Activities
Permissions determine which activities and functionality the user can access. The following sections discuss each activity, which permissions are required to access it, and what users are able to see and do based on the catalogs, stores, and warehouses that are assigned to them.
Note: If a user does not have any permissions within an activity, the user will not be able to access that activity in the Commerce Manager and the corresponding Activity menu item will be disabled.
Customer Service
This activity is accessed if the user has a User Role with at least one Customer Service permission.
Customer Service permissions determine which of the following content appear.
Order Search tab
The search results in the Order Search tab include orders in stores that are assigned to the user.
Customer Search tab
The search results in the Customer Search tab include customers in stores that are assigned to the user.
Customer Import Jobs
The Customer Import Jobs list contains import jobs for the stores that are assigned to the user. The store list in the Create Import Job wizard contains stores that are assigned to the user.
Create Order
When the user creates an order from the Commerce Manager, a list appears, containing stores that are assigned to the user.
Orders in the Customer Profile
The Orders area in the customer profile contains orders in stores that are assigned to the user. The list of stores next to the Create Order button contains stores that are assigned to the user.
Assign Customer Segments
The Add Segment and Remove Segment buttons are enabled on the Customer Segments tab in the
Customer account for customers in stores assigned to the user.
Catalog Management
This activity is accessed if the user has a User Role with at least one Catalog Management permission.
Catalog Management permissions determine which of the following content appear.
Master Catalogs and Virtual Catalogs
If a user has permissions on a virtual catalog but not the corresponding master catalog, the user can only make the following product changes:
Prices
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Product associations (including up-sells and cross-sells)
Category assignments.
Important: If you assign a master catalog to a user, that user can make changes that could affect virtual catalogs based on that master.
Catalog Browse tab
The catalog list in the Catalog Browse tab contains catalogs that are assigned to the user.
Catalog Search tab
The search results in the Catalog Search tab include products in catalogs that are assigned to the user.
Note: The brand filter in the Catalog Search tab contains brand names from all catalogs, including those not assigned to the user. If the user searches for a brand name that is not in an assigned catalog, no matches will be found.
Advanced Search tab
The Advanced Search tab is only displayed if the user has a User Role with at least one Query
Management permission.
Catalog Import Jobs
The Catalog Import Jobs list contains import jobs for the catalogs that are assigned to the user. The catalog list in the Create Import Job wizard contains catalogs that are assigned to the user.
Configuration
This activity is accessed if the user has a User Role with at least one Configuration permission.
Important: Users with access to the Configuration activity can perform actions that affect multiple stores, catalogs, and warehouses, even if they are only assigned to a subset of those objects.
Reporting
This activity is accessed if the user has a User Role with at least one Reporting permission. Users can run reports on the stores and warehouses that are assigned to them.
Shipping/Receiving
This activity is accessed if the user has a User Role with at least one Shipping/Receiving permission.
Shipping/Receiving permissions determine which of the following content appear.
Receive Inventory
Users can only perform operations on the currently selected warehouse (under Shipping/Receiving >
Switch Warehouse). Users can receive inventory for warehouses that are assigned to them.
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Complete Shipment
Users can only perform operations on the currently selected warehouse (under Shipping/Receiving >
Switch Warehouse). Users can complete shipments if the inventory is located in a warehouse assigned to them.
Warehouse Import Jobs
The Warehouse Import Jobs list contains import jobs for the warehouses that are assigned to the user. The warehouse list in the Create Import Job wizard contains warehouses that are assigned to the user.
Switch Warehouse
The list of available warehouses in the Shipping/Receiving > Switch Warehouse menu contains warehouses that are assigned to the user.
Inventory tab
Users can only perform operations on the currently selected warehouse (under Shipping/Receiving >
Switch Warehouse). Users can access inventory in warehouses that are assigned to them.
Returns and Exchanges tab
Users can only perform operations on the currently selected warehouse (under Shipping/Receiving >
Switch Warehouse). Users can access returns and exchanges for inventory in warehouses that are assigned to them.
Store Marketing
This activity is accessed if the user has a User Role with at least one Store Marketing permission. Store
Marketing permissions determine which of the following content appears.
Promotions tab
Users can only search for catalog promotions created in catalogs assigned to them. Users can only search for cart promotions in stores assigned to them.
Shipping Service Levels tab
Users can only search for shipping service levels in stores assigned to them.
Settings tab
Users can only view settings in stores assigned to them.
Dynamic Content Delivery tab
Users can search for and access all Dynamic Content Delivery regardless of which stores are assigned to them.
Create, Edit and Delete Dynamic Content
Users can view and modify all Dynamic Content Delivery, regardless of which stores are assigned to them. When creating Dynamic Content Delivery, they can select any active stores in the system.
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