Table of Contents |
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1. Scope
Process Configuration
Behavior Controller
Cross-Configuration
Security
Captcha & SSL
Roles and Access
Users and Permissions
Audit
Automated Processes
Tasks
Cron Jobs
Checklists
Integrations
1.1. Software Coverage
Initial Configuration
Security
System Access
Roles & Access
User and Role Configuration
User Listing
Restricted Lists
Auditing
Calculation System
Calendar Closure
Optional Cron Jobs
Data Quality Review
Integrations
2. Definitions
Environment Variables: An environment variable allows configuring the system according to the company's needs. These variables can alter the display of modules and their content, depending on the value they hold, as well as modify their behavior based on the assigned value.
Cron: The command-line utility "cron" is a task scheduler in Unix-like operating systems. Users who configure and maintain software environments use "cron" to schedule jobs, also known as cron tasks, to run periodically at fixed times, dates, or intervals.
Captcha: A test used by websites and web services to verify whether the user is a human internet user and not a robot; it involves simple identifications of letters, numbers, or images.
3. Key Features
Permissions and Roles
Auditing
Security
4. Conditions
For the proper utilization of the software functionalities, it is necessary to have previously defined technical and/or business elements, such as:
5. Operation
Juan Pablo is the administrator of the platform and needs to carry out the configurations for various modules. Juan Pablo should perform this task at the beginning of the project to ensure that each module aligns with the company's requirements.
Module configurations are done at the project's outset but may require changes as the business operation progresses. All system configuration takes place from the configuration hub. In the previous documents, you can find the modules we've discussed before, but there are also three blocks of topics that need to be configured and are not covered in earlier documents because they represent general system configurations.
The three topics Juan Pablo needs to ensure are configured are:
Initial Configurations
System Processes
Security
6. Configurable Elements
The following are the elements to configure in the software:
Permissions and Roles
Auditing
Security
6.1. Main Configurations
Initial Setup
Master Clear
Basic Setup
Territory
Customers
Orders
Configure Catalogs
Logistics
Payments
Quick Start: Access Permissions
Returns
Integrations
Issues
Party
Colors
Interaction
Permissions
Products
System Processes
Tasks
Processing Triggers
Version
Environment Variables
Currency
Document Ranges
Sequences
Functions per Strategies
Functions
Rule Engine Processes
Document Features
Checklist
Inconsistency Groups
Integrations Settings
Copy Database
Security
Roles
Dashboard Manager
Schedule
Audit Manager
External Integrations
Processing Audit
6.2. Configuration of Related Modules
…
6.3. Module Configuration
6.3.1. Initial Configuration
All the configurators in this block or section share the common purpose of providing easy and quick guidance for the initial configurations required to get the software up and running.
6.3.1.1. General Clear
This configurator is responsible for performing a mass deletion based on the selected component or module.
It allows you to delete:
Only images
All characteristics
Characteristics and information
6.3.1.2. Basic Configuration
This configurator allows you to make the necessary system parameterizations. Some of the configurations found here include:
Currency Configuration
Logo Configuration
Roles and Users Configuration
Campaign Configuration
Within this configurator, you'll find the action to configure. Clicking on it will display the necessary configurations according to the process. It enables easy, quick, and understandable configuration by following the listed steps for proper operation and setup.
6.3.1.3. Territory
This configurator enables parameterizations for all necessary territory and geographic zone workflows. For proper operation and parameterization, it's important to follow the step-by-step instructions, as some modules depend on previous configurations.
Within this configurator, you'll find parameterizations such as:
Political and territorial division configuration
Necessary associations, like currency to a specific zone
6.3.1.4. Customers
This configurator allows you to make parameterizations for all necessary customer workflows. For proper operation and parameterization, it's important to follow the step-by-step instructions, as some modules depend on previous configurations.
Additionally, you can configure environment variables related to this parameterization.
Within this configurator, you'll find parameterizations such as:
Configuration of document types
Configuration of contracts
Configuration of allowed file types
6.3.1.5. Orders
This configurator enables parameterizations for all necessary order workflows, such as tax configuration, etc.
Additionally, you can configure environment variables related to this parameterization.
6.3.1.6. Configure Catalogs
This configurator allows you to make parameterizations for all necessary catalog workflows. For proper operation and parameterization, it's important to follow the step-by-step instructions, as some modules depend on previous configurations.
Additionally, you can configure environment variables related to this parameterization.
Within this configurator, you'll find parameterizations such as:
SKU Association
Calendar Association
All necessary configurations for products
6.3.1.7. Logistics
This configurator allows you to make parameterizations for all necessary logistics workflows. For proper operation and parameterization, it's important to follow the step-by-step instructions, as some modules depend on previous configurations.
Additionally, you can configure environment variables related to this parameterization.
Within this configurator, you'll find parameterizations such as:
Shipping Cost
Warehouses
6.3.1.8. Payments
This configurator allows you to make parameterizations for all necessary payment workflows. For proper operation and parameterization, it's important to follow the step-by-step instructions, as some modules depend on previous configurations.
Additionally, you can configure environment variables related to this parameterization.
