User Permissions Login

Contents

  1. Prerequisites
  2. Overview
  3. Admin Permission Role
  4. Website Permission Role
  5. Facility Permission Role
  6. Inventory Permission Role

This document describes the different types of permissions that are applied to users within a project deployed on the TOTECS platform. Through the use of these permissions it dictates the functionality and product data that is available to each user within the project.

Prerequisites

Please ensure that you have read and understand the following topic links before reading on.

Overview

For each project deployed on the TOTECS platform there are 4 different types of permission roles that can be created. Each permission role contains a number of permissions that decide if a user can access a certain piece of functionality, or data within a TOTECS project. Multiple users can be assigned to a single permission role, which allows the same permissions to be applied to many users. Having a role apply to many users can reduce the amount of time required to set up the user permissions.

The user permissons and roles are managed from within the User Permissions interface, located under the Users menu within the Administration Centre. When navigating to the interface administrator users are presented with 2 options, either Assign Users to Roles, or Modify Roles. If the first option is chosen then the administrator can enter a user's login ID, then assign the available roles a the user. If the second option is chosen then the administrator can view all the roles within the project, and create, modify, or delete the roles.

The permissions are broken down into 4 different role types, these are listed in the sections below.

Default Permission Roles

Within the Administration Centre's User Permissions interface, there is the ability to set one role for each different role type that is the default. Being a default role means that when a new user is created in the project via the Create New User administration interface, or through the Customer Accounts data import, the permission roles marked as default will be assigned to the user. For users that are created through the User Registration areas on a content managed web page, the default roles that they are assigned is dictated by the roles assigned to the Registration Profile that is being used for the area.

Admin Permission Role

Within the TOTECS project the Admin Permission Role sets the permissions that administrator users have for accessing interfaces, and data that they can modify for the project. Only users who have their "User Type" set to "Admin" can be assigned to an admin role. When the administrator user logs into the Administration Centre of a project, the permissions are applied to their session based on the admin role assigned to the user.

