Setup

Explore Client account summary and learn how it supports your work in Cleverbridge.

A user is an individual in your company who uses Commerce Assistant.

An office is a location used by your organization.

Explore Departments and learn how it supports your work in Cleverbridge.

A security policy contains login rules for Commerce Assistant users in order to prevent unauthorized access.

A privilege grants user access rights to features in Commerce Assistant.

Account Setup is used to edit and view the default settings for a Commerce Assistant account.

Salesforce Integration via Commerce Assistant is no longer maintained.