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User Guide
The information contained in this section applies to IBM WebSphere Commerce Version 7.0.0.9 and Feautre Pack 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in new editions.
Administering
Overview of administering a WebSphere Commerce site
In WebSphere Commerce the person who performs administrative tasks is called a Site Administrator. The Site Administrator installs, configures, and maintains WebSphere Commerce and the associated software and hardware. The administrator responds to system warnings, alerts, and errors, and diagnoses and resolves system problems. Typically, this person controls access and authorization (creating and assigning members to the appropriate role), manages the Web site, monitors performance, and manages load balancing tasks. The Site Administrator might be responsible for establishing and maintaining several server configurations for different stages of development such as testing, staging, and production. The Site Administrator also handles critical system backups and resolves performance problems.
Organization Administration Console
The Organization Administration Console enables administrators to manage organizations, business users and member groups. Access Control policies can also be managed and approval requests can be processed.
Users
When a user first accesses an e-commerce site and is browsing product pages, the user is running as a generic user. The generic user has a common user ID (-1002) that is used across the entire system. The use of a common user ID on the site minimizes system resource usage. Once the user performs an operation that requires a unique identity, for example, adding a product to the shopping cart, the user is converted from a generic user to a unique guest user. A guest user has a unique user ID, but no password. This user implicitly belongs to the Default Organization and does not have any roles in the site. Depending on the business model of the store, and the access control policies, the user may be able to do other operations on the site, for example, placing an order. Both the generic user and a unique guest user have the registration type of "G" (Guest user). If the guest user registers to the current store, then the user is converted to a registered user, and any assets that the guest user owned will now be owned by the registered user.
Assigning customers to a customer service representative
Use the Organization Administration Console to assign customers to a customer service representative.

Assigning customers to a customer service representative

Use the Organization Administration Console to assign customers to a customer service representative.

About this task

Assigning customers to a customer service representative only affects how ticklers are assigned in the IBM Sales Center for WebSphere Commerce.

Procedure

Open the Organization Administration Console.
From the Access Management menu, select Find Users.
Select Customer Service Representative from the Roles list, provide any other search criteria, and click Find.
Select the customer service representative and click Assign Customers.
Select customers as follows:
1. To assign an existing customer territory group, select Customer territory groups from the Select view list, locate and select the group from the Select customer territory group list, and click Add. Repeat this step for each customer territory group that you want to assign to the customer service representative.
2. To assign an existing customer organization, select Organizations from the Select view list, locate and select the organization from the Select organization list, and click Add. Repeat this step for each customer organization that you want to assign to the customer service representative.
3. To assign an existing individual customer, select Users from the Select view list, locate and select the customer from the Select user list, and click Add. Repeat this step for each customer that you want to assign to the customer service representative.
Click OK to complete the assignment.