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Customer Role Assignment
Customer Role Assignment
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Table of Contents

Setup Checklist

This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.

1. POS Tasks

 

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titlePREREQUISITE

3. Aspenware Commerce Tasks

 

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titlePREREQUISITE

2. Infrastructure Tasks

 

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titlePREREQUISITE

Prerequisite Tasks

This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.

1. POS Tasks

2. Infrastructure Tasks

3. Commerce Tasks

4. Settings and Language Strings for this Feature

This feature may require updates to the following settings, language strings and/or HTML Widgets. Learn more about how to update and create Settings, Language Strings, and HTML widgets follow the links to the respective section.

Settings

Language Strings

Detailed Setup Guide

This section describes all required steps to set up the feature after prerequisite tasks have been completed.