Permission Description
Inventory Controls if the administrator user can access the Inventory menu, and all of the interfaces underneath the Inventory menu within the Administration Centre.
Users Controls if the administrator user can access the Users menu, and all of the interfaces underneath the Users menu within the Administration Centre.
Online Store Controls if the administrator user can access the Stores menu, and all of the interfaces underneath the Stores menu within the Administration Centre.
Websites Controls if the administrator user can access the Websites menu, and the Website interface within the Administration Centre.
Marketing Controls if the administrator user can access the Marketing menu, and all of the interfaces underneath the Marketing menu within the Administration Centre.
Statistics Controls if the administrator user can access the Statistics menu, and all of the interfaces underneath the Statistics menu within the Administration Centre.
Edition Controls if the administrator user can access the Edition interface, as well as change the project's edition. Additionally it controls if the user can activate and de-activate features within the TOTECS project.
Inventory Permissions
Inventory Modify Controls if the administrator user can create, modify and delete products within the project, specifically within the Product Editor administration centre interface.
Inventory Managed Modify Controls if the administrator user can modify products within the project that have been imported from an external business system. Within the Product Editor administration centre interface this permission allows the user to update the details of a product with the type set to "Accounting".
Category Update Deprecated: Controls if the administrator user can run the Categories data import to import category data into the project from an external data source. This permission is deprecated with the development of the Connector data imports and API.
Inventory Update Deprecated: Controls if the administrator user can run the Inventory data import to import product data into the project from an external data source. This permission is deprecated with the development of the Connector data imports and API.
Inventory Image Update Deprecated: Controls if the administrator user can run the Inventory Image data import to import product image data into the project from an external data source. This permission is deprecated with the development of the Connector data imports and API.
Category Image Update Deprecated: Controls if the administrator user can run the Category Image data import to import category image data into the project from an external data source. This permission is deprecated with the development of the Connector data imports and API.
Contract Export Controls if the administrator user can export contract data from the Customer Account Contracts administration interface located under the Users menu.
Advanced Search for Products Controls if the administrator user can use the Advanced Search form within the Product Search interface under the Inventory menu.
Export Product Controls if the administrator user can export product data that was displayed within the Product Search interface under the Inventory menu.
View & Modify Category Controls if the administrator user can view category data within the Category Trees interface located under the Inventory menu. Additionally controls if the user can create, modify, delete categories, as well as category trees within the interface.
View & Modify Attribute Controls if the administrator user can view product attributes, and profile data within the Product Attributes interface located under the Inventory menu. Additionally controls if the user can create, modify, delete attribute profiles, as well as assign products to attributes within the interface.
View & Modify Combination Controls if the administrator user can view product combinations, and profile data within the Product Combinations interface located under the Inventory menu. Additionally controls if the user can create, modify, and delete product combination profiles within the interface.
View & Modify Group Controls if the administrator user can view product group data within the Product Combinations interface located under the Inventory menu. Additionally controls if the user can create, modify, and delete product groups, as well as assign products to groups within the interface.
Add & Modify Inventory Image Controls if the administrator user can upload image files against a product, and modify the data associated with a product image. The permissions apply to seeing the image upload form within the Images tab, on the Product Editor interface, under the Inventory menu. Additionally the permission applies to the admin user seeing the Product Images Import interface, accessible from the Data menu within the Adminstration interface.
Add & Modify Inventory Attachment Controls if the administrator user can upload attachment files against a product, and modify the data associated with a product attachment. The permissions apply to seeing the file attachment upload form within the Attachments tab, on the Product Editor interface, under the Inventory menu.
View Missing Images & Descriptions Controls if the administrator user can access the Missing Images and Description interface from under the Inventory menu. Additionally the permission applies as to whether the user can generate a report of the products missing images, and descriptions.
View Related Items Report Controls if the administrator user can access the Related Products interface from under the Inventory menu. Additionally the permission applies as to whether the user can generate a report of the products that are related to other products.
View Product Image Report Controls if the administrator user can access the Product Image Report interface from under the Inventory menu. Additionally the permission applies as to whether the user can generate a report of the products that contain images.
View Product Reviews Controls if the administrator user can access the Product Reviews interface from under the Inventory menu. Additionally the permission controls if the administrator user can create product review profiles, and assign products to the profiles.
Copy Product Controls if the administrator user can use the copy function within the Product Editor administration centre interface to copy the data of one product to another product.
Modify Data with Data Import and API Controls if the administrator user can use the Data Imports interface under the Data menu to import data from external systems. Additionally the permission sets if the Data API can be used to import and modify different kinds of data using the API.
