PrestaShop allows you to assign specific duties and rights to each employee helping to manage the store. For example, the administrator will have access to the entire store, without restriction, while an employee can only have access to the catalog or orders. To configure this feature, go to the “Employees” tab.
Here you can discover all the accounts that have access to your store. By default you will find the account that was created during the store’s installation, which is automatically set as Administrator. The Administrator has access to all of PrestaShop's features without restriction.
At the bottom is the "Employee Options ” This section allows you to set the time elapsed before PrestaShop asks you for a new password in order to use the back office of your store.
Profiles are ways for you to give more or less rights to your store's employees – because a translator should not have access to the same areas than a salesman has.
To create new profiles, click the "Profiles" sub-tab. You arrive at a page summarizing all the profiles in your store, as shown in the screenshot below.
By default, four profiles are registered: "Administrator", "Logistician", "Translator" and "Salesman".
Click the "Add New" link to access this form:
For this example we will create the profile "Preparer of Orders" by completing the "Name" field. Once entered click "Save." It will then appear in the list of profiles.
We will now assign permissions to this new profile. To do this click the sub tab "Permissions". A drop-down menu appears; by default, it displays rights for the Administrator profile... which cannot be changed, so you have to choose the profile you just created in the menu.
A list of 81 criteria appears.
For each of these criteria you have 5 options:
- View. Enable employee to only view information.
- Add. Enable employee the possibility to add new information.
- Edit. Enable employee the possibility to change information.
- Delete. Enable the employee to delete information.
- All. Enable all the above options for the current row.
At the top of each column, a checkbox makes it possible to have all the column's checkboxes checked at once. If you click on the All checkbox, all the checkboxes for all rows get checked. You can then uncheck selected rows rather spend time checking each needed rows one by one.
To avoid mistakes during the configuration of your profiles, PrestaShop automatically saves your settings every time you make a change. Once you have assigned the profile rights, you can return to the "Employees" tab.
On the “Employee” tab, click the "Add New" link.
Fill in all fields (first and last name, password, e-mail address, etc.), and at the bottom of the form select the profile for your employee.
This will then apply the permissions configured.
Validate by clicking on "Save." Congratulations! You just created a new account that can be used by one of your employees.
When the employee logs in, only the tabs that have been configured as accessible to them will be displayed.
It is better to create an account for each of your employees. To do this, go to the tab "Employees".
You can create new tabs for other functions in your store. On the first page, you will see a list of all the tabs in your Back Office.
At the bottom of the page, you will find a tool to help you customize the tabs' positions.
You have access to both tabs and sub-tabs. They are placed according to their order and position in the current tab system. You can change a sub-tab's parent tab by editing it and using the "Parent" drop-down menu.
Click the arrows in order to change a tab or sub-tab position.
Click on “Add New” to create a new tab.
Define a name, and give it a class. You can assign it an graphic icon.
Choose which existing tab is connected to this tab before saving it. If you choose "Home", then this will be a top-level tab. If you choose "None", you won't be able to reach the tab.
To facilitate communication with your clients, you can create multiple contact accounts. For example: customer service, technical support, sales department, etc. This feature allows your customers to directly contact the right person according to his needs. To contact the appropriate division of your store, the customer clicks on the "contact" icon which is at the top of the page, or on the link "Contact Us" at the bottom of the page. He then arrives at the form below.
He is then asked to choose the service he wishes to contact, to indicate his email address and then complete the message. He can indicate which is the order he wants to discuss, and even the product from that order.
In order for the message to be redirected to the intended recipient, you must configure the contacts in your shop.
By clicking on the "Contacts" sub-tab, you access the contact list already created.
You can edit a couple options at the bottom of the page: whether the customer can attach a file to his message (this can be useful in the cas of bugs), and the default message (keep it simple, so that it can adapt to many situations, even if it needs a little editing for each case).
To create a new contact, or edit an existing one, go to the “Contacts” sub-tab under the “Employees” tab.
- Add a title/name for this contact.
- Indicate its e-mail address (it can be the same as another contact).
- Indicate if the e-mail is to be saved in the "Customer Service" tab (see below).
- Give a description. Make it short, as it is displayed to the customer in the contact form.
PrestaShop enables you to centralize all the customers' request within its confines. This helps you keep track of which threads needs answering, rather than having to check with all the recipients of the mail to check if someone did answer it – provided the contact used has its "Save in Customer Service?" option set to "Yes", otherwise the message is simply sent to the contact's e-mail address.
Each contacts has its own section, where you can quickly see if a there are new messages.
Each message is to be handled through a complete interface.
- You can forward the request to another shop employee, who will receive a notification.
- You can find the details from the request: name or customer, complete order, and finally the message itself. Click "Reply to this message" in order to start the discussion (the form will display your default message, as set in the "Contacts" sub-tab).
- You can manage the request's status using the 4 buttons on the right: keep it unanswered, mark it as handled, and two "pending" statuses, for internal use.