1. Commerce
  2. Site Management Tools
  3. Users and Roles in Site Management Tools

Users and Roles in Site Management Tools

Any user who manages website content with Site Management Tools must have a valid NetSuite user account and also be assigned a role that provides sufficient permissions for Site Management Tools. The two roles that provide these permissions by default are:

Since only a limited number of users are assigned to an administrator role, any non-administrative user who manages content should be assigned the Store Manager role or a custom role with Site Management Tools permissions. For more information, see NetSuite Users & Roles.

Permissions for an Existing Role

As an alternative to assigning a Store Manager role or Administrator role to a user who manages websites, you can instead add permissions to a NetSuite custom role. This enables users assigned the custom role to manage website content without the need for the store manager or administrator role assignment. Add the following permissions to any custom role used for managing site content with Site Management Tools.

Note:

By default, the Theme Customizer is available only to the Administrator role. Any user using a role that does not have permission to use the Theme Customizer will not see the option in the menu. If your Store Manager role or custom role requires access to the Theme Customizer, you need to customize the existing role and add the custom role to the script deployments listed below.

  • customdeploy_ns_sc_ext_mech_services

  • customdeploy_ext_mech_emb_endpoints

To add a custom role, go to Customization > Scripting > Script Deployments and select Edit beside the script. From the Audience subtab select your custom role from the Role field. For more information about customizing a role, see Customizing and Creating Roles.

For more information about script deployments, see Script Deployment Script Deployment.

Lists

Setup

You cannot edit a NetSuite standard role, but you can use it as the basis of a new custom role. For detailed instructions and best practice for customizing a NetSuite role, see NetSuite Roles Overview.

Custom Record Permissions for Custom Roles

To ensure any custom employee roles that are used in your account to log in to Site Management Tools can edit and create CMS content in Site Management Tools, the permission access level for each of the custom records listed below must be set to Full.

Also, to ensure any custom customer roles that are used in your account to access your web store can browse and shop your web store, the permission access level for each of the custom records listed below must be set to View.

To change the custom record permission access level for custom employee roles:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Beside the custom employee role that’s used to log in to Site Management Tools, click Edit.

  3. Select the Permissions tab.

  4. Select the Custom Record subtab.

  5. In the Level column, set the access level for the following custom records to Full.

    • CMS_HTML

    • CMS_IMAGE

    • CMS_MERCHZONE

    • CMS_MERCHZONETWO

    • CMS_TEXT

  6. Click Save.

To change the custom record permission access level for custom customer roles:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Beside the custom customer role that’s used to browse and shop your webstore, click Edit.

  3. Select the Permissions tab.

  4. Select the Custom Record subtab.

  5. In the Level column, set the access level for the following custom records to View.

    • CMS_HTML

    • CMS_IMAGE

    • CMS_MERCHZONE

    • CMS_MERCHZONETWO

    • CMS_TEXT

  6. Click Save.

For more information about custom records, see Custom Record for Custom Content Type.

Log In

Note:

Site Management Tools does not currently support SAML SSO for SMT users.

Use one of the two following options to log in to Site Management Tools:

Log In to NetSuite to Access Site Management Tools

You can log in to Site Management Tools by first logging in to your NetSuite account and changing to a role that has website management permissions. Then go to your website and press the Esc key, if the feature is enabled, or go to the SMT admin URL. The Site Management toolbar now displays.

For more information about the Esc to Login feature and the admin URL, see Disable Esc Key to Log In.

Log In to Site Management Tools from your Website

You can log in to Site Management Tools from your website by using your NetSuite user name and password. When you log in, Site Management Tools checks to see which roles you are assigned. If you are assigned only one role with sufficient permission, then that role is automatically selected for the session. If you are assigned more than one role with permission, then a list of roles is displayed, and you select the role to use for the session. If you are assigned no roles with Site Management Tools permissions, then a message is displayed that you do not have a proper role for managing content.

To log in to Site Management Tools from your website, go to the website and press the Esc key, if the feature is enabled or go to the admin URL.

For more information about the Esc to Login feature and the admin URL, see Disable Esc Key to Log In.

Sign Out of Site Management Tools

Signing out of Site Management Tools helps maintain the security and integrity of your website by preventing unauthorized access. When you sign out of Site Management Tools, you are also signed out of your NetSuite account.

To sign out of Site Management Tools:

  1. Point to the User Portlet.

  2. Click Sign Out on the dropdown menu.

Note:

After 160 minutes of inactivity, a user is automatically signed out of Site Management Tools.

Disable Esc Key to Log In

Available in the Elbrus release of Commerce web stores and later.

The Escape to Login feature lets you specify if you want to access Site Management Tools by pressing the Esc key or by going to the admin URL.

See Configuring Escape to Log In.

Related Topics

General Notices