Key Concepts

users management is a crucial feature in the upstart commerce portal, empowering retailers to oversee their ecommerce operations efficiently through users management, retailers can add users, assign roles, and configure permissions to ensure streamlined access to various features and functionalities you will receive login credentials for the upstart commerce portal upon initiating services with us with administrative control, you can create users and assign various roles and permissions through the users management section these users can oversee specific aspects of the upstart commerce portal here's a detailed overview of key concepts related to the users management service user a user is an individual authorized by the tenant to manage designated aspects of the upstart commerce portal tenants can appoint multiple users with varying permissions to handle different responsibilities authentication and authorization authentication and authorization are essential for securing access to the upstart commerce portal these processes verify users' identities and regulate their access to various parts of the platform once a user is created, their credentials are shared with them, allowing them to log in to the portal using these credentials login credentials users must provide a username and password to authenticate their identity this is the sole method for users to be authenticated and authorized to use the portal roles and permissions roles and permissions determine what users can access and do within the upstart commerce portal efficient management of these roles and permissions is vital for smooth operations by assigning specific access levels, tenants ensure security and streamline tasks for team members the system includes some pre defined roles that can be assigned to users based on their responsibilities; these system defined roles cannot be edited however, tenants can also create custom roles and assign appropriate permissions as needed system defined roles system defined roles are pre configured roles within the upstart commerce portal that align with common responsibilities and access requirements these roles provide a standard framework to ensure consistency and security while these roles cannot be edited, they can be assigned to users based on their specific responsibilities within the portal this structure facilitates efficient management and helps maintain the integrity of the system common permissions for all user roles in the upstart commerce portal, several core permissions are granted to all user roles, ensuring everyone has access to essential information and functionalities these common permissions allow users to view and interact with key aspects of the system, contributing to efficient operations and collaboration here's an overview of the shared permissions available to all users view catalog access product details, search for items, and suggest changes to the catalog view catalog item types view categories and classifications of items within the catalog view enumeration see predefined lists of options such as states, countries, and product categories create site activity events log new site activity events, including tracking user interactions or visits get site activity event view recorded site activity events view site activity access metrics, logs, and summaries of user interactions and system events view tenant access information about different organizations using the system view tenant configurations view settings and rules specific to individual tenants search user find user profiles, search for permissions, and suggest user related actions view api key info access details about api keys, including permissions and usage statistics view role access information about system roles, their permissions, and responsibilities view user access user profiles and information, including roles and activity view user roles view the roles and associated responsibilities assigned to other users portal order management the portal order management role involves overseeing and coordinating all aspects of order processing and fulfillment this role is designed to ensure seamless transactions and high customer satisfaction through effective management of orders from creation to completion users with specific permissions in this role can modify order configurations make changes to settings related to orders update orders alter existing order details, shipping information, and payment methods view orders access and search for order details within the system configurations and permissions see the settings and rules for processing orders, and understand who has access to various functionalities view customer and location information access customer profiles, addresses, warehouse locations, and other geographic data search order and payment routes track the progress of orders and payments through various stages or methods search shipping methods track shipping progress and find available shipping options portal promotions management portal promotions management involves overseeing all aspects of creating, adjusting, and monitoring promotions to ensure smooth order flow and customer satisfaction this role equips users with the tools to effectively manage promotional campaigns, ensuring they run smoothly and contribute to successful sales outcomes users with this role have specific permissions that enable them to create and manage promotions and coupons users can develop new promotional offers, generate discount codes, and remove outdated coupons adjust promotion settings users can modify promotion configurations, such as discount percentages and duration, to optimize their effectiveness update promotions users can make changes to existing promotions and their associated coupons to keep them relevant and appealing view and search promotions users can access detailed information about promotions and coupons, search for specific promotions, and suggest new ideas navigate promotion and shipping routes users can search for routes related to promotions and shipping methods within the portal portal rating management portal ratings management involves comprehensive oversight of product ratings and customer reviews this role empowers users to maintain the integrity of customer feedback, optimize review processes, and leverage insights to enhance overall customer satisfaction and engagement users with this role possess the following key permissions review management users can accept, reject, and archive both reviews and review comments aspect and question management users can insert, update, and read aspect groups, aspects, and rating questions settings control users have authority over site settings, tenant settings, and marketing notification settings within the ratings and reviews platform data handling users can manage review responses, including