Company Roles and Permissions

Trade Account Exclusive Feature

Company account management features are only available to approved Trade account customers. Learn more about Trade Accounts.

Roles for company users are set up with various levels of permission to access sales information, account information, and resources. By default the Company Administrator has full permissions.

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 organisational responsibilities, such as the following:

1. Default User — The default user has full access to activites related to sales, and view-only access to Company Profile and Company Credit information.
2. Managers — A manager may have access to sales resources and the ability to approve orders placed by others, view-only permissions to the Company Profile, Users and Teams, Payment Information, and Company Credit information.
3. Installers — An installer within your company may have permissions to place an order, but those orders may need approval by a Manger if the order is over a set dollar amount. They may have view only access to their order and information about the company with no access to view Company Credit information.

Manage roles and permissions

1. As the Company Administrator, log into your account.
2. In the left panel, choose the Roles and Permissions tab.
3. Follow the instructions below to perform any of the following tasks.

Create a Role

1. Click on the Add New Role button.

2. Enter a descriptive Role Name.
3. Under Role Permissions, perform one of the following:

• • Select the checkbox of each resource or activity that users assigned to the role will have permission to access.
  • 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.

4. Click Save Role.
5. Create as many roles as necessary by repeating these steps.

Modify a role

1. As the Company Administrator, to modify a role click Edit in the Actions column.
2. Make the necessary changes to the name and permission settings.
3. When complete, click Save Role.

Duplicate a role

1. As the Company Administrator, to duplicate a role click Duplicate in the Actions column.
2. Make the necessary changes to the name and permission settings.
3. When complete, click Save Role.

Delete a role

1. As the Company Administrator, find the role to be deleted in the list of roles.
   Only roles without any assigned users can be deleted.
2. Click Delete in the Actions column.
3. When prompted to confirm, click OK.

Assign a role to a company user

After defining the roles that are needed, the Company Administrator can assign these roles to each company user.

1. As the Company Administrator, log into your account.
2. In the left panel, choose the Company Users tab.
3. Find the user in the list and click Edit.
4. Choose the appropriate User Role for the user.

5. Click Save.