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| Field | Description | |||||
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| Access Accounts Receivable | Allows the user to navigate to the Accounts Receivables location. | |||||
| Access Quotations | Allows the user to go into the Quotes review location. | |||||
| Access Reports | Allows the user to navigate to the Reporting location. | |||||
| Access Shipping Department | Allows the user to navigate to to the Shipping Department location. | |||||
| Affiliate Management | Allows the user to navigate to the Affiliate Management location. | |||||
| API Access ([IP Addresses]) | This is a special use setting typically configured on a user that is configured on the account specifically for use in API integration. Limiting this setting to users that are otherwise limited to very little access to the UltraCart backend improves security.
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| Back End Order Entry | Allows access to the Back End Order Entry (BEOE). Since the BEOE tool allows for overriding of item costs and shipping costs on-the-fly, you may choose to be selective about which users have access to the BEOE tool. | |||||
| Back End Order Entry (Customer Profiles) | Allows the user to access customer profiles search tool when using the BEOE tool. | |||||
| Delete Order | Deleting an order removes it from your system there is no way to get it back. | |||||
| Edit Catalog | Allow the user access to the Catalog configuration pages. | |||||
| Edit Customer Notification | Allows the user to access the email notification section, which controls the emails sent to customers. | |||||
| Edit Export Settings | Allows the user to use the Exporting Orders section. The user will also need the Edit Settings permission. | |||||
| Edit Gift Giving | Allows the user to make changes to the gift giving section. The user will also need the permission to edit settings. | |||||
| Edit Items | Allows the user to make changes to the items configured within the account. This also includes adding and removing items from the account. | |||||
| Edit Look and Feel | Allows the user to make changes to the screen branding themes. Screen branding themes control the look and feel of you checkout pages. | |||||
| Edit Order | Allows the user to Edit, Delete and make changes to customers orders. | |||||
| Edit Return Policy | Allows the user to make changes to the global Return Policy page. | |||||
| Edit Reviews | Allows the user to view and make changes to customer reviews. | |||||
| Edit Service Plan | This gives a user access to the account's billing (SERVICE PLAN) area.
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| Edit Settings | Allows the user access to the configuration section. | |||||
| Edit Tax Rates | Allows the user access to Sales Tax. The user will also need the Edit Setting permission. | |||||
| Edit Users | No one but the Owner on the account and/or a very trusted employee should have access to this permission. With this setting you can add or delete users whenever you want. | |||||
| Allows the user to access to configure the Facebook-UltraCart Integration. | ||||||
| Manage Auto Orders | Allows the user to have access to review or make changes to auto orders. The user will also need the permission to Review Orders. | |||||
| Manage Chargebacks | Allows the user to access the Chargeback Processing section. The user will also need the Edit setting permission. | |||||
| Manage Customer Profiles | Allow the user to have access to the Customer Profiles section. This will allow the user to edit, delete, and add customer profiles. | |||||
| Manage Gift Certificates | Allows the user to edit and create Gift certificates within the marketing section. | |||||
| Manage Marketing | Allows the user to access the marketing section, which includes Emails and 3rd party Emails. | |||||
| Recordings | Allows user to access the shopping session recordings. | |||||
| Refund Order | Allows the user to issue a refund on orders. | |||||
| Review Orders | Allows the user access into the Order Management section. | |||||
| View Amazon PII | Enable this for users that are reviewing orders and need to be able to see the Personally Identifiable Information. | |||||
| View Items | Read only permission to view the items and item editor but can't make changes to the items configuration. | |||||
| Edit StoreFront | Allows user to access the storefront menu. | |||||
| Edit StoreFront - Download Lists/Segments | Allows the user to download Email Lists and Email Segments from the Storefront Communications. | |||||
| Edit StoreFront - Use Communication | Allows the user to access the Communications menu within the Storefronts menu. |
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| Field | Description | |||||
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| Integration Log Health Report | Sends a daily email notification related to the account integrations. See also the integration logs reports in the reporting area:
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Marketing
| Field | Description | ||
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| Auto ResponderStorefront Communications | If checked, user receives notifications related to activity/errors occurring with the UltraCart autoresponder tool. | Email Campaign Job | If Checked, user receives notifications related to activity/erros occurring with a UltraCart Email Campaign toolStorefront Communications email campaigns and flows.. |
Orders > Overall
| Field | Description | ||||||||
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Order Placed | If checked, user receives notification whenever an order is placed. This notification has the following optional settings:
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