Help - Roles & permissions

Once you have an online account and have more than one user, you can set permissions to determine what each user can view and do in the account area.

These permissions can be set as a group, or on an individual basis - and can be changed at any time.

Step by step

Add a new role

1. Click the person icon at the top right of the screen to login to your account

2. Click ‘User Management’

3. Click ‘Roles & Permissions’

4. Click ‘Add New Role’

5. Enter the name of the role. This could be a department or responsibility

6. Use the sliders to toggle on and off the options for that role

7. Click ‘Save’ once you have updated all the options

Different role settings

Sales

Checkout (place order) – Allow the user to place orders on behalf of the company

Use Pay On Account method – Allow the user to place orders using the company credit limit

Read Invoices & Credit Notes

View order history - turn on both options below

View Invoices of subordinate users – Users will be able to see the invoices created by orders from subordinate members of the team, in addition to their own

View Invoices company-wide – Allows viewing of all company invoices

Company User Management

View roles & permissions – Allows the user to view the permissions of other team members

Manage Roles & permissions – Users can manage the permissions of all other team members

View Users and Teams – Can view all the users on the company account

Manage users and teams – Can manage the permissions settings of all users

Company Credit

View – Allows the user to view the company credit limit and the remaining balance

Projects

View – Allows users to view all company projects