Account Management

The Beryl Customer Portal’s distinguishing feature is its account management system. In a B2C scenario, product selection, order placement, and payment are all handled by the consumer. B2B transactions, however, often have more complex requirements: one employee might select products to buy, another might approve that selection, and yet another might handle payment. By setting up a unique account not for each user but for each customer organization, you can help multiple users with different roles to collaborate on the buying process.

Setting up an Account

An account is a type of Organization—specifically a sub-organization—which has as its parent your store Site’s Organization.

Your store Site’s Organization was created automatically when you created the Site using the Beryl Accelerator (see Accelerators). To set up a new account, follow these steps:

  1. Go to Control PanelUsersUsers and Organizations. Click on the Organizations tab.

  2. Click on the Organization with the name of your store Site. Then click Add and select New Account from the menu.

  3. Complete the Add Account form, just as you would to create an Organization.

Adding Users to an Account

Follow these steps to assign existing users to an account:

  1. Go to Control PanelUsersUsers and Organizations. Click on the Organizations tab, select your store Site’s Organization, and click on the account to which you want to add users.

  2. Click Add and select Assign Users from the menu.

  3. In the pop-up that appears, check the box next to each user that should have access to the account. Click Done.

Follow these steps to add a new user to an account:

  1. Go to Control PanelUsersUsers and Organizations. Click on the Organizations tab, select your store Site’s Organization, and click on the account to which you want to add users.

  2. Click Add and select New User from the menu.

  3. Fill out the Add User form. At minimum enter a first and last name, a screen name, and an email address. Click Save.

Account Roles

Once you have added users to an account, you must assign Roles to them. Roles can be customized any way you want (see Roles and Permissions). By default, however, the customer portal uses three Roles for customer users: Buyers, Order Managers, and Account Managers.

Buyers are customer users who select what products to buy. By default, buyers have permission to view and checkout orders.

Order Managers are customer users who oversee the purchasing process. In addition to the permissions that a buyer has, they can delete, manage, and approve orders.

Account Managers are customer users who oversee the account. They can assign Roles to users and determine which users have access to the account.

Keep in mind that all three of these are customer Roles. The seller’s Site administrators still retain ultimate control over account management.

Site Administrators can assign these Roles to users just as they would any other Organization Role (see Managing Roles. However, you can also allow your customer’s account managers to do this. Account managers cannot add new users to your system, but they can add existing users to their accounts and assign permissions to them.

An account manager can follow these steps to add a user to an account:

  1. From the Beryl site’s main page, click the Account Management tab and then the Members sub-tab.

  2. Click Add. Enter the email address of an existing user and click Add. Then click Save.

Here’s how an account manager can assign a Role to an account member:

  1. From the Account ManagementMembers tab, click Options and select Edit from the menu.

  2. Click on the Entitlements sub-tab and check the box next to whichever Roles you want to assign to the user.

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