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How to assign security role on checkout

Last updated on 2021-03-30 1 mins. to read

To assign one or more security roles (e.g. "Role1") during checkout, you must first authorize the role under the Configuration > Security menu. You can allow a single role or all the roles belonging to a Role Group. Role Groups are simply logical grouping and can be configured under the persona bar Manage > Roles page. This security feature prevents employees from creating product action rules to grant themselves higher level roles (e.g. “Administrators” role).

You must first enable the Checkout feature under Configuration > General to enable this functionality. To assign the role for every checkout, you need to create an action rule under Configuration > Checkout menu. Under the Action tab, make sure the Run action on checkout checkbox is selected. For the Place order action rule, select Basic. Click on Add new and select Grant role and choose the role to assign. Click OK and the Save. You can assign multiple roles by repeating the Add new action step.

To assign the role only when a specific product is purchased during checkout, you need to create an action rule under Catalog > Products menu for the desired Product variant. Under the Action tab, for the Place order action rule, select Basic. Click on Add new and select Grant role and choose the role to assign. Click OK and the Save. You can assign multiple roles by repeating the Add new action step. 


 

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