Within this configurator, you'll find parameterizations such as:
Payment Methods
Payment Association to a Geographic Zone
External Payment Configuration
6.3.1.9. Quick Start: Access Permissions
This module allows you to quickly, for the first time, configure home pages corresponding to each user role.
6.3.1.10. Returns
This configurator allows you to make settings for returns, such as return states, options for order changes, etc. Additionally, you can configure environment variables related to this setup.
6.3.1.11. Integrations
This configurator allows you to make settings for environment variables that are important for the configuration of this process.
6.3.1.12. Incidents
This configurator allows you to make settings for all the necessary flows of incidents. For proper functioning and configuration, it is important to follow the step-by-step instructions provided; otherwise, there may be incorrect configurations since some modules depend on previous settings.
Additionally, you can configure environment variables related to this setup.
In this configurator, you can make settings such as:
Incident Categories
Severity
Channels
6.3.1.13. Event
This configurator allows you to configure events, such as scheduling, event types, etc. Additionally, you can set up environment variables related to this configuration.
6.3.1.14. Colors
This configurator enables you to make settings and customize the website, such as background colors, the overall site color, etc. Additionally, you can configure environment variables related to this setup.
6.3.1.15. Interaction
This configurator allows you to make settings and customize interactions, such as templates, notifications, etc. Additionally, you can configure environment variables related to this setup.
6.3.1.16. Permissions
This configurator allows you to make settings for all the necessary permission flows. Additionally, you can configure environment variables related to this setup.
Within this configurator, you can make settings such as:
Page Access
Access Based on Role
6.3.1.17. Products
This configurator allows you to set up, as a guide or step-by-step process, all the necessary elements to start creating products, both from here and from the product manager in the Backoffice.
6.3.2. System Processes
6.3.2.1. Tasks
In this module, you can view the tasks or actions that the software is currently performing. From here, you can cancel or deactivate tasks that are in an active or new state, meaning they are running or in a queue, pending execution, in case any task is taking too long to complete.
6.3.2.2. Processing Events
This module allows you to configure and schedule the execution of tasks automatically, without the need for manual user intervention. For example, this could include sending autoresponders, registering orders for auto-shipping, and more.
This is accomplished through cron expressions, which are the equivalent of regular expressions for selecting dates, time instances, or periods with time precision.
Additionally, processing crons can be executed manually by passing them as parameters in the URL.
Example: Website Name / InitDataServlet?Job=Processing Job Name
In this module, you configure relevant information such as:
Definition of the time when it will run.
Expression for automatic processing.
6.3.2.3. Version
This module is purely informative, allowing you to check the most recent version of the software currently in use, as well as access the historical versions of the software.
6.3.2.4. Environment Variables
An environment variable allows you to configure the system according to your company's needs. These variables can change the display of modules and their content, depending on the value they contain, and can also modify their behavior based on the assigned value.
This manager allows you to configure the default environment variables that the software uses for its operation.
In this manager, you configure relevant information such as:
Grouping by process.
Value of the environment variable.
Additionally, this manager allows you to create, modify, and delete environment variables. You can also export and create environment variables in bulk through a flat file. Creating an environment variable does not require previous configurations.
Furthermore, there is an action related to AVATAX, which is intended to test the connection with this integration based on the values in the environment variables parameterized for consuming the service.
Note: Avatax is sales tax software that automates tax calculations and the tax filing process.
System environment variables
6.3.2.5. Currencies
This module allows you to configure multiple currencies corresponding to a specific country, providing greater flexibility when assigning a value to a product, points, etc.
There are three types of currencies, and each type of currency can affect different functionalities of the system.
Money: The primary functionality where this type of currency is involved is in the entire process of an order, from its initiation to its invoicing, among other functions.
Points: The points currency is used to incentivize customers or sales teams and promote sales.
Commissions: The commissions currency is used to pay customer settlements.
Additionally, this manager allows you to create, modify, and delete currencies. Creating a currency does not require previous configurations.
Configuring a currency allows other flows to be set up correctly, such as:
Political Divisions
Product Catalog Assignment
Product Cost
Display of currency types
6.3.2.6. Document Ranges
This functionality is used to create consecutive numbers for generated documents. Through this feature, you can adjust the resolution of invoices, set document ranges and prefixes, delete existing ranges, and create new ones.
For example, you can change the prefix "FM" to "MF" or to any other prefix you need.
Configuring document ranges typically requires pre-existing settings.
Types of documents
6.3.2.7. Sequences
Within the software, there are tables or processes that handle auto-incrementing IDs or numbers, such as the user's personID or order numbers. The starting point for these numbers is not dependent on existing entries in their respective tables; instead, they are configured in the "Sequences" screen.
In other words, there are two fields: the sequence name or ID, which is not editable, and the current value or description, which can be edited from the sequences manager. From this field, you define from which number the auto-incremental counting will start. For example, if you enter the number one thousand in the description of the "ORDER_NUMBER" sequence, it means that new orders will have numbers starting from one thousand, such as 1001, 1002, and so on.
