Managing CSR Users

1         Go to Administration > Users.

2         On the Users page, click Add User.  

3         Create the user following the usual procedure described in To add a user, making sure to select CSR from the Group pull-down menu as shown below.

 

1         Go to Administration > Users.

2         On the Page Access page, grant members of the CSR group access to the following (recommended) pages:

●        Storefront

●        Reports

●        Select User

●        Print Services (necessary for placing a print services order)

●        Order/Quote Confirmation (necessary to complete the order checkout process without errors)

●        Saved Jobs

●        Select User (enables the CSR to select a buyer to impersonate)

Warning: It is strongly recommended that a CSR belong only to the CSR group. For example, if a CSR is added to the Administrator group, she or he will have more privileges than intended (e.g., the ability to add buyers to her or his own list of users and then impersonate any user).

1         Go to Administration > Assign CSRs.

2         On the Assign CSRs page, in the Select Company pull-down list, select the company to assign the CSR rights to.   

3         In the Select CSRs section, check the box corresponding to the CSR or CSRs you want to grant proxy buyer rights to. 

All CSR user names are hyperlinks to the Assigned Companies for this CSR page. This page displays the companies to which the selected CSR is assigned.

4         Click Select All to select all the CSRs displayed. Click Clear All to deselect all CSRs displayed.

5         Click Assign Selected CSRs to complete the assignment.

1         Login to the system with an account with CSR user credentials.

2         Click Log in as buyer from the My Account drop-down list.

3         On the Select User page, choose the company with which the buyer to login as is associated with from the Select Company drop-down list. A list of available buyers to login as will be shown.

4         Select the name of the buyer to login as and click Select.

No password is needed to login as a buyer. The site home page recognizes that the CSR is logged in as the buyer.

5         The name of logged-in user will be shown with the My Account icon.

6         Click Logout Buyer from the My Account drop-down list when finished.

       

1         Go to Administration > Transaction Log.

2         Click the CSR column heading (which is a link) to sort the transactions in the log by CSR activity.    

CSR activity (such as order placement) will be indicated by the CSR number in the CSR column. (Other CSR activity will be noted in the Description column but not with the CSR number; e.g., “Impersonation Starts: [CSR user name] Starts Impersonating [buyer login]”). If a CSR has placed an order on behalf of a buyer, double-click the number in the CSR column to open the CSR User Information page, which provides complete information about the CSR.