Company Roles and Permissions

Last update: August 30, 2024

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin

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.

Roles and Permissions page with default role

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

  1. The company administrator signs in to their store account.

  2. In the left panel, chooses Roles and Permissions.

  3. Completes any of the following tasks.

Create a role

  1. Clicks Add New Role.

    Add New Role

  2. Enters a descriptive Role Name.

  3. 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.

  4. Clicks Save Role.

  5. Creates as many roles as necessary by repeating these steps.

Modify a role

  1. For the role to be modified, the company administrator clicks Edit in the Actions column.

  2. Makes the necessary changes to the name and permission settings.

  3. When complete, clicks Save Role.

Duplicate a role

  1. For the role to be duplicated, the company administrator clicks Duplicate in the Actions column.

  2. Makes the necessary changes to the name and permission settings.

  3. When complete, clicks Save Role.

Delete a role

  1. The company administrator finds the role to be deleted In the list of roles.

    Only roles without assigned users can be deleted.

  2. Clicks Delete in the Actions column.

  3. When prompted to confirm, clicks OK.