Sequences cannot be created or deleted, as they are predefined in the system. These include:
ORDER_NUMBER: This sequence is used in order processing, whether entered manually or adjusted.
SEQ_OR_INCONSISTENCY: This sequence is used in recording inconsistencies.
RE_EXE_HEADER_SEQUENCE: This sequence is used in processing both settlements and commissions.
UM_PERSONS_ID: This sequence is used when registering a person in the system, whether as a user, consultant, buyer, or seller.
SEQUENCE_MESSAGE_LOT: This sequence is used when sending a message from the software.
6.3.2.10. Functions
This manager allows you to configure the parameters of functions, which will be reflected when configuring rules.
6.3.2.11. Rule Processes
In this module, you can parameterize the list of processes in which rules are executed. These processes will be reflected in the "Process Name" field when creating a rule. Assigning a process to a rule is intended to group rules by the processes in which they are executed, making it easier to filter and find a required rule later.
6.3.2.12. Document Features
Here, you configure company contact information according to each corresponding country. This information will later be reflected by auto-populating various documents such as invoices.
6.3.2.13. Check List
In this module, you'll find a list of various processes within the platform along with their results, indicating whether there are failures, critical issues, or everything is okay. This is presented in a highly visual format, assisting staff in identifying and correcting errors that might be affecting the system's operation and processes.
Through this module, you can visualize and, in some cases, address the issues. Proper functioning of the check-list module requires prior configurations, including:
Inconsistency Groups
6.3.2.14. Inconsistency Groups
Inconsistency groups involve the grouping of processes and subprocesses so that they appear in the checklist. This organization allows for a more structured presentation of information within the platform.
Relevant information is configured in this section, including:
Name
Description
Additionally, this manager allows you to create, modify, and delete inconsistency groups. You can also export and create inconsistency groups through flat files. Creating an inconsistency group does not require prior configurations.
Configuring an inconsistency group ensures that other flows function correctly, such as the checklist.
6.3.2.15. Integration Parameterization
The primary purpose of this manager is to enable the company to parameterize the behavior of its integrations. This allows for the modification of values such as the integration name, date format, possible file extensions, multiple export options, integration type, and the political division (country) to which it belongs.
6.3.3. Security
6.3.3.1. Role Manager
This module allows for the management of access and actions within the software, including adding or removing permissions to access certain modules, view reports, and more.
Relevant information is configured in this module, including:
Clone Roles: This function allows for duplicating information from previous roles, making it easier to create new roles with similar permissions, avoiding unnecessary processes.
Default Page
Page Permissions
Access Assignments
Additionally, this manager allows you to create, modify, and delete configured roles. You can also export roles in bulk through a flat file.
Creating a role does not require prior configurations. This is one of the core modules in the system, as the proper functionality of the platform can depend on its configuration.
7.1.9.1. Creating Roles
To create a role, follow these steps:
Log in with an administrator user account and go to the "Process Administrator" menu page.
In the "Process Administrator," locate the "Security" section and click on the link that will take you to the "Roles" administrator.
Once you are in the "Roles" administrator, you have two options to create a new role:
The first option involves clicking the "New" button to open and complete the new role creation form. This form requires you to enter four fields:
Name: the name to be given to the role.
Role Code: an identifier for the role (usually the same as the role name).
Default Page: the default home page assigned to this role.
Priority: the level of relevance of this role compared to other roles, especially for users with multiple assigned roles.
The second option is to expand the list of actions from an equivalent standard role to the one you want to create and select the action "Clone Role". In this case, you only need to enter the name of the new role.
.
7.1.9.2. Editing Roles
To edit a role, follow these steps:
Log in with an administrator user account and go to the "Process Administrator" menu page.
In the "Process Administrator," locate the "Security" section and click on the link that will take you to the "Roles" administrator.
Once you are in the "Roles" administrator, expand the list of actions and select the "Preview" action. (a modal window will open)
Inside the modal window, you will find four different tabs:
Role Information: In this tab, you can edit role information such as its code, default homepage, and priority. Simply click on the pencil icon located in the top left corner of the section to make the necessary edits.
Role Access and Pages: In these two tabs, you can assign or unassign specific access and permissions to the role. To do so, just click on the checkbox corresponding to the specific access. Additionally, both tabs have a search function that makes it easy to locate the desired access.
Reports: In this tab, you can assign or unassign the ability to generate certain reports to the role. This is done by clicking on the pencil icon in the upper left corner and then checking or unchecking the box for the specific report.