View Data Imports Controls if the administrator user can view the Data Imports interface located under the Data menu.
Inventory Settings Controls if the administrator user can view and modify the settings within any of the Settings interfaces under the Inventory menu.
Users Permissions
Modify Users Controls if the administrator user can create new users within the Create New User interface under the Users menu. Additionally controls if a user's details can be modified from within the User Details interface, accessible from the Search Users interface under the Users menu.
Export User Data Controls if the administrator user can export user data found from within the Search Users interface under the Users menu.
User Reports Controls if the administrator user can generate either the All Users, Registered Users, or Orphaned Users reports from under the Users menu.
Register Accounts Controls if the administrator user can create, modify, or delete User Registration Profiles from within the User Registration Profiles interface, accessible from the Users menu.
User Permissions Controls if the administrator user can create, modify, or delete user permissions roles from within the User Permissions interface, accessible from the Users menu.
Related User Modify Controls if the administrator user can view, assign, or un-assign users being related to other users from within the Related Users interface, accessible form the Users menu.
Reset Expired Passwords Controls if the administrator user can set a new password for another user from the Search Users interface, from under the Users menu.
Purchaser Manager Controls if the administrator user can view the Purchase Manager Approvals interface from under the Users menu. Additionally allows the user to assign, as well as unassign users to other manager users within the interface.
User Settings Controls if the administrator user can view and modify the settings within any of the Settings interfaces under the Users menu.
Online Store Permissions
View Orders Controls if the administrator user can view the Orders interface, accessible from the Stores menu.
Resubmit Orders Controls if the administrator user can resubmit an order to a business system via the Connector software from within the Orders interface, accessible from the Stores menu.
Countries and Currency Controls if the administrator user can view, activated, deactivate countries and currencies from within the Countries and Currency interface, accessible under the Stores menu.
Order Options Controls if the administrator user can view, and modify the carrier options from within the Order Options interface, accessible under the Stores menu.
Minimum Order Controls if the administrator user can view, and modify the minimum order notifications from within the Minimum Order interface, accessible under the Stores menu.
Order Surcharges Controls if the administrator user can view, create, modify, and delete order surcharge rules from within the Order Surcharges interface, accessible under the Stores menu.
Search Profiles Controls if the administrator user can view, create, modify, and delete search profiles from within the Search Profiles interface, accessible under the Inventory menu.
Payment Manager Controls if the administrator user can view and create payments from within the Payments interface, accessible under the Stores menu.
Express Checkout Profile Modify Controls if the administrator user can view, create, modify, and delete Express Checkout Profiles from within the Express Checkout Profiles interface, accessible under the Stores menu.
Order Submission Profile Modify Controls if the administrator user can view, create, modify, and delete Order Submission Profiles from within the Order Submission Profiles interface, accessible under the Stores menu.
Basket Product Fields Controls if the administrator user can view, create, modify, and delete Basket Product Fields, as well as profiles from within the Basket Product Fields interface, accessible under the Stores menu.
Online Store Settings Controls if the administrator user can view and modify the settings within any of the Settings interfaces under the Stores menu.
Website Permissions
Websites Settings Controls if the administrator user can view and modify the settings within the Websites Settings interface under the Websites menu.
Marketing Permissions
Marketing Emedia, Categories, User Groups Controls if the administrator user can view, create, modify, and delete Emedia, User Subscription Categories, Marketing User Groups, all accessible from the Marketing menu.
Email Attachments Controls if the administrator user can add Email file attachments to Emedia Emails from within the Emedia Messaging interface, accessible under the Marketing menu.
RSS Feeds Controls if the administrator user can view, add, modify, and delete RSS Feeds from within the RSS Feeds interface, accessible under the Marketing menu.
News Controls if the administrator user can view, add, modify, and delete News/Blog Groups, News Group Categories, and News/Blog items from within the News/Blogs interface, accessible under the Marketing menu.
Contract Manager Controls if the administrator user can view, add, modify, and delete customer account contracts from within the Customer Account Contracts interface, accessible under the Users menu.
Deals and Vouchers View Controls if the administrator user can view Product Deals from within the Product Deals and Vouchers interface, accessible under the Marketing menu.
Deals and Vouchers Modify Controls if the administrator user can create, modify, and delete Product Deals from within the Product Deals and Vouchers interface, accessible under the Marketing menu.
Marketing Settings Controls if the administrator user can view and modify the settings within the Marketing Settings interface under the Marketing menu.
Statistic Permissions
Sales Statistics Controls if the administrator user can view the sales statistics data within the Sales Summary interface under the Statistics menu.
Inventory Statistics Controls if the administrator user can view the inventory, category, and product statistics data within the Inventory Summary, Category Performance, and Product Performance interfaces under the Statistics menu.
Users Statistics Controls if the administrator user can view the user, login, and basket statistics data within the User Performance, User Login Statistics, and Basket Statistics interfaces under the Statistics menu.
Other Statistics Controls if the administrator user can view the content managed website statistics accessible under the Statistics menu.
Statistics Settings Controls if the administrator user can view and modify the settings within the Statistics Settings interface under the Statistics menu.

