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Consumers are looking for the flexibility and peace of mind that comes with the ability to manage their subscriptions on the fly. The sticky.io consumer portal makes it easy for consumers to take the actions that you, as the merchant, configure your portal to allow.

The following article will guide you through the process of configuring the permissions within your consumer portal.

Without further ado, let's begin!


Introduction to Consumer Portal Permissions

Within the sticky.io consumer portal, consumers will be able to take the following actions to manage their subscription(s):

  • Cancel their subscription

  • Force an immediate billing event & shipment (bill now)

  • Pause their subscription

  • Resume their subscription

  • Manage the date of their next rebill event

  • Manage the frequency at which they are billed

  • Manage their shipping address

  • Manage their payment information

  • View their subscription order history

You, as the merchant, will have the capacity to limit these permissions based on your applied preferences. If you choose, you will also be able to enforce account registration before being able to check out with subscription items.


Managing Consumer Permissions Within the Consumer Portal

To begin, we'll start by logging into our Salesforce Commerce Cloud Business Manager and selecting the site of interest.

Next, we will open up the Merchant Tools dropdown. Within the sticky.io section, we will select Preferences.

Locate the consumer portal preferences of interest within the list of adjustable preferences. The available options are pictured below, along with their default values (Yes or No).

To adjust your preferences, simply set the desired value using the dropdown menu for each item. A value of Yes will allow the consumer to take the specified action within the consumer portal. A value of No will prevent all consumers from taking the specified action.


Consumer Portal Preferences Explained

Force Registered Checkout

Setting Force Registered Checkout to a value of Yes will enforce account creation before consumers are permitted to checkout with a subscription item in their cart. The default value for this preference is No.

Allow Recurring Date Management

Setting Allow Recurring Date Management to a value of Yes will allow the consumer to manage the recurring date of their subscriptions. The default value for this preference is Yes.

Allow Billing Model Update

Setting Allow Billing Model Update to a value of Yes will allow the consumer to manage the billing models of their subscriptions. The default value for this preference is Yes.

Allow Pause

Setting Allow Pause to a value of Yes will allow the consumer to pause their subscriptions through the consumer portal. The default value for this reference is Yes.

Allow Stop

Setting Allow Stop to a value of Yes will allow the consumer to stop (or cancel) their subscriptions through the consumer portal. The default value for this preference is No.

Please note that subscriptions that have been "stopped" by the consumer cannot be reset or restarted by the consumer. The subscription can only be restarted by the merchant through the Salesforce Business Manager.

Allow Terminate Next

Setting Allow Terminate Next to a value of Yes will allow the consumer to stop their subscription after the next rebill. The default value for this preference is Yes.

Allow Reset

Setting Allow Reset to a value of Yes will allow the consumer to reset (or resume) a paused subscription. The default value for this preference is Yes.

Allow Bill Now

Setting Allow Bill Now to a value of Yes will allow a consumer to force an immediate billing event for their subscription (or bill now). The default value for this preference is No.


Congratulations! You're now an expert on managing permissions within the sticky.io consumer portal.

Next Step — Step 7 — Managing Customers, Orders & Subscriptions

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