Company Roles and Permissions
Roles for company users are set up with various levels of permission to access sales information and resources. By default, the company administrator is a super user with full permissions. The Access Denied page appears if the user does not have permission to access the page.
The system has one predefined Default User role, which you can use as is or modify to suit your needs. You can create as many roles as necessary to match your company structure and organizational responsibilities, such as the following:
-
Default User — The default user has full access to activities related to sales and quotes, and view-only access to company profile and credit information.
-
Senior Buyer — A senior buyer might have access to all Sales and Quotes resources, and view-only permissions to the Company Profile, User and Teams, Payment Information, and Company Credit.
-
Assistant Buyer — An assistant buyer might have permission to place an order using Checkout with Quote, and to view orders, quotes, and information in the company profile.
Manage roles and permissions
-
The company administrator signs in to their store account.
-
In the left panel, chooses Roles and Permissions.
-
Completes any of the following tasks.
Create a role
-
Clicks Add New Role.
-
Enters a descriptive Role Name.
-
Under Role Permissions, does one of the following:
-
Selects the checkbox of each resource or activity that users assigned the role have permission to access.
-
Selects the All checkbox and clears the checkbox of each resource or activity that users assigned to the role do not have permission to access.
-
-
Clicks Save Role.
-
Creates as many roles as necessary by repeating these steps.
Modify a role
-
For the role to be modified, the company administrator clicks Edit in the Actions column.
-
Makes the necessary changes to the name and permission settings.
-
When complete, clicks Save Role.
Duplicate a role
-
For the role to be duplicated, the company administrator clicks Duplicate in the Actions column.
-
Makes the necessary changes to the name and permission settings.
-
When complete, clicks Save Role.
Delete a role
-
The company administrator finds the role to be deleted In the list of roles.
Only roles without assigned users can be deleted.
-
Clicks Delete in the Actions column.
-
When prompted to confirm, clicks OK.
Actions
- Duplicated added to the end.Role permissions
-
All
-
Sales
- Allow Checkout (place order)
- Use Pay On Account method
- View Orders
- View orders of subordinate users
- Allow Checkout (place order)
-
-
Quotes
-
View
- Request, Edit, Delete
- Checkout with quote
- View quotes of subordinate users
-
-
Order Approvals
-
View My Purchase Orders
- View for subordinates
- View for all company
-
Auto-approve POs created within this role
-
Approve Purchase Orders without other approvals
-
View Approval Rules
- Create, Edit, and Delete
-
-
Company Profile
- Account Information (View)
- Edit
- Legal Address
- Edit
- Contacts (View)
- Payment Information (View)
- Shipping Information (View)
- Account Information (View)
-
Company User Management
- View roles and permissions
- Manage roles and permissions
- View users and teams
- Manage users and teams
- View roles and permissions
-
Company Credit
- View
Assign a role to a company user
After defining the roles that are needed, the company administrator assigns a role to each company user.
-
Logs in to their company account as the company administrator.
-
In the left panel, chooses Company Users.
-
Finds the user in the list and clicks Edit.
-
Chooses the appropriate User Role for the user.
-
Clicks Save.