How to allow site users to manage assets in Pressero for use with eDocBuilder Orders

Basic concepts when using sites to manage assets

This describes in a basic fashion how users can manage assets on your Pressero site that will be available when other users are placing orders that are using eDocBuilder templates for customization. This is described using B2B site functionality in Pressero, and assumes a basic knowledge of both the Pressero administration areas, and eDocBuilder template functionality.

eDocBuilder is a separate system that is integrated with, but separate from the Pressero accounts. Templates in an eDocBuilder account will be receiving the information about what site is ordering from them at the time the order is received. In this manner, one could have separate Pressero sites or accounts using the same eDocBuilder templates for different orders.

This means that eDocBuilder has no concept of site assets until it sees a new order and responds with the requested template. You will not be able to see any site assets when you are logged into only your eDocBuilder account and setting up templates, even when your templates are setup correctly to allow site users to do so.

You must login as a site user on a site, and place an order for a product that uses the template set to list site assets. When the Customize Order button is clicked when submitting an order, then the customization screen for the template will be working with the site assets. So to test integration of site assets with your eDocBuilder templates, you will have to have a site setup with users, correct group permissions, assets, asset categories, and products that are set to use a template that requests site assets.

Site user experience and Pressero administration settings

When a user has permissions to manage assets on the site, they will be able to login to the site on the web, and click on the Assets menu item on the site to access the site assets. A searchable listing of the site assets will be shown and there will be a form for adding/uploading an asset at the bottom of the lists of assets.

Admin window Sites > sitename > Site Groups

Site users must be assigned Site Group Permissions to upload and manage assets to a site. Assets can be restricted to particular user groups, so there are two permissions, first to indicate that the user in that group Can manage assets, and a second to indicate that the user can List all assets. Full control of assets is granted by setting both to Allowed.

Be aware that when adjusting group permissions on either a site or administrator user level, that you should never set something to Deny unless you know exactly what it will do. It is possible to lock your administrator user out of your sites. Leave any other permissions at Not Set and it will inherit the default permissions of that group, which are secure by default.

Admin window Sites > sitename > Assets

Asset categores can be assigned when the asset is uploaded to the site by the user, but the available categories are setup on the site settings Assets window, which also allows for managing new assets, or editing any assets that have been added to the site. To add to the available categories, click to expland the blue Show/Hide Asset Categories above the list of assets, and use the Create New Category button. Existing categories and descriptions can be edited as well. These categories are what will be shown to a user who can manage assets, and will be available to the eDocBuilder templates when they are being customized for incoming orders.

eDocBuilder template settings

The setting to tell a template to use site assets is assigned on the field when editing the template in eDocBuilder. Edit the template, click Field Setup, and go to the Data Capture tab. Field Type will be Image, with data coming from User Entry. The two controls at the bottom of the Data Capture window are: Allow upload from assets and Intial asset category. Those need to be enabled and the name of an existing asset category can be entered as the starting category that will be shown to the user.

A basic example of how this is setup can be found in the article:
Is it possible to have the image picker and the user upload feature coincide at the same time?