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User management

When you become a Nexway Monetize customer you have the possibility of managing certain aspects of your business on Nexway Center, the Nexway Monetize User Interface. For example you can create your product price lists and define your territories of sales. To carry out these actions you will require a user profile.

User profile

A "User" is a physical person that is linked to a customer account. This could be the customer's colleagues or employees. A user is created by default for each customer account with a pre-defined role: Admin. This user has full Administrator rights on the account (see below for permissions).


Multiple users can be configured for a customer account on Nexway Center. This can help you optimize your business as you can create users to carry out specific duties or to assist with the daily tasks of managing the store.  

Each user is created with the following:

  • User ID 
  • First name
  • Last name 
  • Email (this is the user login)
  • Role
  • Status


When a user is created on the platform, they receive an email which contains a URL with a unique token that they must use to set their password. The user can then log in to Nexway Center with their login and password. 

Note

You must enable users for them to be able to use Nexway Center.


User password

Each user is responsible for setting their own password on access Nexway Center. 

Note

Only a user can change their own password.


Roles and permissions

Roles

A user role is a pre-configured collection of user permissions that are specific to a particular job. They help to optimize efficiency and reduce the risk of human error by enabling you to delegate responsibilities and permissions to certain users only. 

On Nexway Center each user is created with a role. This allows you to define who can access your account and the features to which they have access. For example, you might have a member of your team that only needs to look at shopper information but should never be able to add or delete products from the store.

The default customer role is "Admin".

Below is a list of the roles available in Nexway Center.

RoleDescription
AdminThis role is no different than the initial Admin user that is created for a new customer account. It has full access to make changes to the Store and create products and other users.
Channel ManagerThis role can create and manage discounts, cancel orders and manage reseller- and shopper-related information. This could correspond to the sales director in a company.
Sales ManagerThis role can cancel orders when required.
Customer SupportThis role can cancel orders when required.
AccountingThis role has "Read-only" rights. If they need to modify any data on the account, they will need to acquire Admin rights or ask someone with those rights to make the changes.


Global (Read) permissions

All users, regardless of their profile, have "Read" rights and can view the following information on Nexway Center:

  • Business Analysis (Dashboard)
  • Orders that have been placed on the customer's store
  • Consent status for resellers and shoppers
  • End-user groups: these are used in discount campaigns
  • Design data available for the store, such as:
    • Language translations
    • Fonts
    • Layout
    • Themes
    • visuals library
  • History of notifications sent to your account users
  • Customer Account information which includes the following,
    • Customer name
    • Customer ID
    • Status
    • Email
    • Subscriptions


Role-specific permissions at a glance

The following table illustrates the access rights associated with the different user roles in Nexway Center.


AdminChannel ManagerSales ManagerCustomer SupportAccounting

Create / add / edit / delete products, and product variations, Includes:

  • Setting prices
  • Defining territories of sale





Set product recommendations for up-sale and cross-sale schemes





Create discounts on-the fly and set up discount rules




Cancel orders


Create / enable / disable cart abandonment email campaigns





Create / edit / delete / enable / disable stores:

  • Define language(s) for the store
  • Restrict territories of sale
  • Configure / edit End-user portal design (layout, theme, font)
  • Configure / edit shopping cart design (layout, theme, font)





Add / enable / disable / edit / delete user profiles





Subscribe to receiving notifications for self or other users





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