How to Manage Groups and Assignments Groups and assignments help you control features and permissions for different users on your site. Here’s a simple guide to creating, assigning, and importing groups in your WordPress Admin area. Creating Groups Go to WP Admin > commercebuild > Group Management. Enter a group name in the “Add/Update Group” […]
Tutorials
Supervisor Role for B2B User Management
We are excited to announce a powerful new feature for our web store platform: the Supervisor Role. This role adds new capabilities for managing B2B users directly through the platform while ensuring control over access to A/R customers and specific store categories. What Makes the Supervisor Role Special? Supervisors are a new type of Sales […]
How to locate order details that are sent as a file
If orders are saved to your server as a file you can look up the order arguments under Programs → XM → SymphonyClient → Orders Do a search for a specific order number and open it in a notepad. If the support team is requesting the file, copy the order details and send it to […]
WooCommerce Roles Management
Role management in WooCommerce is extremely flexible when using the custom commercebuild functionality. In this article, we will walk you through how roles can best be used to manage users in your online e-commerce store. What are roles? User roles in WordPress define the set of permissions and capabilities assigned to each user on the […]
How to use the Hot Deals module
This module creates a rotating carousel of items that are in your webstore. It is perfect for featuring a particular collection of items, best sellers, featured or sale items. Items that are in the Hot Deals Module can be directly added to a customers cart or can act as a link to that item’s product […]
Obtaining Your UPS OAuth Credentials
As of June 3, 2024, interactions with the UPS API require OAuth 2.0 security credentials. Follow the instructions below to obtain yours. 1. Log into UPS Go to https://www.ups.com and log into your account. Once logged in, go to their developer’s portal: https://developer.ups.com 2. Go to My Apps Press on the My Apps link in […]
How to Restrict Product Access by Customer or Group
To set this up, Product Custom Fields are required and a billable add-on. If Custom Fields are not accessible under Catalog > Product Settings, please contact us so that we can assist you further. In this guide, we’ll help you get the custom field set up, as well as activate the custom field for a […]
How to Set up Google Tag Manager
To set up Google Tag Manager, please visit the Tag Manager web site and create an account. Once the account is created, be sure to copy your Container ID, which can be found on the Tag Manager “All accounts” page: Next, navigate to your web store dashboard, and click System > Site Settings. Once you’re […]
Protecting your store from bots
If you find that your web store is experiencing issues with spammy looking registrations or potential carding attempts at checkout, there are a few steps you can take to help prevent those. Enable captcha at checkout Enable captcha at registration Require email validation after registration Enable AVS security options with your payment gateway merchant Cloudflare […]
How to Use Cloudflare Workers to Add 2FA (MFA) to Your Webstore
commercebuild currently does not offer two-factor/multi-factor authentication (2FA/MFA) or single sign-on (SSO). However, there is an alternative way to implement 2FA for a specific number of users using Cloudflare and their Workers. In this guide, we’ll show you how you can implement it. Note that this guidance is mainly for users who would access any […]