Customers, Outlets and Users

The Customers, Outlets and Users module lets you manage your assigned customers, so you can:

• Maintain details of your assigned outlets, and the customer users associated with the outlets.

• Self-assign customers to your user profile (requires an additional permission).

• Select from your assigned customer, outlet and user details during configuration and populate the design.

• Allow the selected customer, outlet and user details to be passed to the cart, so that finished output can be delivered to their address or sent to their email account.

Note: Contact Elateral to enable this module for you.

My Customers

Typically, your Customers are assigned to you by your administrator. Depending on the permissions set, you can:

• Add, edit and delete Outlets of your Customers

• Add, edit and delete Users of their Outlets

To access the My Customers option:

• Select My Account > My Customers.

Managing Outlets

If you have the appropriate permission to manage outlets, then the Add Outlet button, plus the Edit and the delete outlet icons will be visible. To add a new Outlet:

1. Select Add Outlet for the required Customer.

2. The add outlet fly-out appears.

3. Add the required address information.

4. When all details have been entered, select Add in the top right-hand corner.

To edit an existing Outlet:

1. Select for the Customer whose Outlet you want to edit.

2. Select for the Outlet that you want to edit.

3. The edit outlet fly-out appears.

4. Make the required changes to the address information.

5. When all changes have been made, select OK in the top right-hand corner.

To delete an Outlet:

1. Select for the Customer whose Outlet you want to delete.

2. Select for the Outlet that you want to delete.

3. Select Yes to confirm the delete.

Managing Users of a Customer/Outlet

If you have the appropriate permission to manage users, then the Add User button, plus the Edit and the delete user icons will be visible. To add a new User for a Customer/Outlet:

1. Select for the Customer to which you want to add a new User.

2. Select Add User on the Outlet to which you want to add a new User.

3. The add user fly-out appears.

4. Add the user's details.

5. Select Add in the top right-hand corner.

Note: An invite email will be sent to the user automatically when the first collection is shared with them.

To edit an existing User for a Customer:

1. Select for the Customer whose User you want to edit.

2. Select for the Outlet whose Users you want to edit.

3. Select for the User that you want to edit.

4. The edit user fly-out appears.

5. Make the required changes.

6. When all changes have been made, select OK in the top right-hand corner.

To delete a User:

1. Select for the Customer whose Users you want to delete.

2. Select for the Outlet whose Users you want to delete.

3. Select for the User that you want to delete.

4. Select Yes to confirm the delete.

Collections

Collections are used to collate different content items together. They can then be shared with your assigned Customer users and System users.

Note: Contact Elateral to enable this module for you.

My Collections

Access to your collections is via the My Collections option. This is where you can:

• View, add, edit and delete a collection.

• Manage the content items inside a collection.

• Control the sharing of collections with Customer users and System users.

• View collections shared with you by other users.

Note: It is not possible to edit, duplicate or delete a shared collection or possible to edit, duplicate or move items within a shared collection.

Managing Collections

To add a new Collection:

1. From the My Account menu, select My Collections.

2. In the top-right corner, select Add a New Collection.

The New Collection window opens.

3. Enter a name for the new collection.

4. In the Header Image section, use the Select Header option to display a library of Header images made available by the administrator.

5. Select a header image for your collection. Note: If you do not choose a header image, then an image will be created for the collection using the thumbnail images of the assets within the Collection.

6. Select Create in the top right-hand corner.

To view a Collection:

• Select the Name of the required Collection.

The Collection is displayed (showing the items in the collection).

To delete an item from a Collection:

1. Select the Name of the required Collection.

2. In the Collection Items tab, select the X on the item.

3. Select Yes to confirm the delete.

To move an item within a Collection:

1. Select the Name of the required Collection.

2. In the Collection Items tab, select and hold the icon on the item.

3. Move the item to the required position in the collection.

To add one or more items to a Collection:

1. Select the Name of the required Collection.

2. In the Collection Items tab, select Add Item(s).

3. The Select item(s) fly-out appears.

Items that are highlighted in blue are already added to the collection.

4. Select items to add them to the collection.

To deselect an item, click it again.

The fly-out title bar displays the number of items selected.

5. Select OK to add the new items to the collection. The collection is redisplayed and shows the new items added.

To edit the Collection details:

1. Select for the Collection that you want to edit.

2. Make the required changes.

Note: A Header image can be removed from a collection by selecting the Remove option

3. Select Save in the top right-hand corner

To copy a Collection (including the items in the collection):

1. Select for the Collection that you want to copy.

2. Alter/edit the copied collection name, as required.

3. Select or remove the Header image as appropriate.

Note: A Header image can be removed from a collection by selecting the Remove option

4. Select Save in the top right-hand corner

To delete a Collection:

1. Select for the Collection that you want to delete.

2. Select Yes to confirm the delete.

Sharing Collections with a Customer user

To share a Collection with a Customer user:

1. From the My Account menu, select My Collections.

2. From the Name column, select the required Collection.

3. Select the Shared: Customer Users tab.

4. Select Select User.

5. From the Add User fly-out, select the required Customer user.

6. Select Share.

Note: An invite email will be sent to the user automatically when the first collection is shared with them.

Sharing Collections with a System user

To share a Collection with a System user:

1. From the My Account menu, select My Collections.

2. From the Name column, select the required Collection.

3. Select the Shared: System Users tab.

4. Select Select User.

5. From the Select User fly-out, select the required System user.

6. Select Save.

Self-assigning Customers when sharing a collection

To share a Collection with a user of a Customer not currently associated with your account (Note: This requires the Can Self Assign Customers permission):

1. From the My Account menu, select My Collections.

2. From the Name column, select the required Collection.

3. Select the Shared: Customer Users tab.

4. Select Select User.

5. From the Add User fly-out, select the Assign New Customer option.

6. The Assign Customer fly-out appears.

7. Select the required Customer, select Save

8. The Add User fly-out appears with the selected Customer from above added.

9. Select the required Customer user.

10. Select Share.