Merchant FAQS : Merchant extension in the Tookan platform helps you onboard and manage merchants on your platform and similarly, the merchants can have their own marketplaces from where they can receive orders from the end customers.
The merchants are on-boarded under the admin and moreover will have access to their own dashboard to manage their agents, tasks, and business operations.
Besides, Admin has full access to all the details and activities taking place on the merchant dashboard. Steps to
Onboard a Merchant –
1. Firstly Activate merchant extension option from the Extensions in the tookan platform.
2. Secondly On the admin dashboard Go to Settings > Access Control > Add role for merchants
likewise, Add the relevant permissions you want to assign to the merchants and save.
3. Now go back to the main menu > Merchants > Add Merchant
4 Lastly , select the relevant teams and roles you want to assign to that merchant
When you assign teams to the Merchant, the merchant will be able to utilize all the agents in the team assigned to him for managing his deliveries.
- How to get logs for merchants agents for on/off duty through Webhook?
You have to assign role of notification to merchant by following the below-given steps
Merchant dashboard>Settings>Notification>Additional>Agent off/on>Webhook >Enable>Actions>Webhook URL
2. How To Use Merchant Access control list (ACL) ?
We have added a Merchants in the Access Control tab of Tookan, which lets you define roles for Merchants. Thus While defining roles, you can permit creating, updating, and deleting tasks to Merchants.
We also understand that your Merchants might want to have access to Templates, Notifications, Agent App, Auto-allocation, and Advanced preferences. Hence, we have provided you with this flexibility with just one click in Settings Permissions.
Your Merchant can have their personalized SMS gateway and notification settings with this update!
Now every time you add a new Merchant, you just have to assign him a role that you have already created. Therefore It makes it super easy!
While you give all these permissions to your merchants, we have made sure that Merchant permissions are restricted to Merchant tasks only.
3. While adding Merchants, it gives an error that email already exists?
If you get an error of Email already exists, use +1 in the email to create an alias of the original email
Example: test @test. com gives an error for email already exists
Use firstname.lastname@example.org to create an alias or the original email
Thus It will redirect all the emails to the original account. This new email will only be used for logging in.
4. Can an agent that belongs to a merchant account create a task?
yes, it is possible for an agent that belongs to a merchant account to create a task
for the same, go to Settings ->access control->give permission to agent to create task
5. Can admin edit tasks of Merchants?
The admin can edit the tasks created by merchants, from admin dashboard and through API as well
Therefore To edit the task on admin dashboard the admin has to select the merchant name in the map view for which admin wants to edit the task
Then the admin needs to click on the task and use edit stop option to edit the task
To edit the task via API use https://tookanapi.docs.apiary.io/#reference/merchant/edit-merchant-task
6. Is it possible to add one default template to all merchants?
No.it is not possible to add one default template to all merchants.
Every merchant has his own template.
7. Can admin delete a Merchant?
Yes, Admin can easily add or delete a merchant from the dashboard.