8.3.2 Assigning WebSphere Commerce Payments access roles
Four roles in the Payments framework have relative mappings to corresponding roles in WebSphere Commerce. When you create users in WebSphere Commerce, first assign the WebSphere Commerce roles to those users. The users will display in the Payments UI, where you can assign them their corresponding Payments roles. Table 8-2 maps the Payments user roles to corresponding WebSphere Commerce roles.
Table 8-2 Role mapping
Payments role
WebSphere Commerce role
Payments Administrator
Site Administrator
Merchant Administrator
Seller Administrator
Supervisor
Operations Manager
Clerk
Operations Manager
Payments Administrators and Merchant Administrators can manage WebSphere Commerce Payments. Supervisors and Clerks are financial roles that do not administer WebSphere Commerce Payments, but they do manage the payment processing functions. Table 8-3 lists the responsibilities for each Payments role.
Table 8-3
Role
Responsibilities
Payments Administrator
Define Merchant Administrators, Supervisors, and Clerks
Configure merchants and their cassettes
Identify the Payments host name and status
Configure any installed cassettes
Add, delete, and update event listeners
Settle payments
Approve of sale orders
Issue credits and reverse credits
Deposit orders
Search for orders and batches
View daily batch totals
Merchant Administrator
Define Merchant Administrators, Supervisors, and Clerks
Configure payment cassette settings
Add, delete, and update event listeners
Supervisor
Settle payments
Approve of sale orders
Issue credits and reverse credits
Deposit orders
Search for orders and batches
View daily batch totals
Clerk
Settle payments
Approve of sale orders
Issue credits and reverse credits
Deposit orders
Search for orders and batches
View daily batch totals
Role definitions
Note: When WebSphere Commerce is installed, the WebSphere Commerce Site Administrator is assigned the role of Payments Administrator automatically.
To assign a WebSphere Commerce Administrator to a Payments role:
1. Log on to the WebSphere Commerce Administration Console using the Site Administrator ID created during instance creation.
2. From the Administration Console Site/Store selection page, select Site.
3. From the Payments menu, select Users.
4. On the User Search page, enter selection criteria and click Search.
This displays a list resembling Figure 8-5.
Figure 8-5 Payments: Users list page
5. Select an appropriate user by clicking the user name.
6. From the Merchant list, select one or more stores that this user's role will cover.
7. Select a Payments role for the user by clicking the appropriate radio button.
8. Click Update.
9. Click the straight arrow on the right side of the page to return to the Users list. The selected merchants and roles are now displayed.
We assigned the role of Merchant Administrator to each of the sellers that were just created (Figure 8-6).
Figure 8-6 Merchant administrators
Important: If you assign a Payments role to a WebSphere Commerce user and later want to delete or rename the logon ID of this user, remove the user's Payments role before you delete or rename the WebSphere Commerce user's logon ID.
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