X-Cart:User Memberships

From X-Cart 4 Classic
Revision as of 18:36, 29 January 2010 by Admin (talk | contribs) (Created page with '== Overview == X-Cart makes it possible for you to define various membership levels for different types of store users. Membership levels for customers are commonly used for ma…')
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Overview

X-Cart makes it possible for you to define various membership levels for different types of store users.

Membership levels for customers are commonly used for marketing purposes. For example, membership levels can be set up in such a way that users of different levels will have different permissions for access to products and categories, will be taxed differently, will be able to use different discounts and will have different payment methods available to them.

Membership levels for administrators and providers regulate access of specific users to resources within the respective X-Cart areas.

An installed X-Cart provides some pre-defined membership levels:

Type of user account Pre-defined membership levels Purpose
Customer Premium

Wholesale

Can be used to create customer groups with privileged access (e.g., to products/discounts/special offers/etc).
Administrator/provider (X-Cart GOLD) or Administrator (X-Cart PRO) Fulfillment staff Restricts access of the user to all the resources of X-Cart Admin area except orders and statistics.
Provider (X-Cart PRO) Root Turns the user into a kind of super provider with access to the products and settings of all the other providers in the store. Does not allow the user to see the field 'Order details (not visible to customer and provider'. Can be used for the purpose of supervision only, MUST NOT be used to change any settings.

The above listed pre-defined membership levels can be used 'as is' or be renamed/deleted. At any moment you can create more membership levels for any user account type.

Note: With regard to administrator and provider memberships, only Root and Fulfillment staff membership levels are employed by X-Cart to regulate access of users to X-Cart resources. Any other administrator and provider memberships which you might create will not have any effect on the access level of the user, so you will be able to use them only as a basis for classifying users with administrator and provider privileges.

Administrator and provider memberships can be assigned to users only by administrators.

Depending on the value of the option 'Enable sign-up for membership ' defined in General settings->General options, customer users may or may not be able to sign up for memberships. When the option 'Enable sign-up for membership ' is enabled, a customer can select a desired membership level from the 'Signup for membership' box in his or her personal profile and submit the 'Profile details' form for administrator's approval. Administrator reviews the application and, in the case of a positive decision, assigns the membership to the user who requested it. When the option 'Enable sign-up for membership ' is disabled, there is no 'Signup for membership' box in the 'Profile details' form, but administrator can still assign memberships to customers.

Roles in user membership management

If you are an X-Cart GOLD administrator/provider or an X-Cart PRO administrator:

  • You can create membership levels for all types of users (Study the section #Adding User Memberships).
  • You can manage all existing membership levels (See the section #Managing User Memberships):
    • view and modify membership levels,
    • delete membership levels.

If you are an X-Cart PRO provider:

  • You cannot create any membership levels.
  • You cannot manage any membership levels.