 

Website Permission Role

Within the TOTECS project the Website Permission Role sets the permissions that administrator users have for accessing interfaces, and data that they can modify when managing content managed websites through the Administration Centre's Websites interface. This role is an extension of the Admin role to and contains permissions solely related to managing content managed websites.
Only users who have their "User Type" set to "Admin" can be assigned to a websites role. When the administrator user logs into the Administration Centre of the project, the permissions are applied to their session based on the website role assigned to the user.

Permission Description
Website Permissions
Modify Websites Controls if the administrator user can modify the settings of an existing content managed web site.
Create Websites Controls if the administrator user can create a new content managed website.
Delete Websites Controls if the administrator user can create a delete an existing content managed website.
Webpage Permissions
Modify Webpages Controls if the administrator user can modify the properties of an existing content managed web page.
Create Webpages Controls if the administrator user can create new content managed web pages for any content managed website.
Delete Webpages Controls if the administrator user can delete web pages within any content managed web site.
Modify Webpage Areas Controls if the administrator user can update the settings of any area that appears on a content managed web page.
Enquiry Permissions
View My Enquiries Controls if the administrator user can access the My Enquiries interface and view submitted enquiries for any content managed website.
Library Permissions
View Library Images Controls if the administrator user can view image files that display within any image library associated with a content managed website.
Modify Image Libraries Controls if the administrator user can modify existing image files that display within any image library associated with a content managed website.
Add Library Images Controls if the administrator user can add new image files to any image library associated with a content managed website.
Delete Library Images Controls if the administrator user can delete existing image files from any image library associated with a content managed website.
View Library Attachments Controls if the administrator user can view attachment files that display within any attachment library associated with a content managed website.
Modify Attachment Libraries Controls if the administrator user can modify existing attachment files that display within any attachment library associated with a content managed website.
Add Library Attachments Controls if the administrator user can add new attachment files to any attachment library associated with a content managed website.
Delete Library Attachments Controls if the administrator user can delete existing attachment files from any attachment library associated with a content managed website.
HTML Template Permissions
Modify HTML Templates Controls if the administrator user can modify any existing web page template, or Email web page template that is associated with any content managed web site.
Add HTML Templates Controls if the administrator user can add a new web page template to any content managed web site.
Delete HTML Templates Controls if the administrator user can delete any web page template assigned to any content managed web site.
Webpage Area Format Library Permissions
Modify Formats Controls if the administrator user can modify any existing local content managed web page area format created within a TOTECS project.
Create Formats Controls if the administrator user can create new local content managed web page area formats created within a TOTECS project.
Delete Formats Controls if the administrator user can delete local content managed web page area formats created within a TOTECS project.

 

Facility Permission Role

Within the TOTECS project the Facility Permission Role sets the permissions that users have for accessing pages, and data within either the Trade interface, or on a content managed web page. When a user logs into the Trade interface or on a content managed wesite for the project, the permissions are applied to their session based on the facility role assigned to the user.

