Below is a screenshot of the Site Group setting area in admin. To access this page, go to Admin > Sites [select site] > User Management > Site Groups.
You can create special Groups of Users for a Site that have limited access to some of the same capabilities that you have as the Pressero Administrator for their Site. Some can be permitted to view, add, or edit Users of the Site, or view all customer orders in this Site, etc.
The group settings can determine what a user can do in their own site portal, like view their own orders or change their password, etc.
A Site Group can be used to limit access to different Products and/or Pricing (See Products > Groups, Products > Pricing) Example: The Site Group “ABC Headquarters” can see different Products than the Site Group “ABC Production”.
Site Groups can also be used to limit access to Pages you have added to the Site (See Pages > Access Control) Example: The Site Group “ABC Headquarters” can see different Pages than the Site Group “ABC Production”.
You can create a group of users that will approve orders in a B2B site.
Add a New Site Group
To add a new site group click on the link at the top of the page "Add New Group"
As we mentioned earlier, setting permissions can be tricky and it is very important to change permissions for any group carefully. To review:
A "Not Set" permission means the user is not granted the permission unless Allowed in another group they belong to. When the User is a member of two Groups with one group set to Allow and the other set to Not Set, Allow will override Not Set.
A "Denied" permission is ALWAYS denied. When the User is a member of two Groups with one group set to allow and the other set to Deny, Deny will override Allow.
A user can be part of multiple groups. If they are denied a particular permission in any group they belong to, even if they are allowed in another, they WILL be DENIED that permission. If you find a user is not being given a permission you want them to have, check all groups they are in to see if this is the cause.
The permissions are displayed in an important order and hierarchy. Notice how some of the permissions are inset and below others. The more indented a permission is below, the "stronger" (i.e., higher) level it is. Remember, a permission Allowed at a higher level will grant all permissions underneath it except those set to Denied. A permission Denied at a higher level will deny all permissions underneath it, regardless of whether those permissions are Allowed.
Higher (stronger) level permissions when Denied will override lower level permissions that are Allowed. For example, if the higher level "Can manage sites" is Not Set or Denied, and it's lower level "Can manage content pages" is Allowed, the group member will not be able to change content pages.
A permission Allowed at a higher (stronger) level will grant all permissions underneath it unless they are set to Denied.
Admin Group Permissions can be overridden within a Site. This is helpful when you want your different staff/admin users to be assigned to different sites, or you want to allow a salesperson to set up and manage the sites they are responsible for, but not let them have access to any other site. Before you can accomplish this, you need to set up the different Admin Group and assign the employee(s) to the group. See Admin > Preferences > Admin Groups.
Refer to the image at the top of this page. You will see an option to switch from "Site Groups" to "Admin Groups" that you can manage. Select Admin Groups.
How do I limit admin users to only be able to view/edit certain sites?
Is there a way to restrict a group of users on one site to only see Products assigned to a particular category
The Pricing Does Not Display and I have Two Add to Cart Buttons Displaying
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