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Set Permissions

An agent can create an order in Customer Service Center. The agent needs the necessary permissions.

  1. Select Administration > Organization > Roles > Permissions role.

  2. Click Business Manager.

  3. Select your site.

  4. Set the following permissions:

    • Orders
    • Customer Service Center

  5. Click Functional Permissions.

  6. Select your site.

  7. Enable the following permissions:

    • Adjust_Item_Price
    • Adjust_Shipping_Price
    • Adjust_Order_Price
    • Delete_Order_Note
    • Create_Order_On_Behalf_Of
    • Search_Orders

  8. Click Locale Permissions.

  9. Check locales to enable them, uncheck to disable them for this role.

  10. Click Apply.

Assign 'Browse On Behalf Of' permission so your agent can use the Storefront to create an order on behalf of the customer.

  1. Select Administration > Organization > Roles & Permissions > **** role.

  2. Click Business Manager Modules.

  3. Select your site.

  4. Enable the following permissions:

    • Orders
    • Customer Service Center

  5. Click Functional Permissions.

  6. Select your site.

  7. Enable the Login_On_Behalf permission.

  8. Click the Locale Permissions tab.

  9. Check locales to enable them, uncheck to disable them for this role.

  10. Click Apply.