NB Store makes use of several standardised security roles.

Notes
  • This information is correct so long as you have not altered the standard templates and settings provided in NB Store.
  • Consider roles to be case-sensitive when changing them in the Back Office and in DNN.
Standard Roles
  • Registered Users
  • Dealer
  • Manager
  • Sales
  • Finance


Registered Users - This is the default customer role when you are allowing, or if you require accounts to be created on your website. Users in this role will be able to see downloadable products and related interface messages. If you want buyers to be in a different role, then you must change the customer.role setting and ensure that you add users to the required role when accounts are created.

Dealer - Any user in this role will be able to see dealer pricing and will be charged these prices during checkout. If you want dealers to be in a different role, then you must change it in the dealer.role setting and also in all product templates that display pricing - productlist, productdetail, productlistfeatured and any others. Search the templates for "Dealer" and you'll find where.

Back Office Roles

The following optional roles are targeted at store operators. They provide varying degrees of access to Back Office tabs.
  • Any Back Office roles used must be granted View and Edit permissions on the Back Office Module.
  • If you want to change these role names, the descriptions below will tell you where to do so.
  • You may need to restart your website to apply any changes you make to the menu.xml template.

Manager - You should normally use this role when operating the store as it cannot access and potentially destroy the administrator's hard configuration work. The Manager has full access to the Back Office apart from the Admin tab. It also has restricted access to settings and templates under the Utilities tab. If you wish to change this role then you must change it both in manager.role setting and in various places in menu.xml.

Sales - This role is meant for shop staff who need to process orders, manage products and promotions, but should not be able to change anything fundamental. It has access to the Dashboard, Catalogue, Orders and Promotions, but not the Clients subtab. If you wish to change this role then you must change it both in editor.role setting and in various places in menu.xml.

Finance - This role is designed for a financial position that needs to access order information as well as sales or custom reports, but nothing else. It has access to the Dashboard and Orders, but not the Clients subtab. If you wish to change this role, edit the menu.xml template in various places.

Last edited Jun 6, 2011 at 1:35 PM by robax, version 5

Comments

ymonda Jun 3, 2011 at 4:28 PM 
To allow the Back-Office Users to get to the Back Office these Roles need to be assigned View and Edit rights on the module that supplies the Back-Office link.

ymonda May 27, 2011 at 4:03 PM 
The editor role is in the Security template editor.role which by default is set to Sales.
I can't see where the Finance Role is set in the NB_Store

ymonda May 27, 2011 at 3:46 PM 
These Roles need to be set up in DNN Roles and the correct User(s) then assigned to these Roles.
DNN administrators (and of course Host) see the "Dealer" version of the shop front.
I think somewhere I also saw an Editor role mentioned?