inserting and updating them, as well as processing review reports author verification users can verify or unverify authors on reviews to ensure credibility analytics and insights users can access statistics on ratings and reviews, including ratings data and review journals customer visibility users can view customer details and locations associated with reviews portal shipping and carrier management portal shipping and carrier management in the upstart commerce portal involves overseeing the setup and execution of shipping operations to ensure efficient delivery logistics this role equips users with the tools to effectively contribute to streamlined shipping operations, prompt order deliveries, and overall customer satisfaction users with this role have permission to create and manage shipping methods users can establish new shipping options and configure them according to business needs integrate with shipping carriers users can connect the portal with various shipping carriers to facilitate seamless order fulfillment monitor shipping processes users can track the status of shipments and ensure timely delivery to customers adjust shipping configurations users can modify settings related to shipping methods and carrier integrations to optimize efficiency view shipping details users have access to comprehensive information about shipping methods, carriers, and configurations search shipping routes users can search for specific pathways or routes related to shipping methods and carriers within the portal cart management cart management involves overseeing all aspects related to shopping carts to ensure a seamless shopping experience for customers this role plays a crucial part in enhancing overall customer satisfaction and driving sales through optimized cart management practices users with this role have permission to modify cart configurations users can adjust settings and parameters related to cart functionality to optimize performance update carts users can make changes and updates to individual shopping carts, such as adding or removing items view carts users have access to view detailed information about carts, search for specific carts, and suggest improvements view cart configurations users can access and review settings and configurations that govern cart behavior and features update catalog swatch/collection/type users can update catalog attributes related to product variations, collections, or types within carts search cart routes users can search for specific routes or pathways related to cart functionalities within the portal search customer cart routes users can search for specific routes or pathways related to customer specific cart interactions portal wishlist management wishlist management encompasses the control and coordination of various aspects related to customer wishlists this role empowers users with the tools to manage wishlists efficiently, enhancing the shopping experience and customer satisfaction users with this role have permission to create, update, and delete wishlists users can initiate new wishlists, make changes to existing ones, and remove wishlists as needed configure wishlist settings users can adjust configurations such as privacy settings or notification preferences related to wishlists view wishlist details users have access to comprehensive information about wishlists, including their contents and associated settings manage wishlist permissions users can control who can access and interact with wishlists, ensuring privacy and security enhance wishlist functionalities users can suggest improvements or new features to enhance the usability and effectiveness of wishlists portal clotho management portal clotho management involves overseeing and optimizing search functionalities to enhance the search experience for users this role is crucial for ensuring that search operations are efficient and effective and contribute to a superior search experience, enabling users to find desired content and products quickly and accurately users with clotho management permissions can create and manage search configurations users can create various elements such as search aggregations, boost rules, corrections, synonyms, and more to tailor search results modify and update search parameters users can adjust existing search configurations to improve search accuracy and relevance delete and optimize search rules users can remove obsolete search rules and optimize existing ones to maintain a streamlined search environment view and describe search rules users can access detailed information about search configurations and rules to understand their impact and functionality search public and internal routes users can navigate through different search pathways within the portal to ensure comprehensive search coverage handle search permissions users can manage permissions related to search functionalities to control access and ensure security portal pim management portal product information management (pim) involves the centralized control and coordination of product data throughout the platform this role is pivotal for maintaining consistent and accurate product information, which is essential for delivering a reliable and satisfying user experience users with pim management permissions can create and update product information users can add new products to the portal and update existing product details to ensure they are accurate and up to date modify pim configurations users can adjust settings and parameters related to how product information is structured and displayed within the portal preview and search product information users can preview product details and perform searches to quickly locate specific products or categories view comprehensive pim data users can access detailed information about products, configurations, and permissions related to product management portal questions and answers management portal questions and answers (q\&a) management involves overseeing the interaction between customers and the platform by managing queries and responses effectively this role plays a critical part in enhancing customer support and engagement through the following key responsibilities accept, reject, and update q\&a users can manage the lifecycle of customer questions and answers, from accepting and publishing them to updating their status or content as needed archive and manage q\&a states users have permission to archive q\&a states and manage their status within the system access comprehensive q\&a data users can view detailed information including questions, answers, and their respective states, ensuring transparency and thorough management read and review q\&a interactions users can access both published and non published q\&a entries to maintain oversight and provide appropriate responses monitor q\&a journal