Roles and Permissions

Merchants need a way to manage tasks and roles within their organization. Not all users need access to all modules within Salesforce B2C Commerce tools. When users log into B2C Commerce, they should see only those modules that they need to perform their job. You can configure B2C Commerce roles and permissions in conjunction with users to assign and restrict tool access on a module-by-module basis. This eliminates confusion and ensures the security of functions within the organization.

Note: Roles and permissions described here are for Business Manager users only and not for storefront customers.

Roles

Roles represent groupings of permissions. They are defined in the context of an organization. You assign roles to users. Users can have multiple roles. Permissions can be associated with roles. A user owns the permissions of those roles of which the user is a member. B2C Commerce defines sample roles for the SiteGenesis application site. The SiteGenesis application site contains the Administrator Role, which you can use to start with. This role has permissions on all Business Manager modules below the Administration menu. You can create your own roles depending on your specific needs for the Sites organization.

Permissions

You can configure Business Manager module permissions and functional permissions. Module permissions include the ability to transfer, replicate, and edit B2C Commerce data. You can also let users log in on behalf of a customer or as a customer, which is useful for customer service staff. You can specify for most data if a user has read or write access, for one or more sites or across all sites in an organization. A user has all of the permissions of any of the roles to which they belong.

Functional permissions enable a user to perform specific functions in B2C Commerce. To edit data, functional permissions must be combined with Business Manage module permissions.

You can also grant WebDAV permissions.

To view a list of all users assigned to a specific permissions, audit a permission.

Business Manager Example

This example assumes you have multiple sites and need to assign different levels of permissions for different users.

User Name Title Access
Marie VP of Marketing Views pricing and inventory for all sites. Views content assets for all sites.
Traude Site Merchandiser View and edit site catalog, pricing and inventory. A site merchandiser is particularly important if there are multiple business running on the same realm that don't want to share data. The site merchandiser is only able to see data for their site, not data for other sites.
Lucas Site Administrator Cannot view catalog, pricing, or inventory data. Can transfer data via WebDAV. Can replicate data. Can import or export data. Can run jobs.
Henry eCommerce Developer On Henry's sandbox, he needs full access to catalog, pricing, and inventory data across all sites. Permission to transfer data via WebDAV or replicate data. He would not have these permissions on any other instance.

As a first step, you need to create roles.

Role Business Manager Permissions Functional Permissions
corporate

For each site, add the following site permissions:

  • Products and Catalogs
  • Content
No permissions assigned.
merchandiser

For a specific site, add the following site permissions:

  • Products and Catalogs
  • Content
  • Search
  • Online Marketing
  • Ordering
  • Analytics

Assign these:

  • Manage_Site_Catalog
  • Manage_Site_PriceBooks
  • Manage_Site_Inventory
site_admin

Add the following organization permissions:

  • Replication
  • Site Development module, Import & Export and Site Import & Export
  • Operations

For a specific site, add the following site permissions:

  • All Batch Processes
  • All Import & Export modules

Assign these:

  • Replication_Run_For_Org
  • WebDAV_Realm_Access
  • WebDAV_Manage_Customization
  • WebDAV_Transfer_Files
developer
  • All Site Development modules
  • Operations - Custom Log Settings, Pipeline Profiler

No permissions assigned.

After you have created the roles, you can assign users to them.

Role Permissions
Marie

corporate

Traude

merchandiser

Note: If you wanted Traude to be able to view prices and inventory for all sites, but only be able to edit the data for her site, you could add her to the corporate role.
Edward support_rep
Lucas

site_admin

Henry developer

Related Links

Importing and Exporting Roles and Permissions

Business Manager Password Protection

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