The csrOrder role contains the access rights from csrTicketing, as well as four additional roles. These roles allow the agent to browse promotions and work with Scheduled Orders. To create an agent that does not have the ability to edit orders or to perform returns, exchanges, or appeasements, the role might contain the following rights:

Direct Access Right

Allows User to Access the…

browsePromotions

Customer’s available promotions

CustomerInformationPanel

Information panel on Customer page

CustomerOrderHistoryPanel

Order History panel on Customer page

CustomerResultsPanel

Customer Search Results panel on Customer page

CustomerSearchPanel

Customer Search Panel on Customer page

CustomerTicketHistoryPanel

Ticket History panel on Customer page

GlobalPanel

General Preferences panel in Preferences

HelpfulOpenByIDPanel

Open Solution panel in Helpful Panels

HelpfulRecentTicketsPanel

Recent Tickets Panel in Helpful Panels

HelpfulTicketHistoryPanel

Case History panel in Helpful Panels

HelpfulTicketSummary

Case Summary panel in Helpful Panels

TasksAllTicketPanel

All Tickets panel in Tickets page

TasksMyTicketPanel

My Tickets panel in Tickets page

TicketActivityPanel

Ticket History panel in Tickets page

TicketsCustomerInformationPanel

Customer Information panel in Tickets page

TicketsResultsPanel

Ticket Search Results panel in Tickets page

TicketsSearchPanel

Ticket Search panel in Tickets page

TicketsSummaryPanel

Ticket Summary panel in Tickets page

cmcAddProductByIdP

Add Product by ID panel

cmcBillingP

Billing panel

cmcCompleteExchangeP

Complete Exchange panel

cmcCompleteOrderP

Complete Order panel

cmcConfirmNewScheduleP

Confirm New Schedule panel

cmcConfirmOrderP

Confirm Order panel

cmcConfirmUpdateScheduleP

Confirm Updated Schedule panel

cmcCrossSellP

Cross Sell panel

cmcCustomerCraeteP

Customer Create panel

cmcCustomerInfoP

Customer Information panel

cmcCustomerP

Customer panel

cmcCustomerResultsP

Customer Results panel

cmcCustomerSearchP

Customer Search panel

cmcExistingOrderP

Exiting Order panel

cmcExistingScheduledOrderP

Existing Schedule Order panel

cmcMoreCatalogsP

More Catalogs panel

cmcMorePriceListsP

More Price Lists panel

cmcMultisiteSelectionPickerP

Multisite Site picker

cmcOrderHistoryP

Order History panel

cmcOrderReulstsP

Order Results panel

cmcOrderSearchP

Order Search panel

cmcProductCatalogBrowserP

Catalog Browser panel

cmcProductCatalogSearchP

Search Catalog panel

cmcProductViewP

Product View panel

cmcPromotionsP

Promotions panel

cmcPurchaseHistoryP

Purchase History panel

cmcPurchaseItemsHisotyrP

Purchased Items History panel

cmcRelatedOrdersP

Related Orders panel

cmcRelatedTicketsP

Related Tickets panel

cmcScheduleCreateP

Create Schedule Order panel

cmcScheduledOrdersP

Scheduled Orders panel

cmcScheduleUpdateP

Update Scheduled Orders panel

cmcScheduelsP

Scheduled panel

cmcShippingAddressP

Shipping Address Panel

cmcShippingMethodP

Shipping Method panel

cmcShoppingCartP

Shopping Cart panel

cmcSubmittedOrdersP

Submitted Orders panel

cmcTicketHistoryP

Ticket History panel

commerceDesignTab

Commerce Design page

commerceTab

Commerce page

customersTab

Customers page

tasksTab

Tasks page

ticketsTab

Tickets page

workspaceLogin

Workspace Login screen


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