Permission Description
Quick Add Controls a user in the Trade interface can see, and use product quick-add feature to add products to basket on the View Baskets page, and My Shopping List page. Also controls if users in a content managed web site can use a Product Quick Add area.
Quick Add Search Options Controls a user in the Trade interface can see, and choose the product field in the product quick-add feature to find products by on the View Baskets page, Pending Purchase Order page, and Shopping List page.
Search Controls if a user in the Trade interface can see the product search box on the left hand navigation bar, and the make/model search form.
View News Controls if a user in the Trade interface can see the news items panel on the Home page.
View Flagged Items Controls if a user in the Trade interface can see the product flags panel on the Home page.
View Related Items Controls if a user in the Trade interface can see the related products panel on the Product Details page.
View Product Images Deprecated. This permission no longer applies.
View Product Attachments Controls if a user in the Trade interface can see product attachment links on the Product Details page.
View Product Models Controls if a user in the Trade interface can see models associated with a product on the Product Details page.
View Basket Controls if a user in the Trade interface can see the View Basket button in the top menu bar, and see the View Basket page.
Submit Order Controls if a user in the Trade interface can submit an order. The permission also controls if a user can use a Guest Order Checkout/Submission area on a content managed web page to submit an order.
Briefcase Controls if a user in the Trade interface can see the Briefcase icon on the menu bar.
View Purchaser Manager Orders Controls if a user can be assigned to review pending orders. If the user is a allowed to view pending orders then within the Trade interface a panel will display notifying the user of pending orders awaiting their decision to approve and submit.
Modify Pending Orders Controls if a user in the Trade interface can modify the data for a pending order that they are assigned to within the Order Details page.
View and Submit Quoted Orders Controls if a user in the Trade interface can submit an order as a quote, and assign another user on the same customer account to approve or decline the order. If the permission is allowed then on the Order Details page a user will have the ability to set the order as a quote and assign another user to review the order.
Create Quoted Orders for User Review Controls if a user in the Trade interface can submit a pending order that has been assigned to them to review from another user.
Wholesale Help Controls if a user in the Trade interface can see the the Help button in the top menu bar.
Prefill Carrier field in Order Details Controls if a user in the Trade interface's Order Details page has the Carrier field automatically selected with the data based on their last submitted order. The permission also controls the carrier field on Order Checkout/Submission areas on a content managed web page.
Prefill P.O. Number field in Order Details Controls if a user in the Trade interface's Order Details page has the Purchase Order Number field automatically set with the data based on their last submitted order. The permission also controls the Purchase Order Number field on Order Checkout/Submission areas on a content managed web page.
Prefill Instructions field in Order Details Controls if a user in the Trade interface's Order Details page has the Instructions field automatically set with the data based on their last submitted order. The permission also controls the Instructions field on Order Checkout/Submission areas on a content managed web page.
Prefill Email field in Order Details Controls if a user in the Trade interface's Order Details page has the Email field automatically set with the data based on their last submitted order. The permission also controls the Email field on Order Checkout/Submission areas on a content managed web page.
User To Optionally Fill Email field in Order Details Controls if a user in the Trade interface's Order Details page can optionally enter data into the Email field. If the permission is set to Deny then the user enter data into the field. The permission also controls the Email field on Order Checkout/Submission areas on a content managed web page.
View Purchase Order Print Message Controls if a user in the Trade interface can see the Print button when view the details of a submitted order.
View Top Level Categories on Main Page Controls if a user in the Trade interface can see the top level categories listed on the left hand navigation bar.
View Search Form on Main Page Controls if a user in the Trade interface can see a Product Search Form listed on the left hand navigation bar.
View Shared Shopping Lists Controls if a user in the Trade interface can see shopping lists that have been shared with them by other users within the My Items page. Addtionally controls if users can see shared shopping lists in Shopping List areas on content managed web pages.
View Products in Shared Shopping List Email Controls if a user who has been notified of a shopping list being shared with them via an Email notification, can see the products assigned to the shopping list displayed in the Email.
View Shopping List Attachments Controls if a user in the Trade interface can see the list of file attachments associated with the a shopping list when viewing its detail from with the My Items page. Additionally controls if users can see a Shopping List Attachments area on a content managed web page.
Upload and Delete Shopping List Attachments Controls if a user in the Trade interface can see the upload form that allows them to upload file attachments associated with the a shopping list, when viewing a shopping list's detail from with the My Items page. Additionally controls if users can see a Shopping List Attachment Upload Form area on a content managed web page.
Upload and Delete Shared Shopping List Attachments Controls if a user in the Trade interface can see the upload form that allows them to upload file attachments associated with the a shopping list shared with them, when viewing a shopping list's detail from with the My Items page. Additionally controls if users can see a Shopping List Attachment Upload Form area on a content managed web page when the shopping list that the files are being uploaded to have been shared by another user.
Email Contracts Controls if a user in the Trade interface can email the details of a customer account control to another person from within the My Items page.
View Warehouse Product Stock Controls if a user in the Trade interface can view the product stock levels associated with warehouses from within the Product Information dialogs, and on the Product Search Results page.
View Deals Controls if a user in the Trade interface can view the product deals on the Product Search Results page, Product Details page, View Basket page. Additionally the permission decides of a user can redeem product deals. Also the permission decides if the user can see Product Deal areas on content managed web pages. 
Briefcase Permissions
My Items Controls if a user in the Trade interface can see the My Items menu button, as well as tje My Items summary on the My Briefcase page, and additionally decide if all the Briefcase My Items permissions below are allowed or denied.
My Online Orders Controls if a user in the Trade interface can see the My Online Orders menu button, as well as the My Online Orders summary on the My Briefcase page.
