Creating Agent Profiles

By default, Commerce Service Center is not preconfigured with any agent profiles. As part of setting up Commerce Service Center, you need to:

  1. Create the necessary organization, organizational roles, global roles and access rights. Refer to the ATG Business Control Center Administration and Development Guide for information on creating these objects.

  2. Create a profile in the Internal User Profile Repository for each agent.

  3. Assign each profile the necessary roles.

Note: When working in a multisite environment, you cannot set security to limit an agent per site.

Note: This account should be added only to the database that is provided with the ATG platform for evaluation purposes. You should not include it in a production database, as this is a serious security risk.

  1. Using the BCC Home Page, select Personalization > Internal Users.

  2. Click the Create New icon to create a new Customer Service Agent.

  3. Enter the agent name and password and click Create.

  4. Click the Orgs & Roles tab, set the agent’s organization and roles and click Save

    For example, to create an agent who can work with existing orders but not create new customers, you would select the csrOrders template role. This role contains all of the order access permissions needed to see orders and work with orders, yet it does not contain the create customer profile permissions. Note: Both the csrOrders and csrProfiles roles include the csrTicketing role, which allows access to the application, the log in screen, etc. For a list of all of the access rights, refer to theAppendix B, Commerce Service Center Access Rights Comparison

  5. Once you have saved the new profile, you can use the Access Control tab to review the rights that this user has. If you need to add additional rights, you must create a corresponding role, and then add the role to the user profile.