Learning resources

Customer Roles

Description: This category explains how customer roles work and how they influence access across the storefront and admin. It covers the difference between standard registered users and administrative accounts, how roles can be used to grant access to specific areas or workflows, and what to check when a user is missing from searches or doesn't have expected permissions. It also clarifies password policy behaviour for administrator accounts versus regular customers, including how to troubleshoot password validation errors by confirming the user's assigned roles and the relevant settings that apply to each type of account.

Status: Incomplete

Status: Incomplete
Tags: customer roles, role-based access, storefront administrator role, platform administrator role, guest and registered users, approval workflow roles, budget manager role, shared print operations access, print operator role, account permission troubleshooting, admin password policy, password validation errors, password length requirements, user role assignment, security settings for accounts