From the Agent Server Business Control Center Home Page, select Access Control.

Select the User button.

Click the + action icon to create a new Internal User.

Enter the agent information.

Click the Organization & Roles tab to set the agent’s organization and roles. Assign the appropriate roles for the agent. You can also set site restrictions and user preferences.

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 A: Commerce Service Center Access Rights

Once you have provided all the necessary information, click Create to save the profile.