As your business grows, you may need to hire a team to delegate work store responsibilities to.
Your trusted team might include web designer, cashiers, content creators and customer service reps. And with Volusion, you have the ability to decide who gets access to what areas of your store.
By default, your store has a primary administrator account – known as the Super Admin – that is typically assigned Customer ID #1 within your Customers database table. The Super Admin has access to every section of your store and he or she wields the power to grant admin access to other customer accounts.
To edit administrator access permissions ...
- Go to Customers > Administrators.
- Click the ID number of the administrator account you want to edit.
- Click Edit Cust # Access Rules below the Access Key value.
If you want your team members to be able to perform certain tasks within your store’s Admin Area, you’ll have to assign specific keys to those teammates.
For example, to use the general Volusion API Integration Help tools, an administrator needs the following Access Keys: Import, Export, API, Administrators, Shipping Methods, Customers, Orders and Products.
If an administrator needs to complete a task and is blocked by one of their Access Key settings, make sure that that task doesn’t require a prerequisite key (as we listed above).
Areas of Your Store
Here are all the areas of your store that the Super Admin has the power to grant Admin Access to.
Products: Ability to view / edit Products, Options, Option Categories, Warehouses, and In-Stock Requests.
Product_Keys: Ability to view / edit Product Keys and Product Key Distribution.
Discounts: Ability to view / edit Coupons / Discounts.
GiftCards: Ability to view / edit Gift Certificates.
Customers: Ability to view / edit Customers Accounts (non-Administrator accounts), including customer passwords. This Access Key is also a prerequisite for the following Access Keys: CRM System, Accounts, Administrators, Affiliates, and LoginAsCustomer.
LoginAsCustomer: Ability to log in as a customer.
Reviews: Ability to view / edit Customer Reviews.
Affiliates: Ability to view / edit Affiliates (system settings) and Affiliate Stats.
ConfigSetup: Ability to view / edit Config Variables, Company, SEO and Product Display Settings.
PaymentMethods: Ability to view / edit settings on the Payment page. This Access Key is also a prerequisite for the Credit / Debit Cards Access Key.
Vendors: Ability to view / edit Vendors.
POs: Ability to view / edit Purchase Orders.
Orders: Ability to view / edit Orders, Phone Orders, Recurring Billing, Returns / RMAs and Abandoned/Live Carts. Allows the use of the Point of Sale system. This Access Key is also a prerequisite for the Credit / Debit Cards Access Key.
Credit / Debit Cards: Ability to view/complete Credit / Debit Card / eCheck details of an Order. Note that due to PCI/CISP compliance regulations, no administrator will ever have access to view a customer's full credit card number.
Articles: Ability to view / edit articles (Site Content) and the Knowledge Base.
Newsletters: Ability to view / edit Newsletters.
Categories: Ability to view / edit Categories (including subcategories).
Specials: Ability to view / edit Nav Menu Promotions.
ADMIN AREA SECTIONS
Import: Ability to use Data Import tool.
Export: Ability to use Data Export tool. This Access Key is also a prerequisite for the API Access Key.
AdminHistory: Ability to view Admin History table.
File Editor: Ability to view / edit Themes, Custom Fields, IP Firewall and File Editor. The File Editor give access to change website colors and edit HTML and CSS files. This Access Key is also a prerequisite for the BrandingImages (Logos) Access Key.
Inventory: Ability to prepare shipments and receiving at Receiving and view / edit Search Terms.
Locations: Ability to view / edit Locations (Edit Countries/States/Provices in Shipping) and Currency.
Tax: Ability to view / edit tax rates and settings in Tax.
ROI Tracker: Ability to view / edit ROI Tracking.
StoreStats: Ability to view/generate reports at Reporting and view graphs/statistics on the Dashboard.
WebsiteDesign: Ability to view / edit styles and settings in Navigation Menu.
BrandingImages: Ability to view / edit Logos.
Maintenance: Ability to open/close the store and use tools in Maintenance.
Administrators: Ability to create/edit Administrators and update Access Keys. Note that having the Access Key of Customers gives you the ability to view the Administrators table, but you will not have the ability to open or edit any records until this Administrators Access Key is checked.
Volusion Social: Ability to post from the Social page.
Deal of the Day: Ability to create/edit deals in Deal of the Day.
Social Store: Ability to modify settings in Social Store.
CRM Manager: Ability to create/edit settings at CRM System.
API: Ability to access/use Volusion API tools.
My Rewards: Ability to modify settings at MyRewards.
Release Notes: Ability to view Release Notes.
All administrators have the ability to view the Resources page, but depending on the additional Access Key settings, not all administrators will be able to use the tools available on the Resources page. All administrators are also able to view the Get Help Now, Volusion Blog, and To Do List portions of the Dashboard page.
In order to perform some tasks within the Admin Area, administrators need multiple Access Keys. For example, to use the general Volusion API Integration Help tools, an administrator needs all of the following Access Keys: Import, Export, API, Administrators, Shipping Methods, Customers, Orders, Products. To use the Google Merchant Center Feed Integration, an administrator needs the Export, API, and Products Access Keys
If you have a situation where an administrator needs to accomplish a task and is blocked by one of their Access Key settings, use the prerequisites listed in the table above to ensure that the individual has all of the access that they need.
With Volusion, your growing team can have access to the areas they need to get their work done, without having to ask for permission every time. You’ll maintain control over who’s doing what and can keep your employees from accidentally dabbling in areas of your site that they’re unfamiliar with. This way, you can focus on the bigger picture and run your business without worry.