and capabilities in Shopatron. If a user does not have permission to perform a task, the menus and tools associated with that task are not visible when they log in.
You assign permissions using the Permission Group and User Type pull-down menus. Choose the permission group that most closely matches the user’s role in handling your Shopatron account.
The following types of permission groups are available. See the table on page 6 for a side-by-side comparison of group permissions.
Accounting The Accounting group has access to Shopatron’s financial and accounting
features. Its members can view statements, specify banking information, and set the local tax rate.
Permissions:
> Can see and modify company financial data including banking information and statements and financial reports.
> Can see and modify company information, such as Permissions and Additional Locations.
> Can see all orders.
> Can view and process RMAs.
Catalog Admin The Catalog Admin group can manage product catalogs: product
descriptions, product placement, and product categorization. Permissions:
> Can create and maintain product catalogs. > Can change product descriptions.
> Can maintain products category relations Manufacturer
Admin
The Manufacturer Admin group has all permissions. Permissions:
> Can place and modify requests, can view data and reports related to requests.
> Can create and maintain product catalogs. > Can change catalog descriptions.
> Can see partial consumer credit card information. > Can charge orders.
> Can modify orders, including returning orders to available. > Can see and modify company financial data, including banking
information and statements and financial reports. > Can modify product images.
> Can see and modify company information, such as Preferences and Additional Locations.
Assigning user permissions > Can use Precision Mail.
> Can modify product, category, and catalog descriptions. > Can see and modify email and other marketing text.
> Can add new products and edit all aspects of products, including categories.
> Can specify product availability.
> Can maintain product category relations. > Can change product descriptions. > Can see specialized reports. > Can access retailer tools. > Can see all orders.
> Can see ready orders, print packing lists, enter and update tracking information, and handle RMAs.
> Can access top-level and super-secret features. > Can see and edit permissions for system users. Manufacturer
Admin Restricted
The Manufacturer Admin Restricted group Permissions:
> Can place and modify requests, can view data and reports related to requests.
> Can see and modify company information, such as Permissions and Additional Locations.
> Can use Precision Mail.
> Can add new products and edit all aspects of products, including categories.
> Can see all orders.
> Can see and edit permissions for system users Manufacturer All
Access
The Manufacturer All Access group has all permissions and can access all the pages, information and merchant features in Shopatron
Permissions:
> Can place and modify requests, can view data and reports related to requests.
> Can create and maintain merchant catalogs. > Can change product descriptions.
> Can see partial consumer credit card information. > Can charge orders.
> Can modify orders, including returning orders to available. > Can see and modify company financial data, including banking
> Can modify product images.
> Can see and edit company information, such as Preferences and Additional Locations.
> Can use Precision Mail.
> Can maintain product, category, and catalog descriptions. > Can see and edit email and other marketing text.
> Can add new products and edit all aspects of products, including categories.
> Can specify product availability.
> Can maintain products category relations. > Can change product descriptions.
> Can see specialized reports. > Can access retailer tools. > Can see all orders.
> Can see ready orders, print packing lists, enter and update tracking information, and handle RMAs.
> Can access top-level and super-secret features. > Can see and edit permissions for system users Manufacturer
Order Admin
The Manufacturer Order Admin group can access the pages, information, and features needed to manage orders, including those used for
requesting and editing orders, and handling RMAs. Permissions:
> Can place and modify requests and to view data and reports related to requests.
> Can edit orders, including returning orders to available. > Can see all orders.
> Can see ready orders, print packing lists, enter and update tracking information, and handle RMAs
Manufacturer Product Admin
The Manufacturer Product Admin group has access to the pages,
information, and features used to administer products. The product list is their home page. This group can edit all aspects of a product including availability, description, options, and images. They can add new products. They do not have access to catalog-level features.
Permissions:
> Can see and edit company information such as contact info and additional locations. Ability to add new products and to edit all aspects of products including categories.
> Can change product availability.
Assigning user permissions > Can change product descriptions
Marketing The Marketing group has access to marketing-related features, such as
setting email text, confirmation blurbs, and product and catalog descriptions.
Permissions:
> Can change catalog descriptions.
> Can edit product, category, and catalog descriptions. > Can see and edit email and other marketing text. > Can maintain products category relations.
> Can change product descriptions Orders and
Accounting
This group combines the permissions of the Orders and Accounting groups
Permissions:
> Can edit orders including return orders to available.