My Account Controls if a user in the Trade interface can see the My Account menu button, as well as the My Account page, and retrieve account records in real-time from the projects linked business system. Also controls if the user can see the Account Enquiry areas on content managed web pages.
My Details Controls if a user in the Trade interface can see the My Details menu button, as well as the My Details page.
My Preferences Controls if a user in the Trade interface can see the My Preferences menu button, as well as the My Preferences page.
My Feedback Controls if a user in the Trade interface can see the My Feedback menu button, as well as the My Feed page used to send Email notifications.
Briefcase My Items Permissions
My Shopping Lists Controls if a user in the Trade interface can see the My Shopping Lists panel from within My Items page, as well as see links to add products to shopping lists on the Product Details page and Product Information dialog.
My Contracts Controls if a user in the Trade interface can see the My Contracts panel from within My Items page, as well as view the details of customer account contracts.
My Favourites Controls if a user in the Trade interface can see the My Favourites panel from within My Items page, as well as view the details of their favourites list, add products to their Favourites on the Product Details, and Product Search Results page .
My Bookmarks Controls if a user in the Trade interface can see the My Bookmarks icons in the bottom menu bar, and bookmark pages within the Trade interface.
My Most Ordered Products Controls if a user in the Trade interface can see the My Most Ordered Products tab from within the My Items page.
My Attachments Controls if a user in the Trade interface can see the My Attachments tab from within the My Items page.
Briefcase My Account Permissions
My Account Transactions Controls if a user in the Trade interface can see the the Transactions tab from within the My Accounts page. Additionally controls if the user can load transaction records live from the project's linked business system via the Connector software.
My Account Orders Controls if a user in the Trade interface can see the the Orders tab from within the My Accounts page. Additionally controls if the user can load sales order records live from the project's linked business system via the Connector software.
My Account Backorders Controls if a user in the Trade interface can see the the Back Orders tab from within the My Accounts page. Additionally controls if the user can load back order records live from the project's linked business system via the Connector software.
My Account Invoice Controls if a user in the Trade interface can see the the Invoices tab from within the My Accounts page. Additionally controls if the user can load invoice records live from the project's linked business system via the Connector software. Additionally controls if users can see Customer Account Invoice, Customer Account Invoice Listing, and Customer Account Invoice Payment Form areas on a content managed web page.
My Account Payments Controls if a user in the Trade interface can see the the Payments tab from within the My Accounts page. Additionally controls if the user can load payment records live from the project's linked business system via the Connector software.
My Account Credits Controls if a user in the Trade interface can see the the Credits tab from within the My Accounts page. Additionally controls if the user can load credit records live from the project's linked business system via the Connector software.
Briefcase My Details Permissions
Change Password Controls if a user in the Trade interface can see the Change Password link from within the My Details page.
Change Security Question Deprecated. This permission no longer applies.
Modify Contact Details Controls if a user in the Trade interface can see the Change Contact Details link from within the My Details page.
Account Details Request Controls if a user in the Trade interface can see the Request Change link from within the My Details page to update their customer account details.
Modify Addresses Controls if a user in the Trade interface can see the Add New Address link from within the My Details page. Also controls if users can create, modify, or delete delivery addresses from the Order Details page, or from the Order Checkout, and User Details/Favourites/Orders areas on content managed web pages.
View Account Users Controls if a user in the Trade interface can see the details of other users from within the My Details page.
Modify Account Users Controls if a user in the Trade interface can create another user from within the My Details page.
Sales Representative Permissions
View Sales Representative Briefcase section Controls if a user in the Trade interface can see the My RepSpace button in the Briefcase menu bar. The user must marked as a "Sales Representative User" in order for this permission to apply.
View Account Users Controls if a user in the Trade interface can see other users associated with the customer accounts from within the MyRespace page. The user must marked as a "Sales Representative User" in order for this permission to apply.
View All User Accounts Controls if a user in the Trade interface can see all customer accounts of the project from within the MyRespace page. The user must marked as a "Sales Representative User" in order for this permission to apply.
Switching user accounts Controls if a user in the Trade interface can reassign their active customer account to another account from within the MyRespace page. The user must marked as a "Sales Representative User" in order for this permission to apply.
Order out of stock products Controls if a user in the Trade interface can add products to their basket that are out of stock. The user must marked as a "Sales Representative User" in order for this permission to apply.
Override product pricing Controls if a user in the Trade interface can change the price of the product they are adding to basket from the Product Details page, View Basket Page, and Product Information dialog. The user must marked as a "Sales Representative User" in order for this permission to apply.
View Product Information Dialogs Controls if a user in the Trade interface can view the Product Information dialogs. The user must marked as a "Sales Representative User" in order for this permission to apply.
View live product stock Controls if a user in the Trade interface can view the product stock level live from the business system linked to the project, from within the Product Information dialog. The user must marked as a "Sales Representative User" in order for this permission to apply.
View product pricing levels Controls if a user in the Trade interface can view all the price levels, and pricing of a product from within the Product Information dialog. The user must marked as a "Sales Representative User" in order for this permission to apply.
View product pricing discounting Controls if a user in the Trade interface can discount the price of the product they are adding to basket from the Product Details page, View Basket Page, and Product Information dialog. The user must marked as a "Sales Representative User" in order for this permission to apply.
View product pricing level discounting Controls if a user in the Trade interface can discount the price of the product they are adding to basket from the Product Information dialog, based on a given percentage off a given price level. The user must marked as a "Sales Representative User" in order for this permission to apply.
Modify local contracts Controls if a user in the Trade interface can create, and modify customer account contracts that have been created from within the project. The user can create contracts from the Product Information dialog. The user must marked as a "Sales Representative User" in order for this permission to apply.

