User Defaults
The User Default settings in WebAlliance allows Admins and Super Admins to set up specific user settings that will be applied to new users on the site. These setting eliminates the need to individually configure certain settings for new site users.
These settings can be found in the site settings under Users > Defaults.
User Default Template
To utilize the User Default Template, you will need to set Enable User Default Template to true. Once that's enabled, you'll want to configure the User Defaults.
The User Default Template includes but is not limited to:
- Default and Sales Location
- Enable/Disable Address Entry
- Enable/Disable Coupons
- Enable/Disable Credit Cards
- Enable/Disable Pricing and Purchasing
- Enable/Disable 2 Factor Authentication
- Spending Limits
- Country and Time Zone
- Default Item View Selection
- Subscriptions Permissions
Default User Roles
User Roles refer to elements of the My Account page that the User has access to. The Default User Roles setting allows you to choose a set of user roles that each new user will start with.
These roles include:
- Recent Orders
- Recent Quotes
- Purchase History
- Statements
- Backorders
- Invoices
Site Defaults
While the User Default Template is optional, Site Defaults have to be configured. These are the setting that will be use when no others are specified in the account creation process.
These include:
- Default Contact ID (where applicable)
- Default Customer Code
- Default Location
- Default Sales Location
- Default Taker ID
Default Location Settings
If the Default Template is enabled:
Locations set in the default template will be automatically filled in when a user registers themselves.
Locations set in the default template will be automatically filled in when a user is created through the admin panel.
If the Default Template is disabled:
Locations set in the regular site defaults will be automatically filled in when a user registers themselves.
Locations will have to be set up manually when a user is created in the admin.