There are 3 types of users on a buyer side company account. An Admin, Senior Buyer and Junior Buyer. The user role determines if you have the capability to add or edit users in the User Management feature. The company super admin and admin users can efficiently manage users in your company. The other roles are not able to modify user roles, including their own.
Adding New Users:
On the user menu bar, go to Home > User Management
2. In the lower-left corner, click Add New User
3. Under the User Role menu, select a user role
User Roles
Administrator – Can see all areas of the account, add/remove users, make purchases, see order history, and approve/create shopping lists.
should be assigned to individuals that manage the entire Company account.
Senior Buyer – Can make purchases, approve/create shopping lists, and see order history.
used for Company managers that regularly make purchases on behalf of their business, or who oversee a team that creates purchase lists to be approved.
Junior Buyer – Can create shopping lists and can only view their lists.
useful for Company employees that require approval to make purchases for their business.
After the role is defined, you must complete the following information:
Email
First Name
Last Name
4. Click Save
The new user will show in the Users Management menu and receive an email with a link to set up the password to log in to the store.
Editing existing users
Click Edit under Action
You can modify the user information and user role as needed.
Delete existing users
Click Delete under Action