Below are examples of the permissions that two of the main roles in the software require:
Role | Role Access | Pages |
|---|---|---|
Customer | CUSTOMER_MANAGEMENT_SHOW_N CUSTOMER_EXPORT_EXTENDED_LO ALLOW_PAYMENTS_WITH_BALANCE SERVICE_TICKETS_QUEUE_WIDGET_ SHOW_TAB_COUPONS_REDEEM CUSTOMERQUERY_PARTIES_TAB_S SHOW_WIDGET_DEVOLUTION SHOW_CUSTOMER_SATISFACTION CUSTOMER_MANAGEMENT_SHOW_N CUSTOMER_EXPORT_DISTRIBUTORS CUSTOMERMANAGEMENT_SEGMENT CUSTOMER_MANAGEMENT_WIDGET CUSTOMERMANAGEMENT_COMMER CUSTOMER_QUERY_SHOW_SEE_MO CUSTOMERQUERY_USERACTIONS_T SERVICE_KNOWLEDGEBASE_ADMINI CUSTOMERQUERY_STATUS_EMAIL_ CUSTOMERQUERY_TAB_PERSONALI ORDER_ENTRY_DELETE_FILES NOTIFICATIONS_SHOW_MESSAGES_ CAN_CREATE_USER_FROM_FIRST_O SHOW_COMMISSIONABLE_AND_QUA ORDER_MANAGEMENT_SHOW_CON ORDER_COMMENTS_SHOW_TITTLE_ ORDER_ENTRY_MANAGE_COMMENT ORDER_MANAGEMENT_MANAGE_CO ORDER CUSTOMERQUERY_TAB_BUSINESSIN ORDER_DETAIL_SHOW_CREDIT_ACT ORDER_ENTRY_RENAME_FILES ORDER_DETAIL_SHOW_ORDER_DOC CAN_VIEW_PARTIAL_COMMISSIONS BOT_CUSTOMER_MLM CAN_ACCESS_ONLINEHELPS CUSTOMER_EXPORT_LOADABLE SHOW_BUTTON_EXPORT_CLIENT_N ISSUES_ADMIN CUSTOMERQUERY_TAB_SECTION_U CUSTOMERQUERY_TAB_SECTION_P CUSTOMERQUERY_TAB_SECTION_C CUSTOMERQUERY_TAB_SECTION_E CUSTOMERQUERY_TAB_SECTION_R CUSTOMERQUERY_TAB_SECTION_A CUSTOMERQUERY_TAB_SECTION_T CUSTOMERQUERY_CASHOUT_TAB_ CUSTOMERQUERY_MYADMINISTRAT ISSUES_HOME ISSUE_DETAIL_AUDIT_TAB_SHOW ISSUE_DETAIL_RECATEGORY_SHOW SERVICE_TICKETS_STATUS_ISSUE_ SERVICE_TICKETS_TYPE_ISSUE_WID CUSTOMERQUERY_ONLINEPAYMENT CAN_ACCEPT_CONTRACTS CUSTOMER_STEP_SHOW_BACKORD CUSTOMERQUERY_MYCOMMISSION CUSTOMERQUERY_TAB_ADDRESSIN CUSTOMERQUERY_TAB_SECTION_S CUSTOMERQUERY_TAB_SECTION_R CUSTOMERQUERY_TAB_SECTION_B CUSTOMERQUERY_ACTIVITIES_TAB_ CUSTOMERQUERY_BALANCE_TAB_S CUSTOMERQUERY_POINTS_TAB_SH CUSTOMERQUERY_REFERREDPOINT CUSTOMER CUSTOMERQUERY_LIQUIDATIONSU CUSTOMERQUERY_HISTORY_TAB_S CUSTOMERQUERY_USERS_TAB_SH CUSTOMERQUERY_COMMUNICATIO CUSTOMERQUERY_MYBUSINESS_TA CUSTOMERQUERY_MYSUPPORT_TA CUSTOMERQUERY_MYRESULTS_TA CUSTOMERQUERY_MYCALENDAR_T CUSTOMER_MLM CUSTOMERQUERY_MOVEMENTS_CO CUSTOMERQUERY_COLLECTION_MA CUSTOMERQUERY_COUPONS_TAB_ PROFILE_SHOW_PROFILE_TAB PROFILE_SHOW_EDIT_PROFILE_TAB PROFILE_SHOW_MICROSITES_TAB CUSTOMERQUERY_AGREEMENT_TA PROFILE_SHOW_BILLING_ADDRESS_ CUSTOMERQUERY_REFERRED_TAB_ SHOW_BUTTON_NEW_ORDER SHOW_TAB_RECRUITS SHOW_TAB_CALENDAR SHOW_TAB_PROMOTIONS CAN_EDIT_INFORMATION_CUSTOME ENABLE_EXTEND_REGISTRY SHOW_BALANCE_CUSTOMER_SERVI SHOW_BALANCE_INTEGRATOR_CUS SHOW_ISSUES NOTIFICATIONS_SHOW_NEWS_TAB AUTH_SERVICE CUSTOMER_INFORMATION_EXTEND EDIT_ORDERS EDIT_UNDERCOMMAND_CUSTOMER SHOW_AUDIT SHOW_DISCOUNTS SHOW_INFORMATION_PROFILE ORDER_MANAGEMENT_VALIDATE_D SHOW_PERFORMACE_INDICATOR_C SHOW_TRAKING ST_CUSTOMERSERVICE_PASS VIEW_SIDEBAR CUSTOMERQUERY_ISSUES_TAB_SH CUSTOMERQUERY_ORDERS_TAB_S SHOW_TAB_INVOICES CUSTOMERQUERY_BENEFITS_TAB_ ORDER_MANAGEMENT_SHOW_CREA SHOW_SOCIAL_SELLING_SHARE_BU CAN_VIEW_ACTIONS_ORDERS SHOW_ORDERDETAIL_ORDER_COM BUYER_DASHBOARD_SHOW_CREAT BUYER_DASHBOARD_SHOW_REGAIN CUSTOMERQUERY_SHOW_INDICATO CUSTOMERQUERY_SHOW_LIQUIDATI ORDERENTRY_SHOW_UPLOAD_FILE SHOW_CUSTOMER_DASHBOARD_PA ORDER_MANAGEMENT_SHOW_DETA ORDER_MANAGEMENT_SHOW_EDIT_ ORDER_MANAGEMENT_SHOW_GENE ORDER_MANAGEMENT_SHOW_FILTE ORDER_MANAGEMENT_SHOW_SUM ORDER_MANAGEMENT_SHOW_CANC