Canon PartnerNet - Roles

Roles are critical to provide the user access to the various sections of the Canon PartnerNet Site.   Any administrator level can assign roles to a user that is being established.  Depending upon your administrator level, certain roles shown below may not be available.  The administrator can only assign roles, which have been granted to their profiles.   

• Central Administrators will see all roles available, internal and external.

• Regional Administrators will see all the roles available to be assigned to external users .   

• Dealer Administrators will see only those roles, which have been assigned to their company by the Regional or Central Administrator.

Canon U.S.A., Inc. internal and Customer/Dealer User types can only request their login ID, or request a new password.   These users must contact their Dealer or Regional Administrator for assistance in changing their site access.

Administrators should follow these steps in order to assign roles to new users:

1. Assign Order Management functions

   Choose the applicable options that correspond to the user's job responsibility only.  If none apply go the next step.  These are the most common Order Management roles assigned to users:

    

   • Accounts Payable

     The Accounts Payable role grants access to the following areas of the Canon PartnerNet site functionality:

     

      

     This is a scroll bar menu which grants access to:

     

   • Order Entry (Merchandise/Brochures/POP)

     Order Entry role grants access to:

     

     and

     

     which contains:

     

   • Order Status

     The Order Status role is separated as users may be allowed to view order status, but not be authorized to place orders.

     

    

   These roles apply only to the Special Sales Premium accounts and will not be visible to all administrators.  They appear as additional menu bars under Order Options menu when granted:

   • Drop Ship Order

   • Order Entry (Premium Spec Sheets)

    

   These roles will be visible to Regional and Central Administrators, but currently NOT utilized to drive an Canon PartnerNet functionality.  These are here for future expansion only:

   • Order Draft (View and Approve)

   • Order Draft (View Only)

    

   Order Management Roles shown above in RED will be sent via a systematic workflow for approval.  This approval functionality is discussed in the topic Working with Messages.

2. Assign Site Access

   Assign Site Access has to be physically granted to the user.  A user will be able to log in to the Canon PartnerNet site after receipt of a user ID and password.

3. Assign Repair Service Roles - these are only available to the CIG Camera and Video authorized services accounts.

   Assign Repair Service Roles are available to the CIG Camera and Video authorized service accounts only.  There are two roles available:

   •  Repair Service Approval

   •  Repair Service Inquiry

    

   Users will be able to view located on the left navigation menu.  The sub menus will change depending upon which Repair service role was approved.

   

    

    

    

   Roles shown above in RED will be sent via a systematic workflow for approval.   This approval functionality are discussed in the What are Messages? topic.

4. Assign Content Management Roles

   Content management Roles currently driving Canon PartnerNet functionality.  Assign as many as applicable to the user’s job responsibility.  Those in use today are:

   • Images

   • Canon Logos

   • Price Lists

   • Forms

   • Notices

   • Promotions

    

   Other roles will be visible to Central and Regional Administrators, but do NOT drive any current Canon PartnerNet functionality.  These exist for future enhancement only:

   • Business Guides

   • Web Banners

    

   If any of the current roles are assigned, the user will gain access to the following area:

   

    

   A scroll out menu is available, which if full access is granted will show:

   

    

    Canon Logos are housed within the Product Images section.   Promotions are housed within the Notices section in this release.  They are slated for their own category in the future, and therefore recommended to be set up individually.

5. Click the Assign button then click Close.