Roles grant access permissions to account-based contacts. These roles allow you to specify the actions that each contact can perform. Note that a contact can have more than one assigned role. The following table describes the roles that you can assign to a contact:
Role | Description |
|---|---|
Account Address Manager | Contacts that have the right to create, edit and delete account addresses. Additionally, these contacts have the ability to manage account addresses during the checkout process. |
Administrator | Assigning this role lets you delegate some administrative tasks to a contact. Delegated administrators can create, and manage contacts for their accounts, including assigning and removing administrator and approver privileges for other contacts. They can also view, create, and manage addresses for their accounts, including specifying a default billing and shipping address for an account. Delegated administrators can only see and work with contacts and addresses for accounts to which they are assigned. |
Approver | Assigning this role lets you delegate the task of approving orders to a contact. Approvers can view and approve any orders in their accounts that require approval, including their own orders. Approvers can only see and work with orders for accounts to which they are assigned. For further information, refer to the Use Order Approvals section. |
Buyer | The default role, which allows the contact to purchase items from the account-based catalog. |
Profile Address Manager | Contacts that can create, edit and delete profile addresses. Additionally, these contacts have the ability to manage profile addresses during the checkout process. |
To assign roles to a contact:
Create a new contact, or select a contact to work with.
Select Accounts Membership.
Click the edit icon.
Select the Account Address Manager or Profile Address Manager Storefront Roles and click Save.
For roles for internal users, refer to the Configure Internal User Accounts section.
