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User Guide
The information contained in this section applies to IBM WebSphere Commerce Version 7.0.0.9 and Feautre Pack 8. The documentation also applies to all subsequent releases and modifications until otherwise indicated in new editions.
Administering
Overview of administering a WebSphere Commerce site
In WebSphere Commerce the person who performs administrative tasks is called a Site Administrator. The Site Administrator installs, configures, and maintains WebSphere Commerce and the associated software and hardware. The administrator responds to system warnings, alerts, and errors, and diagnoses and resolves system problems. Typically, this person controls access and authorization (creating and assigning members to the appropriate role), manages the Web site, monitors performance, and manages load balancing tasks. The Site Administrator might be responsible for establishing and maintaining several server configurations for different stages of development such as testing, staging, and production. The Site Administrator also handles critical system backups and resolves performance problems.
Organization Administration Console
The Organization Administration Console enables administrators to manage organizations, business users and member groups. Access Control policies can also be managed and approval requests can be processed.
Member groups
A member group is a grouping of members - users, organizations, or other member groups - used for various business purposes. Two kinds of member groups exist: implicit and explicit. An implicit member group contains users that share common attributes and are therefore considered members of a specific member group. An implicit member group specifies criteria on attributes that users must satisfy in order to be considered members of that member group. You can also explicitly exclude certain users although they satisfy the criteria. An explicit member group contains explicitly assigned users, who may or may not share common attributes. A member group can be both implicit and explicit at the same time.
Customer service representative groups
Member groups of type customer service representative group are intended for defining teams of customer service representatives, which in turn can have customer territory groups or customer accounts assigned to them. Customer service representative groups can comprise Customer Service Representatives, Customer Service Supervisors, and Sellers only, who can be included and excluded explicitly. Customer service representative groups can be administered by Seller Administrators and Site Administrators only.
Assigning customers to a customer service representative group
Use the Organization Administration Console to assign customers to a customer service representative group.

Assigning customers to a customer service representative group

Use the Organization Administration Console to assign customers to a customer service representative group.

About this task

Assigning customers to a customer service representative group only affects how ticklers are assigned in the IBM Sales Center for WebSphere Commerce.

Procedure

Open the Organization Administration Console.
From the Access Management menu, select Member Groups.
From the View list, select Customer service representative groups.
Select the customer service representative group and click Assign Customers.
Select customers as follows:
1. To assign an existing customer territory group, select Customer territory groups from the Select view list, locate and select the group from the Select customer territory group list, and click Add. Repeat this step for each customer territory group that you want to assign to the customer service representative group.
2. To assign an existing customer organization, select Organizations from the Select view list, locate and select the organization from the Select organization list, and click Add. Repeat this step for each customer organization that you want to assign to the customer service representative group.
3. To assign an existing individual customer, select Users from the Select view list, locate and select the customer from the Select user list, and click Add. Repeat this step for each customer that you want to assign to the customer service representative group.
Click OK to complete the assignment.