Setting Up an Administrator Role

For customers to carry out different operations in CloudBlue Commerce, you must grant them certain permissions. The permissions make up a Role.

The role is a set of privileges and rights with variable management levels that the customer will be given after subscribing to one of your service plans. It includes the rights to use or manage applications, administer domains, monitor system components and so on. By assigning roles to or revoking roles from customers, you can change the set of operations available to the customer therefore managing your customers’ permissions.

When there is a new customer added in the system, a default Administrator role is assigned to this customer automatically. The first staff member created for such a customer has all the privileges defined by the Administrator role.

Note: Unless you define the set of privileges for the Administrator role, a customer is not able to perform any operations in CloudBlue Commerce.

To set up the Administrator role for a customer, follow these steps:

1. Go to System > Settings > Security.
2. Open the Customer roles tab.
3. Click the Account Administrator link.
4. Click Edit and enter a name and description for the customer's role in the General tab. Click Submit to save the provided data.
5. Go to the Privileges tab of the customer Account Administrator page. The list of a customer's privileges and rights are displayed. By default, all privileges are disabled.
6. Click the Edit button to go into editing mode. Set up the privileges for the customer Account Administrator role by checking them in the corresponding check boxes and selecting the managing level in drop-down boxes.
7. Click Submit to save the changes.

To set up the permissions set for a reseller or staff member, follow the instructions above for the reseller and staff member roles in the corresponding tabs of the page.

Note: Setting up permissions for subscribers is a one-time operation. After you set up the permissions for the Administrator role, they will be granted to the first staff member of all newly created accounts.