ORDER_MANAGEMENT_SHOW_RETU SHOW_CREDIT_QUOTA_CUSTOMER_ SHOW_WIDGET_COMMENTS WS_INTEGRATION_ACCESS SHOW_LABEL_INVOICES_REPORT SHOW_MOVEMENTPOINTS_CENTRAL SHOW_PAYMENT_FIELDS SHOW_PERFORMACE_INDICATOR_M DOWNLOAD_INVOICE CREATE_DEVOLUTION_FOR_ORDER ORDERENTRY_SHOW_CREDIT_QUOT CUSTOMER_EXPORTDATA SHOW_TAB_COMMISSION CAN_CHANGE_COLUMNS MODIFY_IDENTIFICATION_REGISTRY EDIT_CREDIT_QUOTE PROFILE_SHOW_CREDIT_CUOTA_TA SHOW_DOWNLINE ORDER_EXPORTDATA | Network - Total Consolidated - Events Event - Statistical Events - Calendar Sales - Invoices Treasury - Collection Extact Report v2 Sales - Clients: Network Sales - Clients: Zone Network - New Indicators - General Exports knowledge base knowledge base categories Issues Returns Entry Microsites Event payment Edit order Service Orders Operations Leads Consultants Genealogy Commercial Dashboard Communications Incentives Sales - Clients: Sales Get secure file Deny Landing page Widgets Social network ChatBot parameterization Order qualification Tracking Info Contact Accounting Notes Dashboard Manager Party Issues Orders Business Cards My Fast Start Cash Out Business Strategy Payment Receipt My Network View Order Detail Health Consultant Transfer Order Entry New Consultant Reports Dashboard Commissions Indicators Summary visit Outcome Party Schedule visit Social Party Guests Event type Event Report Visits View Party Close Party Commission Payment Commision Statement Commission Indicators Workflow Definitions SMS Agreements Reason Pending |
Admin | CUSTOMERQUERY_ONLINEPAYMENT WS_ORDER_SENT_ACCESS CUSTOMERQUERY_PUB_ARTICLES_ PROFILE_SHOW_EDIT_PROFILE_TAB PROFILE_SHOW_PROFILE_TAB CUSTOMERQUERY_COLLECTION_MA CUSTOMERQUERY_MOVEMENTS_CO CUSTOMERQUERY_BENEFITS_TAB_ SHOW_TAB_INVOICES CUSTOMERQUERY_ORDERS_TAB_S CUSTOMERQUERY_ISSUES_TAB_SH CAN_VIEW_DYNAMIC_REPORTS CAN_CHANGE_DATE_PORTFOLIO_R SHOW_PAYMENT_FIELDS PROCESS_INTEGRATED_ORDERS PROFILE_SHOW_MICROSITES_TAB WS_INTEGRATION_ACCESS VIEW_VISITS VIEW_SIDEBAR UPLOAD_BUYER ST_CUSTOMERSERVICE_PASS SHOW_TRAKING SHOW_LABEL_INVOICES_REPORT SHOW_ISSUES SHOW_DISCOUNTS SHOW_CUSTOMER_DASHBOARD_PA SHOW_AUDIT SELECT_ZONE_HISTORY SHOW_BALANCE_INTEGRATOR_CUS CENTRALIZED_QUERY_CREATE_PAR SHOW_TAB_PROMOTIONS CUSTOMERQUERY_PARTIES_TAB_S SHOW_TAB_CUSTOMER SHOW_TAB_CALENDAR SHOW_TAB_RECRUITS VIEW_PAYMENTS_CONSULTANT_QU SHOW_TAB_COMMISSION SHOW_PERFORMACE_INDICATOR_M SHOW_PERFORMACE_INDICATOR_C SHOW_MOVEMENTPOINTS_CENTRAL SHOW_CREDIT_QUOTA_CUSTOMER_ SEE_WAREHOUSES_OF_THE_COUNT SHOW_BALANCE_CUSTOMER_SERVI SEE_PROCESS_BUTTON SEARCH_USERS_IN_GOALSDASHBO ROLEACCESS_CHECKLIST_EMAIL EXCLUDE_WEBSERVICE_ORDERMAN CAN_CREATE_NEW_USERS SHOW_BUTTON_NEW_ORDER PROFILE_SHOW_AUTOSHIPPING_TA PROFILE_SHOW_BILLING_ADDRESS_ PROFILE_SHOW_CREDIT_CUOTA_TA CUSTOMERQUERY_COMMERCIAL_IN CUSTOMERQUERY_AGREEMENT_TA CAN_EDIT_INFORMATION_CUSTOME CUSTOMER_LOAD CUSTOMER_INFORMATION_EXTEND CUSTOMER_EXPORTDATA CUSTOMER_EDITION_SHOW_BRANC CUSTOMER_APPROVAL CREATE_DEVOLUTION_FOR_ORDER CREATE_CUSTOMER_BY_OPERATOR CLOSE_INVENTORY CAN_VIEW_PARTIAL_COMMISSIONS CAN_RESTORE_ALL_SYSTEM CAN_REGISTER_NETWORK_CLIENT CAN_INACTIVATE_CUSTOMERS DOWNLOAD_INVOICE CAN_CHANGE_COLUMNS CAN_ACCESS_ONLINEHELPS AUTOCOMPLETE_BILLING_MANGME AUTH_SERVICE ATTEND_ISSUES ALL_TASKS ALL_AUDITS ALLOW_SHOW_AND_ACTIVATE_INAC ADMIN_CUSTOMER_MANAGEMENT