Opening Management Center tools

Perform business tasks using the tools within the Management Center.

Before you begin

Ensure that a site administrator has assigned a role to you that gives you the authority to work in the Management Center tools that you need. For information on required roles, see Management Center for HCL Commerce.

Procedure

  1. Open the Management Center.
  2. Open the appropriate tool:
    • Attachments tool
    • HCL Commerce Version 9.1.11.0 or laterMarketplace
    • HCL Commerce Version 9.1.11.0 or laterSeller Dashboard
    • HCL Commerce EnterpriseCatalog Filter and Pricing tool
    • Catalogs tool
    • Installments tool
    • Marketing tool
    • Commerce Composer tool
    • Promotions tool
    • Store Management tool
    • Workspace Management tool
    • Organizations
    • Approvals
    • Users
    • Messages
    • Member Groups
    • Extended Sites Store Management tool
    • Scheduler
    • Accounts
    • Security Policies
    • Registries
    • Shipping
    • Taxes
    • Message Types
    • Transports
    • Analytics
    • Aha Portal
  3. The steps to open a Management Center tool are dependent on the version of HCL Commerce that is installed:
    1. If you are working in a workspace-enabled environment, the Management Center is read-only for the current user. Before you can work with the tools, you must complete one of the following steps in the Workspace Management tool:The Workspace Management tool is visible only if workspaces are enabled and is open by default to display your assigned tasks.
    2. Depending on whether you accessed or used the tool during this session:
      • If the tool is not already open, from the Management Center menu, select the tool name, for example, Catalogs.
      • If the tool is already open, a tab for it is displayed in the main work area. Click the tab for the tool; for example, select Catalogs.
  4. Depending on whether you accessed or used the tool during this session:
    1. If the tool is not already open, from the Management Center menu, select the tool name.
      For example, Catalogs.
    2. If the tool is already open, a tab for it is displayed in the main work area.
      Click the tab for the tool; for example, select Catalogs.
  5. HCL Commerce Version 9.1.16.0 or later The left navigation menu is introduced from HCL Commerce version 9.1.16.0 onwards. To work on tools, open the appropriate tool:
    • Dashboard
    • Business tools
      • Catalogs
      • Search
      • Catalog Filter and Pricing tool
      • Marketing
      • Promotions
      • Marketplace
      • Content
      • Customer Management
      • Store Management
        • Manage Stores
        • Extended Site Stores
        • Commerce Composer
        • Page Composer
        • Shipping
        • Taxes
        • Installments tool
      • Workspace
    • Analytics
    • Administration
      • Manage Organizations
        • Member Groups
        • Organizations
        • Users
        • Approvals
      • System Administration
        • Transports
        • Messages
        • Message Types
        • Scheduler
        • Registries
        • Security Policies
        • License Metrics
        • Accounts
  6. HCL Commerce Version 9.1.16.0 or later You can access the Management Center Dashboard, Business tools, Analytics, and Administration tools from the left navigation menu. Click on the tool name, and the submenu is shown.
  7. HCL Commerce Version 9.1.16.0 or later If the selected tool is available in Auth and Live, both environments, then two tabs are shown with both environments as shown in the image below:

    See Auth and Live environments for more information.

  8. HCL Commerce Version 9.1.16.0 or later You can toggle between the Auth and Live tabs to access the tools for both environments. See the Management Center Dashboard to know more about the tools and environment it belongs to.
    Note: A user with the same logon id and parent organization with the Site Administration role must be created for both, Auth and Live environments.
  9. HCL Commerce Version 9.1.16.0 or later When you hover over the tool name from the sub-menu, Favorite and Info icons appear on the screen.
    • See Favorites to add or remove tools as a favorite.
    • See Info to know more about the tools.

What to do next

After you open any of the Management Center tools, except for the Workspace Management tool:
  • If you are authorized to work with only one store, that store is selected by default.
  • If you do not have a default store that is specified in the Management Center preferences, from the Store list, select the store that you want to manage with the selected tool.

To close a tool, close its tab by selecting the X next to the tab name.