Setting Web Permissions

Web Permissions apply only to Inform e-commerce and control what the user can access when they log into your e-commerce site. E-commerce Usernames and Passwords are contact-specific, which allows you to setup multiple users for each company. Each user must have a valid email address entered so that they can receive order confirmations.

If you are setting a Username and Password that the customer's entire company will use, you may want to create a separate contact with a separate email address for this purpose.

3.Click on the Contacts tab, then click on the name of the contact that will have access to your Inform eCommerce site. This contact should have a verified email address entered.

4.Click the Edit button in the bottom right corner of the Customer Contact window, then click the Web Permissions tab at the bottom of the window.

5.Enter a user name in the User Name field, then enter a password in the Password field. Both fields are case sensitive. Do not use quotation marks in either field.

6.Next, set the user's permissions on the site. Check the box to grant the user permission, uncheck the box to deny the user permission.

Option	User Can
Read Sales Order	View details of existing Sales Orders under the Order Status and Order History tabs.
Create Sales Order	Place an order online. The Read Sales Order box must also be checked.
Read Order Pad	Access the Order Pad. To place an order from the Order Pad, the Create Sales Order option must also be checked.
Read Invoice	View details of existing Invoices under the Invoice History and Invoice Summary tabs.
Read Reports	Access and run report options under the Reporting tab. Inform e-commerce reporting is offered with an additional subscription fee. If you are not subscribed, leave this box unchecked for all users. This will prevent the Reporting tab from displaying on your site.
Approve Pending Sales Order	For Pending Orders Processing Only! The "Use Pending Orders Processing" box must be checked in the Inform e-commerce screen. Approve orders submitted by other users. User will receive notification each time another user submits an order for approval. User can also place orders on the site, without requesting approval.

7.Click the Save button in the bottom toolbar to save the information. When the user logs on to your e-commerce site, they will be able to view their own customer-specific pricing for your items.