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Saved Cards with Impersonation

Nuno Aguiar
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Hi,

 

We need help solving a problem (not a bug in DW). We have a B2B site that uses Impersonation extensively this way:

  • Impersonation mode = Replace logged in user
    meaning secondary user = user that impersonates another user
  • User log's in
  • Impersonates another user (a company/department) and places orders for them

 

The problem is that we implemented Saved Cards and now the customer told us, they should not be shared, meaning, they should be stored on the user that logged in initially.

 

Quick fix now is not to use Saved Cards, but we need to overcome this. We came up with some ideas but need guidance:

  1. Have secondary user ID reference on the Saved Cards table - much like orders
    • We can create a new column but don't know in which event/notification to set it
    • We could then exclude just the cards the user has created in Razor
       
  2. While impersonating, render the saved cards from the "secondary" user
    • But technically would using a card from User A to pay an order for User B - Currently DW checks for that (as it should)
    • It would also mean we'd have to change to whom a credit card is saved when creating a new one (primary or secondary)

 

I am leaning towards idea 1. Would that be feasible? Are there any other ideas?

 

We understand this is an edge case and goes beyond the planned scope of impersonation, but it's a real issue for some customers and need to find the best way to approach it in all of our projects.

 

Best Regards,

Nuno Aguiar


Replies

 
Nicolai Pedersen
Reply

Can you share with me the end goal of how you want it?

The impersonating user A should impersonate B and pay with card saved on A?

 
Nuno Aguiar
Reply

Hi Nicolai,

 

I double checked with Scott (who was in contact with the customer) and let's assume User A and User B can impersonate User X

  • When User A impersonates User X, he only sees User X's cards he created
    (not the ones User B created while impersonating User X)

 

There are other scenarios that came up, but I can place those are feature requests. For now I need to find a solution for this.

 

Hope this makes sense.

 

Best Regards,

Nuno Aguiar

 
Nuno Aguiar
Reply

Hi Nicolai,

 

Any news on this? We finally heard back what we currently need for this project is

  • Get the saved cards if both the Primary User and Secondary User matches

 

This is to address B2B scenarios where a user logs in (Login user / actual person) and then impersonates a Company/Location (not a user). At that point he should only access the credit cards associated with that company.

 

I placed this feature request http://doc.dynamicweb.com/forum?ThreadID=51095&PID=1605 so in time if we can have it built-in would be easier to manage.

 

Best Regards,

Nuno Aguiar

 

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