 

Inventory Permission Role

Within the TOTECS project the Inventory Permission Role sets the permissions to control how users interact with products and categories through the Trade interface, or on content managed web sites. It can restrict the products that users can see, add to basket, back-order, or drop ship. When a user logs into the Trade interface or on a content managed wesite for the project, the inventory permissions are applied to their session based on the inventory role assigned to the user.

Inventory Role Inheritance

The inventory roles can inherit the permissions off other inventory roles, this allows broad groups of permissions to be applied to all products, down to fine grain control of each product per user. An example might be that one inventory role called Role A is created that limits a user to see half the products in a project. A second inventory role called Role B can be created that inherits the permissions of Role A (so it also only allows users to see half the products in a project), but then additional overrides can be put in place on Role B so that a category of products can be added to allow the user to see half the project's products plus the extra category. Based on this approach it could be used to allow some retail users to see the products allowed with Role A, but then assigning wholesale users to Role B allows them to see the additional allowed products for a specified category.

An inventory role can inherit its permissions off multiple roles, and have many tiers of inheritance to allow fine tuned management of permissions between groups of users and products.

Overrides

The inventory role permissions allow overrides, which are exceptions to allow or deny permissions for a specific range products in the role. An example is that Role A does not allow users assigned to it to add any products to basket. But an override can be set to say that it will allow products starting with the ID ABC to be added to basket by the user. There are many different override rules that can match products to apply permissions against.

Regenerating Inventory Role Product Permissions

Once any Inventory Roles have been configured or changed, the TOTECS project needs to calculate the individual products that permissions apply against the role. During this process it will also calculate the categories that the user can see, based on if there are any products in a category that the user has permissions to view. If there are no products then the category will not show to the user if they navigate the category tree. This insures that users are not led down an empty category tree, wasting their time. Also note that the inventory regeneration process will also factor in products that the user can see on contracts associated with their customer account.

Within The Administration Centre, under the Users menu, in the User Permissions interface, upon editing any Inventory Role there will be button labelled "Apply Inventory Permissions" which when pressed allows the inventory role permissions to be regenerated. You can optionally select the "Display Empty Category" checkbox if you want categories to display to users even if there are no products within the categories.

This renegeration process is also called when Products are imported into the project using the data imports routines. 

Inventory Role Permissions

Below are the permissions that can be set within an Inventory Role.

Permission Description
View Product Controls a user in the Trade interface or on a content managed web site can see any products.
Add Product Controls a user in the Trade interface or on a content managed web site can add a product to their basket.
Dropship Product Controls a user in the Trade interface or on a content managed web site can have any products ordered when an order is set to be drop shipped. Use this permission to restrict which products in an order can be drop-shipped.
Product Backorder Check Controls when a user in the Trade interface or on a content managed web site adds a product to basket to check if the products they are adding are in stock. If this permission is set to deny then the stock check will not be performed and any out-of-stock products can be added to basket and ordered.