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Permisos de usuario – Ecommerce

Introducción

La configuración de comercio electrónico determina cómo un usuario puede interactuar con las funciones necesarias para configurar la tienda en línea, administrar su lista de productos o crear formularios de pedido. Para acceder a estos permisos de usuario, vaya a Administrador> Usuarios y haga clic en Editar permisos junto al usuario que desea modificar.

Instrucciones paso a paso

1 - Producto

Estos permisos controlan la capacidad de ver, agregar, editar y eliminar registros de productos, así como administrar funciones específicas del producto.

 - Puede ver todos los registros: Este permiso controla el acceso para ver los detalles individuales del producto. Si se establece en No, el usuario puede ver la lista de productos, pero recibirá un mensaje de acceso denegado cuando haga clic en un enlace de producto para ver los detalles. Además, el usuario no podrá crear enlaces de paquetes de productos. Si el permiso Eliminar se establece en Sí, el usuario seguirá siendo capaz de eliminar productos. Si el permiso Añadir está establecido en Sí, el usuario podrá agregar un nuevo producto, pero no podrá volver a acceder después de salir de la pantalla del nuevo producto.

 - Puede editar todos los registros: Este permiso controla la capacidad de cambiar los productos una vez que se han creado. Si está establecido en No, el usuario no verá el botón Guardar cuando haga clic en un registro de producto. Además, el usuario no podrá crear enlaces de paquetes de productos. Si el permiso para eliminar se establece en Sí, el usuario seguirá siendo capaz de eliminar los productos. Si el permiso Agregar, está establecido en Sí, el usuario seguirá siendo capaz de agregar un nuevo producto, pero no podrá rellenar ningún detalle del producto después de añadirlo.

 - Puede agregar: Este permiso controla la capacidad de ingresar nuevos productos. Si se establece en No, el usuario recibirá un mensaje de acceso denegado cuando haga clic en el botón Agregar un producto; Sin embargo, si el usuario tiene permiso para importar contactos, también podrán importar productos.

 - Puede buscar: Este permiso controla el acceso a su lista de productos. Si se establece en No, el usuario no verá Ver productos o Categorías de producto en el menú Producto. También recibirán un mensaje de acceso denegado cuando hagan clic en el enlace Productos en Configuración del producto en la pantalla Configuración de comercio electrónico.

 - Puede eliminar: Este permiso controla la capacidad de eliminar un registro de producto. Si se establece en No, el usuario recibirá un mensaje de acceso denegado cuando intente eliminar un producto de la lista de productos. No verán la opción Eliminar en el menú Acciones de la lista de productos o el botón Eliminar al ver un producto individual.

 - Puede utilizar campos de combinación de productos digitales: este permiso controla la capacidad de crear un correo electrónico que tiene el vínculo de descarga de producto, el código y / o la clave combinados en él. Si se establece en No, el usuario no verá las opciones de combinación de productos digitales al crear un correo electrónico.

 - Puede ver claves de producto digitales cifradas: este permiso controla la capacidad de ver las claves de productos digitales almacenadas en Infusionsoft. Si está establecido en No.

 - Puede realizar un seguimiento del inventario: este permiso controla la capacidad de aumentar o disminuir el inventario de productos desde un registro de producto, si ha habilitado el seguimiento de inventario. Si está establecido en No, el usuario no verá la pestaña Inventario de producto cuando vea un registro de producto.

2 - Formulario de pedido

Estos permisos controlan la capacidad de ver, agregar, editar y eliminar formularios de pedido. Los formularios de pedido se utilizan para vender un producto específico o un programa de suscripción.

 - Puede ver todos los registros: este permiso controla el acceso para ver los formularios de pedido individuales. Si se establece en No, el usuario puede ver la lista de formulario de pedido, pero recibirá un mensaje de acceso denegado cuando haga clic en un enlace de formulario de pedido para ver los detalles.

 - Puede editar todos los registros:
Este permiso controla la capacidad de editar un formulario de pedido. Si está establecido en No, el usuario puede ver la lista de formularios de pedido y hacer clic en un formulario de pedido para ver sus detalles. El usuario no verá el botón Guardar necesario para agregar o eliminar campos, cambiar el producto o actualizar cualquier otra configuración de formulario de pedido. Además, el usuario no podrá clonar un formulario de pedido existente. Si el permiso Agregar puede está establecido en Sí, el usuario seguirá siendo capaz de crear un nuevo formulario de pedido, pero no podrá editarlo después de guardarlo por primera vez.

 - Puede agregar: Este permiso controla la capacidad de crear formularios de pedido. Si está establecido en No, el usuario no puede crear un nuevo formulario de pedido. Si el permiso de vista de permisos está establecido en Sí, el usuario puede ver una lista de formularios de pedido y ver el botón Añadir un formulario de pedido; Sin embargo, el usuario no podrá guardar los cambios en un formulario después de hacer clic en él.

 - Puede buscar: Este permiso controla la capacidad de acceder a formularios de pedido. Si se establece en No, el usuario verá un mensaje de acceso denegado cuando haga clic en Formularios de pedido en el área de comercio electrónico.

 - Puede eliminar: este permiso controla la capacidad de eliminar formularios de pedido. Si se establece en No, el usuario no verá la opción Borrar en el menú desplegable Acciones de la lista de formulario de pedido o el botón Eliminar en un formulario de pedido individual.

3 - Carrito de compras

 - Puede administrar el carrito de la compra: Este permiso controla la capacidad de configurar el carrito de la compra de Infusionsoft. Si se establece en No, el usuario recibirá un mensaje de acceso denegado cuando haga clic en la opción Configuración de comercio electrónico en el menú de navegación principal. No podrán personalizar la configuración o el diseño del carrito de la compra; Sin embargo, todavía pueden administrar productos y formularios de pedido usando las opciones relacionadas en el área de comercio electrónico.​


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