users can track the history and progression of q\&a interactions to ensure compliance and quality assurance portal users management portal users management encompasses the administration and oversight of user accounts, roles, and permissions this role is crucial for maintaining a secure and organized user environment within the portal users with this role have permission to create, update, and delete users users can manage user accounts by creating new ones, updating existing profiles, and removing obsolete accounts as needed manage roles and permissions users have the authority to create, update, and delete roles that define users' access levels and responsibilities within the portal assign and revoke roles users can assign specific roles to users or remove roles based on changing responsibilities or permissions requirements handle api keys users can create, revoke, or delete api keys used for secure access to portal functionalities view user details and permissions users can access and review detailed information about user profiles, roles, permissions, and api key usage within the system portal catalog management portal catalog management involves the strategic organization and presentation of product information to optimize user experience and facilitate efficient product browsing this role is essential for maintaining a well structured product inventory and ensuring that products are easily accessible to users users with catalog management permissions can create and update catalogs users can create new catalogs and update existing ones to organize products effectively manage catalog configurations users can modify settings and parameters related to how catalogs are structured and displayed create and manage catalog items users can define and update catalog item types, ensuring products are categorized appropriately handle product pricing users can create, update, and view pricing information associated with catalog items manage product attributes users can create, update, and view product attributes such as swatches, collections, and types to enhance product presentation manage shipping fees users can create, update, and view shipping fees associated with catalog items to accurately reflect shipping costs optimize search capabilities users can manage search indexes and routes related to catalogs and products, ensuring efficient and accurate search functionality within the portal portal quotes management portal quotes management focuses on optimizing and facilitating the quoting processes to enhance efficiency and customer service this role is pivotal for managing the creation, modification, and handling of quotes within the system users with quotes management permissions can create and update quotes users can initiate new quotes and make necessary updates to existing quotes to accommodate customer requirements modify quote configurations users can adjust settings and parameters related to how quotes are structured and managed within the portal view comprehensive quote details users can access detailed information about quotes, including their status, content, and associated configurations search quote routes users can navigate through different pathways or routes related to quoting processes within the portal manage shipping methods users can search and select appropriate shipping methods to include in quotes, ensuring accurate pricing and delivery options portal return policy management portal return policy management involves overseeing and implementing clear and efficient procedures for handling product returns this role is crucial for maintaining customer satisfaction and trust by ensuring that return policies are transparent and easy to follow users with this role have permission to create, update, and view return policies users can establish new return policies, modify existing ones to align with business needs, and access detailed information about policies search return policy routes users can navigate and locate specific pathways related to return policies within the portal manage shipping method routes users can search for shipping method routes to track order shipping progress and explore available shipping options related to return shipments portal locations management portal locations management involves the configuration and oversight of geographical locations to ensure accurate mapping and organization this role is essential for maintaining precise location information within the system users with this role have permission to create, update, and view locations users can add new locations, update existing ones, and access detailed information about each location within the portal manage location configurations users can configure settings related to how locations are structured and displayed search for locations users can perform searches to quickly locate specific geographical areas or routes within the system manage shipping method routes users can search and track shipping method routes to facilitate the shipment of orders and ensure efficient logistics management portal finance offers management portal finance offers management involves overseeing and optimizing finance related promotional offers to enhance customer engagement and sales opportunities this role focuses on creating, updating, and managing finance offers effectively users with finance offers management permissions can create and update finance offers users can develop new finance offers and update existing ones to align with promotional strategies and business goals view finance offers users have access to detailed information about finance offers, allowing them to review terms, eligibility criteria, and promotional details search for finance offers users can perform searches to quickly locate specific finance offers or explore available options within the system manage promotional activities users can streamline promotional activities related to finance offers, ensuring they are appealing and well coordinated portal dashboard management portal dashboard management involves overseeing and utilizing analytics dashboards to monitor and analyze critical metrics and performance indicators this role enables users to make informed decisions and track the overall performance of the portal users with this role have permission to view and analyze catalog data users can access detailed information about products and catalog item types to understand inventory trends and performance monitor site activity users can create and view site activity events, track user interactions, and monitor system events to gauge overall site performance access tenant specific information users can view details and configurations specific to different tenants using the portal, ensuring tailored insights and management manage user roles and permissions users can view roles assigned to