1. Commerce
  2. Site Management Tools
  3. Users and Roles in SMT

Users and Roles in SMT

Any user who manages website content with Site Management Tools must have a valid NetSuite user account and also be assigned a role that provides sufficient permissions for SMT. The two roles that provide these permissions by default are:

Since only a limited number of users are assigned to an administrator role, any non-administrative user who manages content should be assigned the Store Manager role or a custom role with SMT permissions. For more information on NetSuite users and roles, see NetSuite Users & Roles.

SMT Permission for an Existing Role

As an alternative to assigning a store manager role or administrator role to a user who manages websites, you can instead add permissions to a NetSuite custom role. This enables users assigned the custom role to manage website content without the need for the store manager or administrator role assignment. Add the following permissions to any custom role used for managing site content with SMT.

Note:

The Theme Customizer is unavailable when using a custom role with custom permissions. The Theme Customizer is only available to use in the store manager or administrator role.

Lists

Setup

You cannot edit a NetSuite standard role, but you can use it as the basis of a new custom role. For detailed instructions and best practice for customizing a NetSuite role, see NetSuite Roles Overview.

Custom Record Permissions for Custom Roles

To ensure any custom employee roles that are used in your account to log in to SMT can edit and create CMS content in SMT, the permission access level for each of the custom records listed below must be set to Full.

Also, to ensure any custom customer roles that are used in your account to access your web store can browse and shop your web store, the permission access level for each of the custom records listed below must be set to View.

To change the custom record permission access level for custom employee roles:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Beside the custom employee role that’s used to log in to SMT, click Edit.

  3. Select the Permissions tab.

  4. Select the Custom Record subtab.

  5. In the Level column, set the access level for the following custom records to Full.

    • CMS_HTML

    • CMS_IMAGE

    • CMS_MERCHZONE

    • CMS_MERCHZONETWO

    • CMS_TEXT

  6. Click Save.

To change the custom record permission access level for custom customer roles:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Beside the custom customer role that’s used to browse and shop your webstore, click Edit.

  3. Select the Permissions tab.

  4. Select the Custom Record subtab.

  5. In the Level column, set the access level for the following custom records to View.

    • CMS_HTML

    • CMS_IMAGE

    • CMS_MERCHZONE

    • CMS_MERCHZONETWO

    • CMS_TEXT

  6. Click Save.

For more information about custom records, see Custom Record for Custom Content Type.

Log In

Note:

SMT does not currently support SAML SSO for SMT users.

Use one of the two following options to log in to SMT:

Log In to NetSuite to Access SMT

You can log in to Site Management Tools by first logging in to your NetSuite account and changing to a role that has website management permissions. Then go to your website and press the Esc key, if the feature is enabled, or go to the SMT admin URL. The Site Management toolbar now displays.

For more information on the Esc to Login feature and the admin URL, see Disable Esc Key to Log In.

Log In to SMT from your Website

You can log in to Site Management Tools from your website by using your NetSuite user name and password. When you log in, SMT checks to see which roles you are assigned. If you are assigned only one role with sufficient permission, then that role is automatically selected for the session. If you are assigned more than one role with permission, then a list of roles is displayed, and you select the role to use for the session. If you are assigned no roles with SMT permissions, then a message is displayed that you do not have a proper role for managing content.

To log in to Site Management Tools from your website, go to the website and press the Esc key, if the feature is enabled or go to the admin URL.

For more information on the Esc to Login feature and the admin URL, see Disable Esc Key to Log In.

Sign Out of SMT

Signing out of SMT helps maintain the security and integrity of your website by preventing unauthorized access to SMT. When you sign out of SMT, you are also signed out of your NetSuite account.

To sign out of Site Management Tools:

  1. Point to the User Portlet.

  2. Click Sign Out on the dropdown menu.

Note:

After 160 minutes of inactivity, a user is automatically signed out of Site Management Tools.

Disable Esc Key to Log In

Available in the Elbrus release of Commerce web stores and later.

The Escape to Login feature lets you specify if you want to access SMT by pressing the Esc key or by going to the admin URL.

See Configuring Escape to Log In.

Related Topics

Site Management Tools Overview
Site Management Tools Versions
Installation and Implementation
User Interface
Published and Unpublished Content
Visibility Dates
Review and Publish Your Site
Published Content
Theme Skin Manager
Commerce Categories in SMT
Preview Screen Sizes
Content and SEO
SMT NetSuite Records

General Notices