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Conversations
| Field | Description |
|---|---|
| Phone System | Enables access to the Phone System |
| SMS/Web Chat Administrator | Enable for administrators of the SMS/Chat |
| SMS/Web Chat User | Enable for users/operators of the SMS/Chat |
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| Field | Description |
|---|---|
| Level 1 - Standard Access (No PII) (Owner Managed) | |
| Level 2 - Low sensitive data (Owner Managed) | |
| Level 3 - Medium sensitive data (Owner Managed) | |
| Level 4 - High sensitive data (Owner Managed) |
Items
| Field | Description |
|---|---|
| Destructive Import Options | Enable only for users performing advanced Item Imports. This enables the "destructive" import options that erase/overwrite catalog assignments, related item assignments, item attributes, or delete items. |
| 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 Reviews | Allows the user to view and make changes to customer reviews. |
| View Items | "Read only" permission to view the items and item editor but can't make changes to the items configuration. |
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| Field | Description | |||||
|---|---|---|---|---|---|---|
| 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 Reports without PII | Allows the user to navigate to the Reporting location, but restricts access to reports that contain PII (Personally Identifiable Information.) | |||||
| Access Shipping Department | Allows the user to navigate to to the Shipping Department 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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| Accounts Receivable - Skip Payment Processing | Enabling this permission, allows the A/R (viewing a specific order) to display the 'Skip Payment Processing' button , as well as the 'Authorize Orders' button, in the Payment processing section. *Only enable if the user requires these actions as part of their role responsibilities. | |||||
| 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. | |||||
| Back End Order Entry (Prevent Direct Credit Card Entry) | Select this to restrict direct credit card entry (for example to limit them only to the PII protected CC entry by the customer via phone call. | |||||
| 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. (Applies only to the deprecated legacy catalog system) | |||||
| Edit Order | Allows the user to Edit, Delete and make changes to customers orders. | |||||
| Edit Settings | Allows the user access to the configuration section. | |||||
| 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. | |||||
| 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. | |||||
| 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. |
Storefronts
| Field | Description | ||||
|---|---|---|---|---|---|
| Communications - Download Lists/Segments | Enable for marketing users that may require access to this customer data | ||||
| Communications - Readonly | Allow 'Read only' access to the Communications area. | ||||
| Communications - Use | Allow editable access to the Communications area. | ||||
| Full Access | Allow editable access to the Communications area. Enable for users with role to create and edit Flows, Campaigns, etc. | ||||
| Recordings | Allows user to access the shopping session recordings. | ||||
| Upsells - Readonly | Allow 'Read Only' access to the upsells area to review but not edit the flows. If unchecked, the user will have create/edit/delete permissions. | ||||
| Visual Builder Enable/Disable Protected Content | Allows user to enable/Disable protected content within the Storefront Visual Builder editor. Enable only for the admin users. | ||||
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| Recordings | Allows user to access the shopping session recordings. | ||||
| Upsells - Readonly | Allow 'Read Only' access to the upsells area to review but not edit the flows. If unchecked, the user will have create/edit/delete permissions. | ||||
| Visual Builder Enable/Disable Protected Content | Allows user to enable/Disable protected content within the Storefront Visual Builder editor. Enable only for the admin users. |
Email Notification
Just like Permissions the Email Notification section allow you to set each user with their own set of email notifications. This allows you to have one user that only handles order that need to be shipped or another user that is looking at auto order (recurring orders).
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Conversations
| Field | Description |
|---|---|
| Unread SMS messages | Enable for users that are users of the SMS Conversations, to notify them when a SMS message has been received that needs follow up. |
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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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| Field | Description | |||||
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| Storefront Communications | If checked, user receives notifications related to activity/errors occurring with Storefront Communications email campaigns and flows..
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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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| Field | Description | |||||||||
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| Fraud Review | Sends notification whenever an order triggers a Fraud Review rule configured in the Fraud Prevention configuration page.
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| Process Credit Card Payment | Check this box to have UltraCart send notification any time a credit card order needs to be processed.
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| Process PayPal Payment | Check this box to have UltraCart send notification any time a PayPal order needs to be processed.
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| Queued Refund Failure | Check this box to have UltraCart send notification any time a Queued Partial Refund failure occurs for an order.
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| Quotation Request | ||||||||||
Check this box to have UltraCart send notification any time a quote request is generated.
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