Frisbii Media GmbH Knowledge Base

Content of this article

Preliminary Remarks
Create User Groups
Explanation of User Rights
Examples of User Groups
4.1 First Level Customer Support
4.2 Second Level Customer Support
4.3 Product Manager

1. Preliminary Remarks

User groups control the rights of Merchant Backend users. It is possible to specifically enable individual areas of the Merchant Backend. Some rights are dependent on each other - the required rights are automatically activated.
In addition, if several clients exist in the Merchant Backend, the user group controls which of these clients the authorizations apply to.

A user group must exist before a user can be created, as users must always be assigned to a user group.

2. Create User Groups

Click on Add a user group.
Define a Name*.
Select a client*. Defines for which clients the user group is created.
Optionally, a description can be added.

3. Explanation of User Rights

In addition, if several clients exist in the merchant backend, the user group controls which of these clients the authorizations apply to.

Before a user can be created, a user group must exist, as the users must always be assigned to a user group, and the user rights that can be selected largely reflect the menu items in the merchant backend.

Note: If new functions in the merchant backend create new authorization areas, these are assigned the None permission by default and can then be adapted for user groups.

4. Examples of User Groups

4.1 First Level Customer Support

Answering simple customer inquiries
Manage basic customer data
Complete standard support tasks
Record and document incidents
Escalate more complex problems

Group	User Right	Explanation
Customers	Search and retrieve customer data	Basis for support activities
Customers	Search and retrieve addresses	For checking customer information
Customers	View access rights	For checking customer access rights
Customers	Search and retrieve payment methods	For identifying payment issues
Customers	Retrieve customer wallet details	For checking credits
Activities	Browse customer activities	For tracking customer activities
Activities	Create customer activities	For documenting support processes
Invoices	Search and retrieve invoices	For clarifying billing issues
Invoices	Resent invoices	In the event of non-receipt by the customer
Orders	Search and retrieve orders	For checking the order status
Products	Search and retrieve offers, offer components and rules	For retrieving information about available products
Subscriptions	Search and retrieve subscriptions	For checking subscription details
Support	View support access status	For checking support status
In-App Purchases	Search and retrieve In-App Purchases	For checking In-App purchases
Logs	Search and retrieve mail log	For checking e-mail dispatch
Logs	Search transactions
Vouchers	Search and retrieve voucher campaigns	For retrieving information on current campaigns

4.2 Second Level Customer Support

Processing of complex customer inquiries
Comprehensive customer data management
Resolving escalated issues
Handling special exceptions
Making goodwill decisions

Group	User Right	Explanation
Customers	Search and retrieve customer data	Basis for support activities
Customers	Create and update customer data	Necessary for comprehensive customer service
Customers	Search and retrieve addresses	For checking customer information
Customers	Create and update addresses	For changing addresses in case of more complex cases
Customers	View access rights	For checking customer access rights
Customers	Create, update and delete access rights	For advanced customer rights customizations
Customers	Search and retrieve payment methods	For issue solving in case of payment issues
Customers	Create, update and delete payment methods	For updating payment information
Customers	Retrieve customer wallet details	For checking credits
Customers	Manage customer wallets	For credit balance adjustments in special cases
Customers	Delete customer profiles
Merchant Checkout	Start and complete Merchant Checkout in the customer account	For manual orders on behalf of the customer
Merchant Checkout	Manage checkout discounts	For goodwill credit notes
Activities	Browse customer activities	For tracking customer activities
Activities	Add customer activities	For documenting support processes
Invoices	Search and retrieve invoices	For clarifying billing issues
Invoices	Manage invoices	For correcting invoices
Invoices	Cancel invoices	For justified reimbursement cases
Invoices	Resend invoices	In the event of non-receipt by the customer
Orders	Search and retrieve orders	For checking order status
Orders	Manage orders	For changes and resending confirmations
Products	Search and retrieve offers, offer components and rules	For retrieving information on available products
Subscriptions	Search and retrieve subscriptions	For checking subscription details
Subscriptions	Manage subscriptions	For making changes on running subscriptions
Subscriptions	Cancel subscriptions	For the processing of cancellation requests
Support	View support access status	For checking support status
Support	Manage support access status	For activating/deactivating the support access
In-App Purchases	Search and retrieve In-App Purchases	For checking In-App Purchases
Logs	Search transactions	For tracking payment issues
Logs	Search and retrieve mail log	For checking e-mail dispatch
Logs	Search and retrieve callback log	For checking technical issues
Vouchers	Search and retrieve voucher campaigns	For retrieving information on current campaigns

4.3 Product Manager

Product range design
Pricing
Voucher and discount campaigns
Configuration of applications and features
Reporting analysis

Group	User Right	Explanation
Customers	Search and retrieve customer data	For insight into customer data for product decisions
Products	Search and retrieve offers, offer components and rules	For checking the current products
Products	Manage offers, offer components and rules	Main task for designing the product range
Vouchers	Search and retrieve voucher campaings	For checking current campaigns
Vouchers	Manage voucher campaigns	For creating marketing campaigns
Analytics	Search and retrieve analytics data	For analyses and decision-making
Settings and Templates	View Templates	For understanding the current communication
Settings and Templates	Manage Templates	For customizing e-mail templates and text modules
Settings and Templates	View application configuration	For overviewing existing application settings
Settings and Templates	Modify application configuration	For configurating application settings
Settings and Templates	View additional data settings	For extended analysis options
Settings and Templates	Modify additional data settings	For defining additional data fields
Settings and Templates	View mail configuration	For checking the e-mail configuration
Finances	View payment method settings	For checking available payment methods
Finances	Modify payment method settings	For customizing the payment methods
Finances	View process control settings	Fo understanding the payment processes
Finances	View order confirmation settings	For an overview of customer communication
Finances	Modify order confirmation settings	For customizing the order confirmation

Further entries:

- Create Users

- 2-Factor-Authenticator for backend users