Company roles and permissions
You set up roles for company users 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 a 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:
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Default User — The default user has full access to activities related to sales and quotes, and view-only access to the company profile and credit information.
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Senior Buyer — A senior buyer might have access to all Sales and Quotes resources, and view-only permissions to the Company Profile, Users and Teams, Payment Information, and Company Credit.
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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
Manage company roles from the company administrator’s storefront account.
To open Roles and Permissions:
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Sign in to the storefront as the company administrator.
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In the left panel, select Roles and Permissions.
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Complete one of the following tasks.
Create a role
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Click Add New Role.
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Enter a descriptive Role Name.
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Under Role Permissions, do one of the following:
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Select the checkbox of each resource or activity that users assigned to the role have permission to access.
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Select the All checkbox and clear the checkbox of each resource or activity that users assigned to the role do not have permission to access.
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Click Save Role.
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Repeat these steps to create as many roles as you need.
Modify a role
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Locate the role that you want to modify and click Edit in the Actions column.
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Make the necessary changes to the name and permission settings.
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When you finish, click Save Role.
Duplicate a role
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Locate the role that you want to duplicate and click Duplicate in the Actions column.
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Make the necessary changes to the name and permission settings.
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When you finish, click Save Role.
Delete a role
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In the list of roles, find the role to delete.
Only roles without assigned users can be deleted.
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Click Delete in the Actions column.
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When prompted to confirm, click OK.
Role list actions actions
- Duplicated added to the end.Role permissions
B2B capabilities are gated by permissions (ACL resources). When a company user opens a page or runs an action on the storefront, the application checks whether their role includes the required permission.
Company administrators can update the permission configuration for a role by selecting Edit and then selecting or clearing permissions in the Role Permissions list.
Assign these resources when you create or edit a company role in the company account. Users with permission to manage roles can open the role form and set the permission tree.
Role permissions are organized in a tree structure, with main options and subordinate options. Selecting a main option automatically selects all subordinate options. Clearing a main option automatically clears all subordinate options. You can also select or clear subordinate options individually.
All permissions
Sales permissions
Quotes permissions
Parent node in the company permission tree: Quotes.
Quote templates
Parent node: Quote Templates (under Quotes in the company tree).
Order approvals
Parent node: Order Approvals. Purchase order and approval rule permissions are nested under this branch in the tree.
Purchase orders
Purchase order rules
Company profile and contacts
Storefront permissions for company profile sections. Nested Edit entries apply only under the View permission above them in the role tree.
Company user management
Company credit
Assign a role to a company user
After you define the roles you need, assign a role to each company user.
To assign a role:
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Sign in to the storefront as the company administrator.
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In the left panel, select Company Users.
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Find the user in the list and click Edit.
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Select the appropriate User Role for the user.
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Click Save.