1. iShop Training Module Access & Security

2. Access & Security
iShop Purchasing Agent roles are key to access, account management, and security
A number of purchase agent roles have been created to assist you in maintaining the security of your account.
Agent Admin is the administrator for your iShop account
In this module we will review the purchasing agent roles and show you how to set up agents
You must be logged in and have Agent Admin (Administrative) rights to manage the purchase agent roles

3. iShop Security iShop is a gateway to your Balcrank Account:
Agent Admins (Administrators) are assigned by the Distributors’ Principal
Balcrank only creates the initial Agent Admin
All other agents are determined and created by the Agent Admin
To ensure the security of your account; Balcrank is not authorized to make any changes to the agent roles of your account.
Utilize the various agent roles to assist in maintaining the security of your account.
All orders placed in iShop are the responsibility of the Distributor

4. iShop Access
After your initial iShop account set-up you will receive a welcome from the iShop store.
Once your account is set-up you may begin adding your purchasing agents
Adjustments to purchasing agent roles may be done at any time
Balcrank can not edit purchasing agents or their roles
You may have more than one Agent Admin

5. Purchasing Agent Roles
Agent Admin
Maintain Addresses
View All Orders
Place Orders
Each agents log-in is unique, enabling agents to perform different tasks. Shopping cart and quotes are specific to each agent or user.

6. Purchasing Agent Roles
Agent Admin
This is the highest access level and serves as the administrator for your iShop account.
Agent Admin can:
Create new purchase agents, set privileges, and disable existing purchase agents. It is the admin agents responsibility to maintain all other agents.
Place orders, view orders, maintain addresses, and view orders
Build quotes and convert them to orders
Access the Distributor Tool Box

7. Purchasing Agent Roles
Maintain Addresses Agent can:
Create new company addresses and remove company addresses
Browse the site and put items in the shopping cart
Build quotes or wish lists
Maintain Addresses Agent can not:
Place orders
Convert quotes to orders
Access to the Distributors Tool Box

8. Purchasing Agent Roles
View All Orders Agent can:
Review all orders placed
Browse the site and put items in the shopping cart
Build quotes or wish lists
View company addresses
View All Orders Agent can not:
Place orders
Convert quotes to orders
Edit company addresses
Access to the Distributors Tool Box

9. Purchasing Agent Roles
Place Orders Agent can:
Place orders, view orders, maintain addresses, and view orders
Build quotes and convert them to orders
Access the Distributor Tool Box
Place Orders Agent can not:
Create new purchase agents, set privileges, and disable existing purchase agents.

10. Company Agents Area Company agents can be
Added
Modified
Enabled
Disabled
Lets view the company agent screen.

11. Company Agents Area
Administrative rights are required to manage company agents…
Access company agents through the Account Info link
List of Users
Users Name
Status
Edit Link
Enable/ Disable link
Add an Agent

12. Modifying Company Agents
Company agents screen shows a listing of all agents, their role, and their status.
Important notes:
addresses can not be modified.
Create a new agent if the address has changed
Agents can not be deleted
To remove all privileges, disable the agents account
These restrictions are in place to maintain the security of your account
Lets modify an agent.

13. Modifying Company Agents
Lets modify the user
Change user role to Place Orders
Access company agents through the Account Info link
Select an Agent to modify
Select the pencil to edit an existing agent
Verify Agent information
Edit role to Place Orders
Update Agent
Return to Account Management Page

14. Modifying Company Agents
Lets disable the user
Access company agents through the Account Info link
Select an Agent to modify
Verify Agent to be disabled
Select Enable/Disable
Note the check mark
Return to Account Management Page

15. Adding Company Agents When a new agent is added Lets add an agent.
A system generated password will be sent to their address
The first time that agent logs in they will be asked to change their password
Lets add an agent.

16. Adding Company Agents Lets add the user Josh Green
Josh’s address is
Josh’s role will be maintain addresses
Access company agents through the Account Info link
Choose Add Agent
Enter Josh’s address and name
Assign Agent Role
Click Create Agent button
Agent receives an notification

17. iShop Security iShop is a gateway to your Balcrank Account:
Agent Admins (Administrators) are assigned by the Distributors’ Principal
Balcrank only creates the initial Agent Admin
All other agents are determined and created by the Agent Admin
To ensure the security of your account; Balcrank is not authorized to make any changes to the agent roles of your account.
Various agent roles have been created to assist you in maintaining the security of your account.
All orders placed in iShop are the responsibility of the Distributor

18. Thank you for your time. Questions or comments Contact: Jess Larkin