Administrators
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
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.
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