Commerce Portal allows you to create Web portal users, give them roles and modify the rights of these users and roles from within Navision.
In Commerce Portal you can define different roles. This means that several types of Web portal users can do business activities with your company or browse in your Web portal. Different roles have different permissions to perform different activities, such as business, maintenance or administration activities. The roles described in the following section are already defined in Navision. However, you can create your own roles to fit your specific needs. It is up to you to decide which roles you would like your Web portal users to have.
In order to create Web portal users, you must give them an identity within Navision that allows them to log on to your Web portal. When users have logged on to your Web portal, they are able to perform tasks in accordance with the permissions that they have been granted.
Each permission grants the Web portal user authorization to perform a task or a part of a task on your Web portal. All permissions are based on Navision information and/or functionality that helps the user perform a task. Permissions are predefined in Commerce Portal and can be assigned to the Web portal user as a part of a role.
A role is a collection of permissions that you can combine in any way that meets your needs. You can choose to set up a few general roles, each containing all the permissions for one user type, or you can set up a role for each task or part of a task that users will perform. Then you can customize each user's rights and possibilities.
Creating Commerce Portal Users
Handling Commerce Portal Quotes
Setting an Expiration Date on Sales Quotes
Setting Up Notifications
Commerce Portal Roles
Assigning Permissions to Roles
Assigning Roles to Web Portal Users
Web Portal Administrators