User roles have predefined permissions in fabric. This page covers the roles as they relate to the Customers application and their unique capabilities within each Customers menu:

  • Admin: Creates and manages customer information, addresses, organizations, groups and organization users.
  • Editor: Creates and manages customer information, addresses, organizations, groups and organization users.
  • Viewer: Browses customer information in Customers. Viewers cannot make changes to customer information.

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Customers

The Customers page allows users to manage and/or view customer account information. Customer accounts will often include personally identifiable information such as name, email, phone number and addresses.

Viewers can see customer account information including addresses and tags, while editors and admins can view and edit customer account information. To edit a customer click on a row in the Customer List to navigate to the customer detail page. Then click on the Edit link located in the top right of the screen.

To view and manage addresses locate Manage Addresses on the top right of the screen of a customer detail page. You’ll find two tabs Shipping Addresses and Billing Addresses. Select the tab that you wish to view or manage. To edit an address hover over an address with your cursor and click the pencil icon. Once you have performed your edits press the Confirm button, and then the Save button located at the top of the screen.

See the links below to learn how role-based access control works within fabric’s individual products.

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Managing UsersExperiences Roles