ADMIN ADJUSTMENT_ACCESS ADD_ORDER_BY_OPERATOR MASTER_USER_REGISTRATION SEE_AVATAX_COMMIT_ORDER SEE_ALL_THE_WAREHOUSES SCH_PARTY_ACCESS REQUEST_CUSTOMER_TRANSFER REPORT_SCHEDULE_TABS REPORT_SCHEDULE RAFFLES_STATUS RAFFLES_EXPORT RAFFLES_ADMIN ORDER_EXPORTDATA NOT_VALIDATE_MAILGROUP_DATE MODIFY_IDENTIFICATION_REGISTRY CUSTOMERQUERY_CASHOUT_TAB_ LOGISTICS_SERVICE LOAD_SKU_LOCATION LOAD_PICKINGLINE_CONFIGURATIO ENABLE_SHORT_REGISTRY ENABLE_EXTEND_REGISTRY EMAIL_SCHEDULE EDIT_ORDERS EDIT_CUSTOMER_MANAGEMENT EDIT_CREDIT_QUOTE EDIT_CLIENT_DOCUMENT EDIT_CANCEL_TO_NEW EDIT_ANY_CUSTOMER ORDER_MANAGEMENT_SHOW_CANC CUSTOMERQUERY_TAB_BUSINESSIN CUSTOMERQUERY_TAB_PERSONALI COMMITTESCOMERCIAL_COMMISSIO CUSTOMER_MANAGEMENT_WIDGET ORDER_DEVOLUTION_FULL_REFUND CUSTOMERQUERY_RANKINFO_EDIT CUSTOMERQUERY_PERSONALINFO_ CUSTOMER_QUERY_SHOW_SEE_MO CUSTOMERMANAGEMENT_COMMER CUSTOMER_MANAGEMENT_SHOW_N CUSTOMERMANAGEMENT_SEGMENT CUSTOMER_MANAGEMENT_SHOW_N CUSTOMERQUERY_TAB_ADDRESSIN ORDER_COMMENTS_MANAGE_VISIB SERVICE_KNOWLEDGEBASE_ADMINI SERVICE_TICKETS_DETAIL_EDIT ALLOW_PAYMENTS_WITH_BALANCE SHOW_NEW_BACKORDER_STATUSE ORDER_ENTRY_CREATE_BACKORDE SHOW_FIELD_TO_REDEEM_PRODUC ORDER_DETAIL_SHOW_ORDER_DOC ORDER_ENTRY_RENAME_FILES ORDER_DETAIL_SHOW_CREDIT_ACT ORDER_ENTRY_DELETE_FILES ORDER CUSTOMERQUERY_COMMUNICATIO CUSTOMERQUERY_TAB_SECTION_T CUSTOMERQUERY_TAB_SECTION_A CUSTOMERQUERY_TAB_SECTION_R CUSTOMERQUERY_TAB_SECTION_E CUSTOMERQUERY_TAB_SECTION_C CUSTOMERQUERY_TAB_SECTION_P CUSTOMERQUERY_TAB_SECTION_U CUSTOMERQUERY_MYADMINISTRAT CUSTOMERQUERY_MYCALENDAR_T CUSTOMERQUERY_MYRESULTS_TA CUSTOMERQUERY_MYSUPPORT_TA CUSTOMERQUERY_MYBUSINESS_TA LOGIN_AS_USER CUSTOMERQUERY_USERS_TAB_SH CUSTOMERQUERY_HISTORY_TAB_S CUSTOMERQUERY_LIQUIDATIONSU CUSTOMERQUERY_MYCOMMISSION CUSTOMERQUERY_REFERREDPOINT CUSTOMERQUERY_POINTS_TAB_SH CUSTOMERQUERY_BALANCE_TAB_S CUSTOMERQUERY_ACTIVITIES_TAB_ CUSTOMERQUERY_TAB_AUDIT_SHO CUSTOMERQUERY_TAB_SECTION_B CUSTOMERQUERY_TAB_SECTION_R CUSTOMERQUERY_TAB_SECTION_S SHOW_SOCIAL_SELLING_SHARE_BU ORDER_MANAGEMENT_SHOW_CREA ORDERENTRY_SHOW_UPLOAD_FILE ORDER_MANAGEMENT_SHOW_FILTE ORDER_MANAGEMENT_SHOW_SUM SHOW_ORDERDETAIL_ORDER_COM SHOW_WIDGET_DEVOLUTION SHOW_CUSTOMER_SATISFACTION BUYER_DASHBOARD_SHOW_REGAIN CAN_VIEW_ACTIONS_ORDERS SHOW_COMMISSIONABLE_AND_QUA PROFILE_PERSONAL_INFO_SHOW PROFILE_SHOW_GOALS_TAB ORDER_ENTRY_MANAGE_COMMENT BOT_ADMIN SHOW_WIDGET_COMMENTS CAN_RESET_MEMCACHED_ORDERS AUTOCOMPLETE_ALL_PEOPLE SHOW_ORDER_TRACKING SHOW_BUTTON_EXPORT_CLIENT_N SHOW_BUTTON_CREATE_NEW_PAY SHOW_ORDER_EXPORT_FAST CAN_RECALCULATE_NETWORK CUSTOMERQUERY_REFERRED_TAB_ CAN_ACCEPT_CONTRACTS ORDERENTRY_SHOW_CREDIT_QUOT ORDER_MANAGEMENT_SHOW_EDIT_ ORDER_MANAGEMENT_MANAGE_CO ORDER_COMMENTS_SHOW_TITTLE_ ORDER_MANAGEMENT_SHOW_CON ORDER_DETAIL_SHOW_DEVOLUTION ORDER_MANAGEMENT_SHOW_RESU ORDER_MANAGEMENT_SHOW_PRO NOTIFICATIONS_SHOW_FAULTS_AN NOTIFICATIONS_SHOW_MESSAGES_ NOTIFICATIONS_SHOW_NEWS_TAB ISSUES_ADMIN SHOW_TAB_COUPONS_REDEEM ORDER_MANAGEMENT_SHOW_FILE_ CUSTOMER CUSTOMER_MLM ORDER_MANAGEMENT_SHOW_DETA ORDER_MANAGEMENT_SHOW_GENE ORDER_MANAGEMENT_SHOW_CANC ORDER_MANAGEMENT_SHOW_RETU ORDER_MANAGEMENT_VALIDATE_D CAN_PAY_WITH_MERCADOPAGO_CO CAN_PAY_WITH_MERCADOPAGO_OR CUSTOMER_EXPORT_DISTRIBUTORS CUSTOMER_EXPORT_EXTENDED_LO CUSTOMER_EXPORT_LOADABLE | Master Clear