ATG Commerce Service Center comes preconfigured with four global roles for controlling the access rights granted to CSR agents: csrTicketing, csrOrders, csrProfiles, and csrManager. When you create an agent’s profile in the Internal User Profile Repository, you assign the agent a role that corresponds to the tasks the agent is authorized to perform. For example, a typical agent may be able to create and modify orders, but only a manager can override prices and issue credits.

The Commerce Service Center roles use template roles to simplify their configuration. The csrOrders and csrProfiles roles have the csrTicketing role as a template role, so they include all of the ticketing access rights in addition to the rights unique to each role. The csrManager role has csrOrders and csrProfiles as template roles (and csrTicketing).

The following table lists the preconfigured Commerce Service Center roles, and the access rights they include:

Role

Access Rights

csrTicketing

Includes the access rights necessary to use the Ticketing UI including:

TicketsSummaryPanel
TasksAllTicketsPanel
TicketsSearchPanel
TicketActivityPanel
ResearchSolutionTicketsPanel
HelpfulRecentTicketsPanel
CustomerTicketHistoryPanel
TicketsCustomerInformationPanel
HelpfulTicketHistoryPanel
HelpfulTicketSummary
TasksMyTicketsPanel
ticketsTab
TicketsResultsPanel
workspaceLogin
tasksTab
CustomerInformationPanel
CustomerAccountPanel
customersTab
CustomerSearchPanel
CustomerResultsPanel
CustomerOrderHistoryPanel
GlobalPanelHelpfulOpenByIDPanel
commerceTab
cmcShoppingCartP
cmcCrossSellP
cmcShippingP
cmcBillingP
cmcCompleteOrderP
cmcCompleteReturnP
cmcCompleteExchangeP
cmcConfirmOrderP
cmcConfirmReturnP
cmcConfirmExchangeP
cmcOrderSearchP
cmcOrderResultsP
cmcExistingOrderP
cmcOrderReturnsP
cmcPromotionsP
cmcRelatedTicketsP
cmcRelatedOrdersP
cmcReturnItemsP
cmcReturnSummaryP
cmcRefundTypeP
cmcExchangeSummaryP
cmcProductCatalogP
cmcAddProductByIdP
cmcProductViewP
cmcMoreCatalogsP
cmcMorePriceListsP
cmcCustomerSearchP
cmcCustomerResultsP
cmcCustomerInfoP
cmcOrderHistoryP
cmcTicketHistoryP
cmcPurchaseHistoryP
cmcCustomerCreateP

csrOrders

Includes the access rights needed to create and modify orders:

commerceTab
cmcShoppingCartP
cmcCrossSellP
cmcShippingP
cmcBillingP
cmcCompleteOrderP
cmcCompleteReturnP
cmcCompleteExchangeP
cmcConfirmOrderP
cmcConfirmReturnP
cmcConfirmExchangeP
cmcOrderSearchP
cmcOrderResultsP
cmcExistingOrderP
cmcOrderReturnsP
cmcPromotionsP
cmcRelatedTicketsP
cmcRelatedOrdersP
cmcReturnItemsP
cmcReturnSummaryP
cmcRefundTypeP
cmcExchangeSummaryP
cmcProductCatalogP
cmcAddProductByIdP
cmcProductViewP
cmcMoreCatalogsP
cmcMorePriceListsP
cmcCustomerSearchP
cmcCustomerResultsP
cmcCustomerInfoP
cmcOrderHistoryP
cmcTicketHistoryP
cmcPurchaseHistoryP
cmcCustomerCreateP

In addition, this role includes csrTicketing as a template role, so all ticketing access rights are included as well.

csrProfiles

Includes the access rights needed to create and modify customer profiles:

svcCreateProfile
commerceTab
cmcShoppingCartP
cmcCrossSellP
cmcShippingP
cmcBillingP
cmcCompleteOrderP
cmcCompleteReturnP
cmcCompleteExchangeP
cmcConfirmOrderP
cmcConfirmReturnP
cmcConfirmExchangeP
cmcOrderSearchP
cmcOrderResultsP
cmcExistingOrderP
cmcOrderReturnsP
cmcPromotionsP
cmcRelatedTicketsP
cmcRelatedOrdersP
cmcReturnItemsP
cmcReturnSummaryP
cmcRefundTypeP
cmcExchangeSummaryP
cmcProductCatalogP
cmcAddProductByIdP
cmcProductViewP
cmcMoreCatalogsP
cmcMorePriceListsP
cmcCustomerSearchP
cmcCustomerResultsP
cmcCustomerInfoP
cmcOrderHistoryP
cmcTicketHistoryP
cmcPurchaseHistoryP
cmcCustomerCreateP

In addition, this role includes csrTicketing as a template role, so all ticketing access rights are included as well.

csrManager

Includes csrOrders and csrProfiles as template roles, and adds the following:

adjustPrice
issueCredit
RespondComposeMessagePanel
respondTab
commerceTab
cmcShoppingCartP
cmcCrossSellP
cmcShippingP
cmcBillingP
cmcCompleteOrderP
cmcCompleteReturnP
cmcCompleteExchangeP
cmcConfirmOrderP
cmcConfirmReturnP
cmcConfirmExchangeP
cmcOrderSearchP
cmcOrderResultsP
cmcExistingOrderP
cmcOrderReturnsP
cmcPromotionsP
cmcRelatedTicketsP
cmcRelatedOrdersP
cmcReturnItemsP
cmcReturnSummaryP
cmcRefundTypeP
cmcExchangeSummaryP
cmcProductCatalogP
cmcAddProductByIdP
cmcProductViewP
cmcMoreCatalogsP
cmcMorePriceListsP
cmcCustomerSearchP
cmcCustomerResultsP
cmcCustomerInfoP
cmcOrderHistoryP
cmcTicketHistoryP
cmcPurchaseHistoryP
cmcCustomerCreateP

 
loading table of contents...