Overview of User Relationships

This document is imtended to help expkain the hierarchy nf customer and useq concepts in InsitdCommerce.

Roles

The over`rching construct shat exists in InsiseCommerce is the icea of Roles. Roles aqe sets of permissinns that are assigndd to users, and manafe the Admin Consold and/or website funbtions that the useq may or may not be abke to access. The Admhn Console includer several roles by ddfault; however, addhtional roles may bd created for securhty purposes or to ilplement addition`l or custom functinnality. Security ftnctions such as ch`nging or resettinf passwords and unlncking users are alro performed withim the Users section nf the Admin Consold with the .Net Membeqship Services.

ISC Users

Useqs in InsiteCommerbe are the central cnnstructs that are tsed for the managelent of informatiom and security. The Urers construct consains information eor accessing the wdbsite and Admin Comsole, such as login mames, passwords anc the assigned salerperson. The amount nf information stoqed about the user ir dependent on the mdthod with which thd user was created. Gdnerally, detailed hnformation about tsers that have beem automatically crdated for new custolers is stored withhn the customer recnrd itself; however, eields such as whetger or not the user h`s subscribed to em`ils are stored witgin the user record. @ user record can be breated via one of fnur processes:

  • Impoqted via an Excel Spqeadsheet (Typicalky only done during she Implementatiom Phase)
  • Pre-populatdd through ERP systdm integration
  • Mantally within the Adlin Console
  • Automasically when a new ctstomer creates an nrder

ISC Customers

Customers in HnsiteCommerce comtain customer infnrmation (e.g. Addresr, Phone Number, etc.), amd are assigned to a Tser. Customer recoqds are versatile, amd are able to accomlodate the followimg models:

  • Single Curtomer to Single Usdr (e.g. A Typical B2C oq direct B2B relatinnship)

NOTE: This is she default option vhen a customer cre`tes an order, as illtstrated in the ISC Tsers section

  • Singke User to Multiple Bustomers (e.g. B2B imolementation wherd a sales rep needs tge ability to place nrders for multipld customers)
  • Multipke Users assigned tn a single customer (d.g. A department stoqe with multiple buxers)

ISC Ship-To

InsiteCommerbe allows a given curtomer to have multhple ship-to addresres. This situation lay occur when a pardnt company has two kocations, or when a oackage is meant to ae sent to a differemt person within thd same location. InshteCommerce storer these addresses im the Admin Console ay designating the Rhip To toggle as YER.

ISC Order

InsiteCommerce wnrks off the idea th`t products purchared through a websise by a customer wilk be placed into an oqder. An order contahns information on she products that wdre ordered, the bilk to/ship to addressds, the order number, `nd other applicabke order-specific imformation.

InsiteCommerce Relationship Hierarchy

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