Currency Conversion Basic setup Territory Customers Orders Logistics Payments Returns Integrations Issues Party Colors Interaction Permits Schedule Load Files Order Statuses Currency Cycle process Order Entry Legal texts report Audit Manager Tasks Reports Dashboard Tax Rates Online Payments Conciliator Conciliation of payments cash New Consultant Configuration wizard Transfer Health Consultant View Order Detail My Network Contact Business Strategy Cash Out My Fast Start Business Cards Orders ranks AddThis Configuration Campaign To Inactivation Online helps Holidays Dashboard elements Roles Check-List Inconsistency Groups Shipping Fee Identification Type Product History Accounting Notes Payment Receipt Zoning Mail Groups Upload Mail Groups Export MailGroups Mail Plan Environment Variables Workflows AddThis Financial Institutions Processing Triggers Payment Options Payment Conditions Tax Category Collection Centers Procesing Steps Document Ranges document masks Document Features Version Timeline Log Language Dashboard Manager Multilanguage Credit Cards Sequences Logistics - Analysis Event - Statistical Events - Calendar Sales - Day Sales - Invoices Sales - Collection Sales - Canceled Balance - Collection Portfolio - Risk Balance - Movements Receivable - Total Receivable - Detailed Logistics - Compliance Logistics - Year Consolidated - Events Logistics - Freight Logistics - Orders Logistics - Service Logistics - Missing Logistics - Detailed Logistics - Offices Logistics - Delivery Products - History Products - Profitability Products - Detailed Treasury - Collection Treasury - Detailed Picking Lines Integration Exports Payments Export Inventory Warehouses Inventory transfer Inventory Upload Inventory Movements Inventory Adjustment Picking Stock Location Export Stock Location Transport Payments - Detailed Picking Stations Difference Manager Tracking Number Assignment Notifications Report Logistics Report Logistical Information Dashboard - Reports Indicators - General Network - New Network - Total Network - Statistical Red - Categories Edit order Paper order validation Signature Approval Credit assignment Form validation Paper order acceptance Customer validation Generic Step Customer Search Deny Counter offer Get secure file Trade statistics Document Review Centralized Commission Queue External integrations Detailed collection summary Roles legacy message.page.calculateNetwork message.page.calculateIndicators Workflow - Rank Calculation Workflow - Calculate Commissions Workflow - Merge Indicators message.page.returnIndicators Indicators adjustment Invoice movement crossing display Points - Total Wallet - Total: Extended Information Extact Report v2 Logistic - Missing: Persons Sales - Clients: Network Sales - Clients: Zone Sales - Clients: Sales Marketing report Fast Start Custom Reports Quick start: access permissions Make an order Balance Notes Export Referred Tracking Info Inventory Movements Type Order qualification Matrix Location ChatBot parameterization Social network Position manager Our stores Widgets Landing page Customers - Detailed Status Queue Messages Type visit Customer Types Taxes Customer Segments Attached Documents Blacklist Reason Generic Fields Manager units Agreements Auto-responders Report Shipping of Messages SMS Tracking