Managing Groups (Users)

Overview of Managing Groups

Managing group access to web pages on your site is one way to enforce security on your site. When setting up user groups, consider which personnel in your organization will need to access various pages of the site. For example: The site administrator (and perhaps a back-up administrator) will need access to every page. Members of the Operator group, who manage job production, will need access to many of the site pages to complete their tasks. A bookkeeper or accountant may need access to pages such as  Cost Centers, Accounts, and Reports.

Groups are not a subset of a Company unless you configure them as such by limiting a group’s page access (see To manage a group’s page access).

The design of groups depends upon your business and the customers who will access your site. You may want to create new groups for different companies to enable access to different areas of your site.

Pre-Installed Groups

Several pre-installed groups in MarketDirect StoreFront cannot be deleted. The pre-installed groups have these access rights:

        Administrators: have access to the entire web site.

        CSR: CSRs have rights to login as buyer, modify cost centers, view certain reports, etc.

        Everyone: in a default installation, the Everyone group includes all users.

        Operators: have the rights of the Registered Users group plus access to the Operator View page.

        Registered Users: users have the rights of the Everyone group plus the ability to update their own profile and submit work to the system.

After installation, you can change the access rights by managing the page access of any group. In this section you will learn how to create, edit, and delete user groups; to assign users to groups; and to manage the site page access that members of each group have.

Groups are not a subset of a Company unless you configure them as such by limiting a group’s page access (see To manage a group’s page access).

Warning: You should avoid assigning groups names that may show potentially private information, such as account or location names.

        To create (or edit) a new group of users

        To manage a group's page access

        To manage a group’s access to companies and Print Shops

Workbench Access

The Workbench area on the Administration home page is where you can view insights on the performance of your storefront. The system administrator of the MarketDirect StoreFront account will be the only user to see the Workbench by default. All other users will need to have the Workbench enabled for their user group in order to see it.  

To enable the Workbench

1         Go to Administration > Groups.

2         Click the name of the group you want to edit.

3         Select the Enable Workbench check-box.

The Enable Workbench check-box will only be available for the system administrator.

4         Click Back.

Rename a group

1         Go to Administration > Groups.

2         On the Groups page, click on the name of the group you want to rename.  

3         Type the new name in the Users - text box.

4         Click Save as New Group.

Delete a group

The pre-installed user groups (e.g., Everyone, Administrators, Operators, and Registered Users) cannot be deleted.

1         Go to Administration > Groups.

2         On the Groups page, locate the group you want to delete in the table.  

3         Click the delete icon on the group’s row.

Warning: A group that is in use by a Company or Print Shop cannot be deleted. These groups will be marked by a padlock icon. The Print Shops and Companies columns indicate the number of companies and Print Shops by which a group is being used.

4         A dialog will open and prompt you to confirm your decision. Click OK to proceed with deleting the group.

See Also

        Overview of Group Management

        To create a new group

        To manage a group's page access

        To control page access from the Page Access page

        To manage a group's access to companies and Print Shops

        To add users to a group

        To remove users from a group

        User Management Page