User Roles

 Customer (a user in a Company)

         A role that is given to a standard user of a company

         A customer can

         1. Browse the company catalog

         3. Add products to cart

         4. Place an order

         5. Browse old orders and reorder them

         6. Manage own assets

          7. Manage own addresses

          8. Manage account info

This is the base role and is assumed for most roles. The only users that cannot be in this role are Generic, Generic with History and Guest. It is optional to have the customer role enabled when using the roles Printer, Process, Products and Stations.

Generic

Multiple users can login using the same username. Generic users cannot browse old orders. No access to account info, assets or personal addresses.

Generic with History

Multiple users can login using the same username.  They can see and reorder all orders placed by that same username. No access to account info, assets or personal addresses.

Guest

Allows user to bypass the login page and enter the site as a guest. They can add products to cart but to actually place orders they need to login or create an account. New in 2022 - There is now a switch for Allow Guest to Continue as Generic. This means the user will not have to create an account, they will complete the checkout as a generic user of the company. 

Manager

Can manage front end aspects for their company. Can see all orders, manage users, manage company addresses, manage company assets, manage shared data, manage welcome messages and can see reports.  

Group Manager  

Can manage front end aspects for their company only of their group(s). Can see orders, manage users, and manage company addresses only when the aforementioned are in their group.

Gatekeeper 

The ability to release pending orders to production or cancel them. It is for companies who need an approval process after the user places the order. A gatekeeper is required to release or cancel the order every time an order is placed. 

Dealer 

Is a second level Gatekeeper for a company. After the gatekeeper releases the order then it is up to the dealer to release (when enabled in the company settings).

Group Gatekeeper  

Can only approve orders placed by members of groups he or she is a member of. 

Printer

Can download job files but cannot create a job and does not have administration functions. An example of a printer could be a company the producer has outsourced a job to. No access to back end. 

Products

Can create and manage products for a producer. They can see products of all companies. This is a backend role with a limited menu. 

Process

Can see and process orders of the company they belong to. This is a backend role with a limited menu. 

Staff

Can manage stations he/she is assigned to. This is a backend role with a limited menu.

Partner

The role partner is the manager of a single sub company when using partner functionality. Partner functionality is where there can be sub companies under one company. The catalog is shared however prices and shipping and billing can be set by the partner user.

Partner Manager

Can manage multiple partners. Can order from or for any partner.

Generic Gatekeeper

Special Case: Not recommended for most sites.  The functionality allows users to enter a gatekeeper email address that is not of a user in the system (bootstrap only).  The email that is sent will have a special link to the order details page for that order without logging in. 

Customer Service

This role is meant for a producer's employees. An 'Admin Tools' link will show in the default Admin menu. The user will have access to all companies. Do not use this role for users in your customers' companies.

Instructor 

Special use.

Interactive Designer

Obsolete.

Create Job

Obsolete.