User Profile Overview

Profiles serve to organize users, defining their customer journey and access permissions within PeakCommerce. Each user is assigned a profile alongside a role, shaping their interactions and privileges upon logging in. While roles determine the broad user experience and view, profiles offer a more detailed level of customization in terms of abilities and permissions. For further insights into roles, refer to the guide on Viewing and Understanding User Roles.

Examples of how users can be grouped based on profiles include:

• Customers, Sales Representatives, and Partners.

• Distinct profiles for different currencies or languages.

• VIP customers granted enhanced capabilities compared to standard customers.

To administer Profiles, proceed to Users > Profiles.

Within the Profiles section, three actions can be performed: Add, Edit, and View.

To create a new profile, click the "Add Profile" button located at the top of the section. Initially, only a name is required to set up a profile, with further modifications to be made afterward.

To modify a profile, select "Actions" followed by "Edit" on the desired profile. Users can adjust settings across seven tabs by toggling the options. Note that not all settings are relevant to every role, and selecting an option may not affect certain roles.

To review a profile's details without making changes, choose "Actions" followed by "View" on the profile. Viewing a profile presents a read-only display similar to the edit mode, allowing users to observe settings without making adjustments.

Profiles encompass settings across seven tabs, tailoring the user experience and permissions:

1. My Account: Manages user account details and permissions to view and handle account-related information such as payment methods and contact details.

   • View the My Account Permission Set

2. My Subscriptions: Controls user access to managing their subscriptions, including actions like updates, cancellations, renewals, or additions.

3. My Customers: Applicable to Account Executives or Partner Account Executives, this tab governs the control Sales Reps/Partners have over their customer or child's accounts and subscriptions.

4. My Cases: Integrates with support ticketing systems, regulating user permissions to view, create, or edit support cases.

5. Pay Invoices: Regulates user ability to view and pay invoices, including permitted payment methods.

6. Configurations: Oversees various settings such as assigned segments, USD Hosted Pages, language, additional currencies, and communication profiles.

7. Currencies: Pertains to additional currencies assigned to the profile, including the assignment of Hosted Pages for foreign currencies.