Overview

The Merchant staff tab provides the list of merchant staff and their access roles on the platform. Add a person to merchant staff and grant them access roles to define their activities in the Web Interface. See Access roles (eCommerce) for permitted actions description.

Opening the item

Follow the steps below to see the list of merchant staff:

  1. Navigate to the Admin Panel.

  2. Click eCommerce on the left sidebar.

  3. Go to the Merchant staff menu item to open the list.

Follow the steps below to browse staff profile details:

  1. Navigate to the Admin Panel.

  2. Click eCommerce on the left sidebar.

  3. Go to the Merchant staff menu item.

  4. Click Show or Edit in a line to open the corresponding details.

Component parameters

The list of merchant staff

Parameter

Description

Id

the column demonstrates unique profile numbers in the Crassula system, if applicable

Merchant

the column includes the merchant’s name the personnel is assigned to. Click a merchant’s name to see Merchant profile details. See Merchants for details

First name

the first name of a merchant staff

Last name

the last name of a merchant staff

Email

the email address set as the main contact for a staff

Enabled

defines whether the role status is Enabled or Disabled

Action

  • Click Show to open a staff profile with no right to edit the details.

  • Click Edit to open a staff profile with the right to edit the details.

  • Click Delete to remove a staff profile

Filters

search for staff profiles by names, companies, access roles, and status; multiple-choice is available:

  • Merchant - the Merchant name the personnel is assigned to.

  • First name - the first name of a merchant staff.

  • Last name – the last name of a merchant staff.

  • Email - the email address set as the main contact.

  • Enabled – staff profile is active/disabled.

  • Access groups – access roles applied to a staff member

Add new

create a new staff member manually.

An existing access role is required. If the prerequisite is not registered yet, see Access roles (eCommerce) for details.

Configuring the component

The Staff profile page defines the information on the merchant personnel.

Merchant staff details

Parameter

Description

Merchant

The Merchant name to assign the personnel to.

First name

The first name of a merchant staff.

Last name

The last name of a merchant staff.

Email

The email address set as the main contact for the staff.

Locale

Language environment of the merchant staff.

Access roles

The roles applied to the person (multiple roles are possible).

Enabled

Defines whether the role status is Enabled or Disabled. Select the check box if you want to deactivate the access role.

Useful tips

  • Remember to grant access roles to decision-makers of a merchant (for example, a CEO or an accountant)

  • Navigate to the Access roles section to see the details of an exact access role. See Access roles (eCommerce) for details.