users, manage permissions, and ensure secure access across the portal utilize api key information users can view and manage api keys, ensuring secure integration and access to portal functionalities view search indexes users can access and optimize search indexes to enhance search performance and efficiency within the portal monitor shipping routes users can search and track shipping method routes to facilitate efficient logistics management and order fulfillment portal inventory management portal inventory management involves meticulous oversight and control of product stock levels and availability this role is essential for ensuring that the portal maintains accurate and up to date inventory information, enabling seamless order fulfillment and operational efficiency users with inventory management permissions can create, update, and delete inventory users can manage product stock by adding new inventory items, updating existing stock levels, and removing obsolete inventory records as necessary view detailed inventory information users have access to comprehensive details about product availability, allowing them to monitor stock levels and track inventory movements search inventory routes users can search for specific inventory data or pathways within the portal, facilitating quick access to inventory related information optimize inventory control users can use inventory data to optimize stock levels, prevent stockouts, and ensure sufficient product availability to meet customer demand portal data capture management portal data capture management involves configuring and overseeing the functionalities related to capturing and managing data effectively this role is critical for maintaining the integrity and reliability of data collected within the portal environment users with this role have permission to capture and process data capture events users can initiate and process events to capture data accurately from various sources or applications manage data capture application settings users can update, delete, and view settings related to data capture applications, ensuring they are configured optimally view stored data capture events users can access stored data capture events to review and analyze captured data for insights and decision making handle fallback settings users can update and view fallback settings for data capture applications, ensuring continuous data capture in case of system failures or interruptions portal integration config management portal integration config management involves overseeing and optimizing integration settings with external systems or services this role is crucial for ensuring seamless communication and data exchange between the portal and other platforms, enhancing overall operational efficiency and functionality users with integration config management permissions can execute and modify data feed configurations users can execute data feeds and adjust settings to manage how data is exchanged between the portal and external systems view data feed details users have access to comprehensive information about data feeds, including configurations and execution statuses monitor data capture applications users can view settings and stored events related to data capture applications, ensuring data accuracy and reliability optimize integration performance users can manage integration settings to improve data synchronization, streamline workflows, and enhance system interoperability portal configurations management portal configurations management involves the administration and customization of various settings to tailor the platform to specific operational needs this role empowers users to adapt and optimize the portal's functionalities for enhanced efficiency and flexibility users with configurations management permissions can modify and view cart configurations users can adjust settings related to shopping cart functionalities to improve the checkout process and user experience modify and view customer configurations users can customize customer related settings to personalize interactions and enhance customer satisfaction modify and view data feed configurations users can manage configurations related to data feeds, ensuring accurate data exchange and integration with external systems modify and view order configurations users can configure settings related to order processing and management to streamline workflow and fulfillment processes modify and view pricing feed configurations users can adjust pricing feed settings to maintain competitive pricing strategies and facilitate accurate pricing updates modify and view shipping configurations users have the authority to configure shipping settings to optimize logistics operations and improve delivery efficiency modify and view tax configurations users can manage tax settings and services to ensure compliance and accuracy in tax calculations for transactions modify and view tenant configurations users can customize configurations specific to different tenants or organizational entities using the portal portal pricing feed management portal pricing feed management involves the strategic management and optimization of product prices and promotions this role enables users to ensure competitive and accurate pricing strategies, which are critical for attracting customers and maximizing profitability users with pricing feed management permissions can create, update, and view pricing feeds users can manage product prices and promotional offers by creating new pricing feeds, updating existing ones, and accessing detailed pricing information modify pricing feed configurations users can adjust settings and parameters related to pricing feeds to align with business strategies and market conditions access catalog and product data users can view detailed catalog information, including product details and classifications, to inform pricing decisions and promotional strategies utilize enumerations users can leverage predefined lists of options (enumerations) to categorize products effectively and apply appropriate pricing rules optimize pricing strategies users can ensure that pricing feeds are optimized to maintain competitiveness in the market and maximize revenue generation enhance product attractiveness by managing pricing feeds effectively, users contribute to enhancing the attractiveness of product offerings, thereby increasing customer satisfaction and sales global vs site level role assignment global role assignment means that roles assigned to a user apply across all sites the tenant has this ensures consistent roles and permissions across multiple sites site level assignment, on the other hand, means that roles are specific to individual sites users are assigned roles that are limited to the site they are associated with, providing site specific access and permissions