Configuration: Customer Role Assignment

Customer roles can be used to limit products to be visible only to customers in certain roles.  This allows resorts to create products for specific customers for their role assignment. Roles can also be used to manage Administrator access in Aspenware Commerce.

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.

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

• Nopcommerce Customer Roles map to General Program Profiles. General Program Profiles should be setup in RTP and assigned to customers ahead of completing the following configuration to map Customer Roles in Nopcommerce to RTP General Program Profiles. 

• To set up GPP in RTP:

  • Go to Admin > Search > Search for general program > you will see the list of previous GPP set up or at the top, to add a new one > Action > Create

  • Enter the Code, Display Order, and Description > Save

  • You can add roles to individuals through: Customer Manager > Search for your customer > Special Profiles > General Program Profiles > Add New > select your general program you just created > OK 

2. Infrastructure Tasks

• In order for customer roles to work, the following setting must be disabled: Ignore ACL rules (sitewide). To disable, go to Configuration > Settings> Catalog settings. Within the performance section, uncheck Ignore ACL rules (sitewide).

3. Commerce Tasks

Detailed Setup Guide

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

• From the Customers > Customer Roles page in admin, select Add new to add a new Customer Role in Nopcommerce. Even if a General Program Profile is already set up in RTP, a Nopcommerce Customer Role must also be set up so this role can be mapped to the General Program Profile and/or Membership role. 

  • Give the role a name and system name, this can be the same entry for both, and set it to active. 

  • Save the role

• Next, go to the Aspenware Commerce > Role Configuration page to map the newly created Nop Customer Role to an RTP General Program Profile 

  • First choose the Customer Role from the drop down

  • Next, depending on what “roles” are being mapped to this role from external systems, fill in the additional role ids as follows. 

    • External Role Id - This is used if mapping an RTP General Program Profile Role. Enter the General Program Profile Id from RTP

    • Sales Channel ID and Membership Type ID are only used for EZLinks Golf integrations and are explained in Golf documentation. If setting roles in RTP up, leave these blank. 

Managing Admin Users

1. Ensure that the user who should be assigned admin access has created an account (if they do not have an existing account in RTP) or has logged into the store site using their RTP authentication profile credentials.

2. From the Customers>Customers page, search for the user’s email address. 

3. Click the Edit button beside the appropriate user.

1. Click in the Customer roles field and select Administrators from the drop down list. 

   1. If phone number is required, you may need to enter a dummy phone number for the admin user to save changes.

2. Click Save. The customer should then have access to the Administration link in the utility bar when they log in to the site. 

3. If two factor authentication for admin is turned on in live, then send the Admin a Two-Factor Message to set up their Google Authenticator code.