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Customer Permission Group

Short Description​

The Customer Permission Group module allows you to manage different user authorizations related to customers within the serB2B system. With this module, you can create new customer permission groups, edit existing groups, delete them, or view them. Each customer permission group can have specific authorization restrictions.

You can access the module from the admin panel via Lists > Customer Permission Group menu.

Purpose of the Module​

It enables managing access and operation permissions related to customers on a group basis. Authorization may include special restrictions such as allowing access only to certain customer types or order statuses.

Key Features​

  • Creating new customer permission groups
  • Editing existing customer permission groups
  • Deleting customer permission groups
  • Listing and viewing customer permission groups
  • Defining and modifying authorization restrictions

1. Creating a New Customer Permission Group​

To create a new customer permission group in your serB2B system, go to the admin panel Lists > Customer Permission Group section and then click the + icon located at the top right corner.

Step-by-Step Guide​

  1. Define Customer Permission Group: Enter a name for the permission group (e.g., "Pre-Order").
  2. Save: Complete the process by saving your changes.

2. Editing a Customer Permission Group​

To view and edit existing or newly created customer permission groups in your serB2B system, navigate to the admin panel Lists > Customer Permission Group section. Click the Edit button next to the permission group you want to update and make your changes.

3. Authorization Page​

  • Authorization restrictions related to the customer are displayed in a list.
  • Checkboxes are used to select active permissions.
  • Save changes to update the authorization settings.
Application

From your serB2B admin panel, go to the detail page of a selected customer, choose which permission group the customer will belong to, and save your selection.

Benefits​

  • Increases security by managing customer access and operations based on roles.
  • Enables flexible authorization, allowing restrictions tailored to business processes.
  • Customizes user experience according to needs.

Frequently Asked Questions (FAQ)​

  • What is a Customer Permission Group?

    Groups of users that define access and operation permissions related to customers.

  • What should I consider when creating a new group?

    It is important that the group name is clear and the permissions are correctly selected.

  • Are the authorization restrictions valid for all users?

    Yes, the settings inside the created permission group apply to the users assigned to that group.

Resources​

Support and Contact​

For any questions or support requests, please contact our support team.