Create the Website Customer Center Role

You should create a specific Customer Center role for your website. The Customer Center role determines the information shown in the My Account section of your website, and the login access permissions given to customers. All new customers are automatically assigned this role when they register.

Note

In the following scenario, the standard Customer Center role is used; however, it is recommended that you customize this role to suit your web store requirements.


To customize the Customer Center role:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Customize next to the Customer Center role.

  3. In the Name field, enter a name for your custom Customer Center role.

    For example, Website Customer Center.

  4. In the Subsidiaries field, select the subsidiary your website is associated with.

  5. Click the Permissions subtab.

    1. On the Transactions,  Lists, and  Setup subtabs, click the name of the task for which you want to change access.

    2. In the Level column, adjust the permission level for the task.

      For example, to prevent customers from generating statements from their My Account page, change the value from Create to None.

    3. Click OK.

  6. Click the Forms subtab. On Transaction and CRM, check the box in the Preferred column next to the form.

  7. Click Save to create the custom role.

The table below gives some of the permissions available for the standard Customer Center and their impact on your website’s My Account section. The default permission level for the standard Customer Center is given. For a full list of the standard role permissions defined for the Customer Center, read the help topic Standard Roles Permissions Table.

Transaction subtab

Permission

Standard Customer Center permission

Action in My Account

Estimate

View

Customers can view quotes created by their sales representative in My Account.

Generate Statements

Create

Customers can print a statement that lists all transactions, including invoices, credit memos and payments, for a given date range.

Invoice

View

Customers can view their invoice history.

Return Authorization

Create

Customers can request item return directly from My Account.

Sales Order

Edit

Customers can view their purchase history in My Account.

Lists subtab

Permission

Standard Customer Center Permission

Action in My Account

Issues

View

If you have set up Issue Management, customers can view issues and their status.

Cases

Edit

If you have set up Support Management, customers can view cases and their current status.

For more detailed information on configuring the Customer Center role to suit your requirements, see the help topic Customizing the Customer Center Role.

To set the default customer role for your website:

  1. Go to Setup > Company > General Preferences.

  2. In the Default Role for New Customers field, select the newly customized Website Customer Center role.

  3. Click Save.