Feature
Use the Managing Feature Settings page to create feature settings. Each feature setting is a collection of site features. Once you create and name settings, you can assign them to your shoppers. Feature settings let you allow or deny access, such as the ability to view order history or view budget information. The Default Feature settings let you make changes that can be used to accommodate most of your shoppers. However, you can create additional settings, if needed.
Click Customer Settings and Select Feature.
The Select Setting drop down box defaults to display the New Feature Setting option. You can add, edit or delete settings.
To add a new setting, leave the Select Settings box to the New Feature Setting option. Click the Setting Name box and enter a name for the new setting. Go to Step 3.
To rename or edit an existing setting, click the down arrow in the Select Settings box and select the setting to change. Then click the Setting Name box and enter the new name over the existing name. Go to Step 3.
The Default setting name has been added for your convenience. To alter Default settings, click the down arrow in the Select Settings box and choose Default. Once you have edited the Default setting, we recommend you do not make further changes to this setting. Go to Step 3.
To delete an existing setting, click the down arrow in the Select Settings box and select the setting to remove. Click Delete. At the Do You Want to Remove This Setting prompt, click OK. Feature settings cannot be deleted if they are currently assigned to a shopper.
Click the General and Enhanced Content tabs to enable your feature settings. Click the check box corresponding to each feature to enable. Leave the check box blank to disable it.
General Tab
Setting Name
Order from Catalog
Access Quick Order
Access Order History
View Multi-Department History
View Saved Orders For
Order History Date Range
Allow Multi-Department Ordering
Allow Online AR Remittance
Access Machine Matching
Machine Matching Tool Data
Access Budgets
Display Available Budgets
Allow Credit Card Edit
Microsite Access
Enhanced Content Tab
Enable Enhanced Content
Choose Content for Quick Search
Choose Content for Advanced Search
When finished, click Update to save an existing setting or click Save to save a new setting.
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