> Can see and edit company financial data including banking information and statements and financial reports.
> Can see and edit company information such as contact info and additional locations.
> Can see all orders.
> Can see ready orders, print packing lists, enter and update tracking information, and deal with RMAs
Orders and Product Availability
This group combines the permissions of the Orders and Product Availability groups.
Permissions:
> Can edit orders including return orders to available. > Can change product availability.
> Can see all orders.
> Can see ready orders, print packing lists, enter and update tracking information, and deal with RMAs.
Orders and Shipping
This group combines the permissions of the Orders and Shipping groups. Permissions:
> Can edit orders including return orders to available. > Can see all orders.
> Can see ready orders, print packing lists, enter and update tracking information, and deal with RMAs
Product and Catalog Admin
Permissions:
> Can create and maintain merchant catalogs.
> Can change catalog descriptions. Ability to add new products and to edit all aspects of products including categories.
> Can change product availability.
> Can maintain products category relations. > Can change product descriptions
Product Availability Admin
This group has the ability to change the availability of products only. They cannot add new products or edit any other attributes of existing products. When users in this group log in, they go directly to the product list page Permissions:
> Can change product availability Product Image
Edit
The Product Image Edit group has permission to edit product and option images. When users in this group log in, they go to the product list page. Permissions:
> Can edit product images
Rep This group is for merchant reps and allows them to see reports specific to them.
Permissions:
> Can see specialized reports for reps Retailer Product
Admin
The Retailer Product Admin group has access to the merchant product maintenance tools.
Permissions: Ability to add new products and to edit all aspects of products including categories
Shipping The Shipping group has access to the information and features used to
ship orders. When users in this group log in, they go to the ready orders page, where they can print packing lists and enter tracking information. They can also handle RMAs.
Permissions:
> Can see all orders.
> Can see ready orders, print packing lists, enter and update tracking information, and deal with RMAs
XML Auth User The XML Auth User group has no normal access to the site, only to
authenticate. Permissions:
Assigning user permissions O Acco unt ing Cat alog Admin Ma nuf act ure r Ad min Manufacturer Ad min Rest rict ed M an u fac tu rer All Ac ce ss Manufacturer Order Admin Ma nufa c tu re r Pr oduc t Admin Ma rket ing Or ders a nd Acco unt ing Or ders a nd Produ ct A v ai la bility Or ders a nd Shipping Produ ct a nd Ca ta log Admin Produ ct A vaila bility Admin Produ ct Image Ed it Rep Ret ail er Pro duct Ad mi n Shipping
Can place and modify requests, view data and reports related to requests
3 3 3 3
Can maintain product
catalogs
3 3
3
Can change catalog
descriptions
3 3
3
3
Can see partial consumer credit card
info
3
3
Can charge orders
3
3
Can modify orders, including returning
them to available
3
3 3
3 3 3
Can see and modify company financial data, including banking information, statements, and financial reports
3
3
3
3
Can modify product
images
3
3
3
Can edit company information, such as Preferences and Additional Locations
3
3 3 3
3
3
Can use Precision Mail3 3 3
Can change product, category, and catalog
descriptions
3
3
3
Can see and edit email and other
marketing text
3
3
3
Can add products and edit all aspects of products, including categories
3 3 3
3
Can change product
availability
3
3
3
3
3
Can maintain products category
relations
3 3
3
3 3
Can change product
descriptions
3
3
3 3
Can see specialized
reports for reps
3
3
3
Can access retailer
tools
3
3
Can see all orders
3
3 3 3 3
3 3 3
3
Can see ready orders, print packing lists, enter and update tracking information, and handle returns
3
3 3
3 3 3
3
Can access top-level and super-secret
features
3
3
Can see and edit
user permissions
3 3 3
Ac coun ting Ca ta log Admin Manu fa ct urer Admin Manu fa ctu rer Admin Re st ric te d Manu fa cturer All Acce
ss Manu fa ctu rer Order Admin Manu fa ctu rer Prod uct Admin Mark et in g Orde rs an d Ac coun ting Orde rs an d Pr oduc t A v ai lab ility Orde rs an d Sh ip pin g Pr oduc t an d Ca ta log Admin Pr oduc t A v ai lab ility Admin Pr oduc t Image Edit Re p Ret a iler Product Admin Sh ip pin g