Setup

The Client Account Summary is used to get an overview of your setup data in Commerce Assistant, such as how many items have been created, which users recently logged on, or which items were recently changed. It is located in the main menu by selecting Setup > Client Account Summary.

A user is an individual in your company who uses Commerce Assistant. In the User portal, administrators add employees and define their login information, contact information, security policies, and access privileges.

An office is a location used by your organization. In the Offices portal, administrators set up offices to control access privileges for users by location. Offices can be configured for specific users in the User portal.

A department is a team in your organization. In the Department portal, administrators set up departments to control access privileges for users by team. Departments can be configured for specific users in the User portal.

A security policy contains login rules for Commerce Assistant users in order to prevent unauthorized access. In the Security Policy portal, administrators set up different levels of security. Each level can enforce different password strength and user lockout rules.

A privilege grants user access rights to features in Commerce Assistant. Privileges are assigned to users in the User portal. Privileges should only be assigned to users to the extent that a business need requires.

Account Setup is used to edit and view the default settings for a Commerce Assistant account. To set up your account, complete the following:

Salesforce Integration via Commerce Assistant is no longer maintained. To integrate Salesforce with our subscription commerce platform, use our Two-Way Salesforce Integration.