Contact Information

Mandatory Fields that can only seen by you and UltraCart staff

New Password

You only need to populate these fields for new passwords. The are intentionally left blank the rest of the time.

New FTP Password

You only need to configure this if you are going to use UltraCart's FTP.

UltraSecure One-Time Password Token

You only need to configure this if you are going to use UltraSecure.

Permissions

Please spend some time considering how to set these up. There could be security risks to your company if you are not careful with who has access to what areas of UltraCart.

Email Notifications

Email Notifications are what are sent to you when certain actions take place in your account. These are not for your customer, but for your information only.

Login

In the login field, enter the user's first initial and last name. If there are very few users, then first names only are acceptable. This will be the login name that the user will use to access their account.

Name

Please enter the full name of the user.

Email

Please enter the email address used to contact this user. It is very important to make sure this field is correct and a valid email.

Phone

Please enter the phone number used to contact the user.

Edit Service Plan

This gives a user access to the account's billing (SERVICE PLAN) area.

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.

Link New Accounts

This permission allows the user to link New Accounts to a linked accounts configuration.

Affiliate Management

Allows the user to navigate to the Affiliate Management location.

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 Fraud Rules

Allows user to access and edit the Fraud Prevention Rules

Edit Gift Giving

Allows the user to make changes to the gift giving section of the checkout.
*The user will also need the permission to edit settings.

Edit Look and Feel

Allows the user to make changes to the screen branding themes. Screen branding themes control the look and feel of your checkout pages.

Edit Return Policy

Allows the user to make changes to the global Return Policy page.

Edit Settings

Allows the user access to all of the configuration area.

Edit Settings - Auto Order Processing

Allows the user to access the Auto Order Processing configuration page. Use this one to provide edit access to the auto order processing configuration page only.

Edit Tax Rates

Allows the user access to Sales Tax. The user will also need the Edit Setting permission.

Facebook

Allows the user to access to configure the Facebook-UltraCart Integration.

Manage Marketing

Allows the user to access the marketing section, which includes Emails and 3rd party Emails.

Phone System Administrator

Provides Administrator permissions to manage the Phone System configuration.

Phone System Agent

Enables access to the Phone System

Phone System Supervisor

SMS/Web Chat Administrator

Enable for administrators of the SMS/Chat

SMS/Web Chat User

Enable for users/operators of the SMS/Chat

Grant Permissions to Others

The owner user can delegate the assignment of the Level1-Level4 BigQuery data access by assigning this permission to a user.

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)

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.

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.

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 access the Reporting section and run all available reports (subject to other restrictions such as PII access).

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.

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.

Back End Order Entry (Shared Templates)

Select this to allow templates a user creates to be shared to other users.

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 Order Items After Payment Processed

Allows the user to edit order items in placed orders that have been processed for payment.

Edit Order Price

Allows the user to modify the pricing on an order, including item prices, discounts, and totals. Use with caution as it impacts financial reporting.

Free Replacement Shipment

Allows the user to create replacement shipments for orders at no charge. Typically used for damaged or lost shipments.

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 Auto Orders (Cancel)

Allows the user to have access to review or make changes to auto orders, including cancelling. The user will also need the permission to Review Orders. This allows for more granular permissions for customer representatives.

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.

Postpone Auto Orders

Allows the user to delay the next processing date of an auto order

Refund Manual Tax Calculation

This allows the tax amount in the order to be manually edited. Normally the tax is calculated, and not directly editable.

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.

Bulk - Auto Order Export

Allows the user to export selected Auto Orders in bulk from the View Orders search results.

Bulk - Batch Operations

Allows the user to perform supported batch-level operations on multiple selected orders simultaneously.

Bulk - Delete

Allows the user to delete multiple selected orders at once. Use with caution.

Bulk - Download

Allows the user to download selected orders in bulk (format dependent on export configuration).

Bulk - Export

Allows the user to export selected orders using available bulk export tools.

Bulk - Export Customers

Allows the user to export customer records associated with the selected orders.

Bulk - Export Orders

Allows the user to export full order data for the selected orders.

Bulk - Import Customers

Allows the user to perform bulk customer import operations when applicable from the orders interface.

Bulk - Print Invoices

Allows the user to print invoices for multiple selected orders simultaneously.

Bulk - Print Orders

Allows the user to print order summaries for multiple selected orders.

Bulk - Print Packing Slips

Allows the user to print packing slips for multiple selected orders simultaneously.

Bulk - Refund

Allows the user to issue refunds on multiple selected orders in a single bulk operation.

Communications - Download Lists/Segments

Enable for marketing users that may require access to this customer data

Communications - Readonly

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.