Users and Roles

This topic applies to

Applies to

Commerce Web Stores | Site Management Tools

 

 

Any user who manages website content with Site Management Tools must have a valid NetSuite user account and also be assigned a role that provides sufficient permissions for SMT. The two roles that provide these permissions by default are:

  • Administrator Role

  • Store Manager Role

Since only a limited number of users are assigned to an administrator role, any non-administrative user who manages content should be assigned the Store Manager role or a custom role with SMT permissions. For more information on NetSuite users and roles, see the help topic NetSuite Users & Roles.

SMT Permission for an Existing Role

As an alternative to assigning a store manager role or administrator role to a user who manages websites, you can instead add permissions to a NetSuite custom role. This enables users assigned the custom role to manage website content without the need for the store manager or administrator role assignment. Add the following permissions to any custom role used for managing site content with SMT.

Lists

  • Documents and Files

  • Website (External) Publisher

Setup

  • Commerce Categories

    Note

    The Commerce Categories permission is required for managing Commerce Categories in Site Management tools. It is not required for using Site Management Tools.


  • Website Management

You cannot edit a NetSuite standard role, but you can use it as the basis of a new custom role. For detailed instructions and best practice for customizing a NetSuite role, see the help topic NetSuite Roles Overview.

Log In

Use one of the two following options to log in to SMT:

Log In to NetSuite to Access SMT

You can log in to Site Management Tools by first logging in to your NetSuite account and changing to a role that has website management permissions. Then go to your website and press the Esc key, if the feature is enabled, or go to the SMT admin URL. The Site Management toolbar now displays.

For more information on the Esc to Login feature and the admin URL, see Disable Esc Key to Log In.

Log In to SMT from your Website

You can log in to Site Management Tools from your website by using your NetSuite user name and password. When you log in, SMT checks to see which roles you are assigned. If you are assigned only one role with sufficient permission, then that role is automatically selected for the session. If you are assigned more than one role with permission, then a list of roles is displayed, and you select the role to use for the session. If you are assigned no roles with SMT permissions, then a message is displayed that you do not have a proper role for managing content.

To log in to Site Management Tools from your website, go to the website and press the Esc key, if the feature is enabled or go to the admin URL.

For more information on the Esc to Login feature and the admin URL, see Disable Esc Key to Log In.

Sign Out of SMT

Signing out of SMT helps maintain the security and integrity of your website by preventing unauthorized access to SMT. When you sign out of SMT, you are also signed out of your NetSuite account.

To sign out of Site Management Tools:

  1. Point to the User Portlet.

  2. Click Sign Out on the dropdown menu.

Note

After 160 minutes of inactivity, a user is automatically signed out of Site Management Tools.


Disable Esc Key to Log In

Available in the Elbrus release of Commerce web stores and later.

The Escape to Login feature lets you specify if you want to access SMT by pressing the Esc key or by going to the admin URL.

  • Disable Esc Key to Log In Enabled—When Disable Esc Key to Log In is enabled, you can go to the home page of your site and press the Esc key to display the login screen. If you have already logged in to your NetSuite account, then pressing the Esc key displays the site management toolbar.

  • Disable Esc Key to Log In Disabled—When Disable Esc Key to Log In is disabled, the Esc key functions normally, and you access Site Management Tools for your site at the following admin URL:

    For Kilmanjaro or later, http://my.webstore/cms/3/admin/cms.jsp

    For Elbrus or earlier, http://my.webstore/cms/2/admin/cms.jsp

    If you don’t know which version you are running, check your Commerce web stores Configuration and ensure the CMS Adapter version matches the Commerce web stores Configuration. Go to Setup > Suite Commerce Advanced > Configuration > [Select Site], then Integrations > Site Management Tools.

    When you go to the admin URL, the login page for SMT is displayed and you can enter your NetSuite user credentials to log in.

See Configuring Escape to Log In.