Administrators

Nettailer allows you create as many administrators as you need & assign roles accordingly.

Click "Create" to add a new administrator. Once you have done this, an administrator form will open.

You will have three tabs to select from - "Contact Info", "User Info" and "Connected customers".

Contact info Tab

Enter the administrators contact information.

Delivery site

The delivery address is important as this is the backup address if couriers cannot deliver to the delivery address on a white label order. You can also select a default delivery site for this specific user with the drop down selector (this will auto populate the address fields below it)

Profile

Here you can upload images, signature and give the administrator a titel.

User info Tab

Name
What it does

Nettailer ID

The administrators system ID

Active

Allows the administrator to log on.

Username

Set the administrators username.

Roles

Administrator - gives the user complete access to all settings, prices & features.

Seller - gives the user the ability to log on as customers and place orders on their behalf.

Order email cc

Add an email address here for "Order notifications" to be sent to from customers allocated to this account (can be the same email address used for admin login).

Export ID

Add a unique ID to identify this admin in any exports they may be included in.

Landing page

Select the landing page for this admin when they log in. Choose between "Dashboard" and "Orders".

Can only login with managed customers

Restricts this admin to only loggining into customers that are assigned to them.

Show only orders from managed customers

Restricts this admin to only view orders from customers that are assigned to them.

Allowed to create PO

Grants permission to this admin to create (and send) PO's (on by defult).

Allowed to publish quotation

Activate if the administrator is allowed to publish quotes for customers.

User can publish/approve quote up to value

Set breakpoint here for the value that administrators have the right to publish quotes up to. Value 0 = unlimited rights. Value > 0 is used as the limit for publishing.

Add as CC on purchase order email

Activaate this checkbox if this administrator should have cc on purchase order emails to suppliers.

Allowed IP addresses

Specify the IP addresses you want to apply to the above restriction

Two-factor authentication notes...

Two-factor authentication uniquely identifies a user using a combination of two different parts. In our case, the parts consist of username / password (something that the user knows) and a time-based code (which only the user can generate). This means that usernames and passwords themselves are not sufficient to log in and thus are offered extra security in case the login information falls into wrong hands.

Allow two-factor authentication - the administrator / seller is allowed to log in via two-factor authentication. In order to use this functionality, the user must be equipped with a client. Recommended clients for mobile phones are "Google Authenticator" or "Authy". To continue with this setting, go to "My profile"

Allow reset two-factor - can only be activated by Netset.

Security

Here you can activate if the administrator should receive email notification if customers emaildomain changes.

Connected customers tab

Here you can see which customers and/or customer groups that this administrator is connected to as a Sales person.

Last updated