in the Roles table.
Step-by-step guide: How to Edit an Existing Role in Corporate Office
Now that you have your roles in order, you can add your employees.
Read more: 5.1. Managing Corporate Employees
Step-by-step guide: How to Add a New Employee in Corporate Office
Creating Users and Roles in Web Office Admin
To add the user to the Web Office Admin, the added employee simply needs to log in with the credentials you just created. This employee will be automatically added to the Users and Role page in the Administration section of the Web Office Admin where they will automatically be assigned to the Standard User role. By default this role doesn’t have any permissions enabled. Administrators can manage these permissions and move users to different roles.
Unlike the Corporate Office, the only roles predetermined are Administrator and Standard User.
Read more: 7.1. Managing Web Office Users and Roles
Step-by-step guide: How to Create a New Role in the Web Office Admin
To assign roles to employees:
1. Click the USERS tab.
2. Find the user/employee in the list and click the Edit icon.
3. In the pop-up, assign a role.
4. Click SAVE.
Check Your Progress
Added or edited Roles in Corporate Office.
Added or edited Employees in Corporate Office.
Added or edited Roles in Web Office Admin.
Nice work! You’re all set with adding your employees and roles. The eCommerce Admin will inherit the configurations from Web Office Admin.
The next thing we’re going to cover is adding your company branding colors and logos with the Web Office Admin and eCommerce Admin.