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Home Resources Help Centre Catalogs

Catalogs

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Catalogs are a valuable tool that allow customers to save, manage and use lists for both themselves and their on behalf of the company

Catalogs can be accessed from the header for customers who are logged in.

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The catalogs page is broken down into two sections, Company Catalogs and My Catalogs.
My Catalogs are available to everyone with an account. Users can create, delete, and modify catalogs and then shop from them later. My Catalogs are visible only to the user who created it.

Company Catalogs are visible across all users in the the company. Customers with sufficient permissions can create, delete, and modify company catalogs while other users in the company can only view company catalogs.

Creating a Catalog

1. From the catalogs page, the user selects the “Add Catalog” button in the section corresponding to the type of catalog they want to create (company or personal)

2. Fill out the Name and Description (optional) fields. Parent can be left blank.

3. Click Add

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Adding Items to Catalogs

On any Search result page or product page, users can add an item to a catalog by clicking the “Add to Catalog” button then selecting the catalog they wish to add it to.

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Company Catalogs - Permissions

Only users with sufficient permission can create, delete and modify company catalogs. To grant a user permission to create, delete and modify catalogs, they need to be given the role "companyEdit", "CRMcompanyEdit' or "CompanyAdmin"