Zones Reports Messages Workflow Definitions Commission Processes Commission Status Types of Accounts Types of Tax Regime Rank Commission Indicators Edit Indicators Commision Statement Commissions History Upload Commission Payment Rules Service Levels Channels Upload Catalog Catalog Report Handling charge Coupons Replicate Catalogs Upload Points Scheme Offers Effectiveness Of Offers Business Strategy Business Strategy Detailed commission Functions Rule Engine Processes Report awards undelivered Raffles Raffle Status Budget Upload Sales Budget Export Sales Budget Dashboard Goals Pending Shipping Fee Automatic processing results Status Priority Online Issues Media Channels Returns Workflow Returns Notes Motives Export Returns Invoice Generation Processing Processing Audit Order History File Upload knowledge base Order processing results Autoshipping Monitoring Balance Conciliator Collection Categories Types Collection Treasury Manager Upload treasury Integrations Settings Payment conciliation Exports Event type Customer Appointment Commissions Indicators Manage Commissions Incentive Groups Continuity Ranks Ranks Continuity Report Visualize historical states Visualize Historical Ranks Sponsor Assignment Party Visits View Event Report Cycles manager Guests Social Party Schedule visit Outcome Party Summary visit Close Party Event payment Microsites Returns Entry Issues Issue Category knowledge base categories |
Permissions for the point-of-sale role
PROFILE_SHOW_GOALS_TAB
PROFILE_SHOW_MICROSITES_TAB
PROFILE_SHOW_PROFILE_TAB
PROFILE_SHOW_PUB_ARTICLES_TAB
RAFFLES_ADMIN
RAFFLES_EXPORT
RAFFLES_STATUS
REPORT_SCHEDULE
REPORT_SCHEDULE_TABS
REPORT_VIEW_FILTERS_BY_ADMIN
REPORT_VIEW_FILTERS_BY_AREA
REPORT_VIEW_FILTERS_BY_COMMERCIAL
REPORT_VIEW_FILTERS_BY_WALLET
REPORT_VIEW_FILTERS_BY_ZONE
REQUEST_CUSTOMER_TRANSFER
SEE_ALL_THE_WAREHOUSES
SEE_DEVOLUTION_COLUMN_ORDERDETAIL
SELECT_OWN_WAREHOUSE
SELECT_ZONE_HISTORY
SHIPPING_VAL_MODIFY
SHOW_AUDIT
SHOW_BALANCE_CUSTOMER_SERVICE
SHOW_BUTTON_CREATE_NEW_PAYMENT
SHOW_BUTTON_EXPORT_CLIENT_NETWORK
SHOW_BUTTON_NEW_ORDER
SHOW_CUSTOMER_DASHBOARD_PAGINATION
SHOW_DISCOUNTS
SHOW_MOVEMENTPOINTS_CENTRALIZEDQUERY
SHOW_PAYMENT_FIELDS
SHOW_PERFORMACE_INDICATOR_MANAGEMENT
SHOW_TAB_BENEFITS
SHOW_TAB_CALENDAR
SHOW_TAB_COLLECTION_MANAGEMENT
SHOW_TAB_COMMISSION
SHOW_TAB_COUPONS
SHOW_TAB_CUSTOMER
SHOW_TAB_GOALS
SHOW_TAB_INVOICES
SHOW_TAB_ISSUES
SHOW_TAB_MOVEMENTS_COMMISSIONS
SHOW_TAB_ORDERS
SHOW_TAB_PARTIES
SHOW_TAB_PROMOTIONS
SHOW_TAB_RECRUITS
SHOW_TAB_REFERRED
SHOW_TRAKING
SHOW_WIDGET_DEVOLUTION
ST_CUSTOMERSERVICE_PASS
6.3.3.2. Dashboard Manager
From this module, you can preset the dashboards, shortcuts, and widgets that each specific role will see on the main screen or portal.
6.3.3.3. Scheduling
From this module, you can schedule the automatic and periodic sending of a specific report to certain users.
6.3.3.4. Audit Manager
From this module, you can apply various filters to audit records and then export a specific report of the filtered records.
6.3.3.5. External Integrations
6.3.3.6. Process Execution
From this module, you can monitor and cancel certain audit processes. You can also apply various filters to audit records and then export a specific report of the filtered records.
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