Contact access must be defined for e-Commerce (external) users. Fields and classifications the Contact has access to are defined by access type. Together with the access type definition, templates can be added and used to default the Contact information. For example when a Contact logs on to e-Commerce their address can be set to default. Access types could include public registration and business registration. The access type groups the same type of Contacts together who would have the same default information.
Create a new contact access type
- In the menu, expand Publishing Modules > Customer Relationship Management > CRM Maintenance > CRM Templates and double-click Work with CRM Contact Access. CRW050 Work with Contact Access panel appears in change mode, listing all the existing contact access types with the following options:
| Option | Description |
| Master |
Accesses Work with Contact Access in change mode to maintain the contact access security access level definition. |
| Cust class | Accesses Work with Classification Access in change mode to maintain the customer classification access security access level definition. |
| Cont class | Accesses Work with Classification Access in change mode to maintain the contact classification access security access level definition. |
- Click Add. CRW050 Work with Contact Access panel appears in Add mode.
- Enter up to 3 character alphanumeric code to identify the external access type and a description for the code and click OK.
- Select the security access level against each field for the access type. The security access levels are defined in control file TMSDM/NAS-SEC as the following:
- 0 = Not allowed to view or change
- 1 = View only
- 2 = Allowed to change
- Page down and enter all the security access levels until the last page.
- Click OK twice after all fields have been updated.
