There are two types of user roles inside the BundleB2B Application. Predefined user roles which are common use cases for user permissions already set up in BundleB2B out of the box. And customized user roles, which can be created based on a merchant's individual needs.

Predefined user roles in BundleB2B are closely aligned with the corresponding user roles inside BigCommerce.

Types of Predefined Roles In BundleB2B

Store Owner

A store owner in BundleB2B is the same store owner for BigCommerce. A store owner has every permission available inside BundleB2B. A store owner cannot be assigned. If you need to switch store owners after a change inside Bigcommerce, please reach out to support for assistance.

Administrator

Like store owners, store admins also have every permission available inside BundleB2B. A typical use case would be a manager or stakeholder that needs access to all facets of BundleB2B.

Note: Administrators do not have Super Admin access unless they are set up as one inside the Super Admin tab of BundleB2B. This means they cannot place orders, quotes, manage invoices, or company data on the front end of the website. They can however manage everything inside the BundleB2B application.

Sales Rep

Sales Reps are considered members of the "Sales Staff" role, which means they will only be able to view the companies, orders, and quote requests of companies assigned to them.

Sales Rep Permissions:

Accountant

Accountants are members of the team that need view-only access to merchant financial data.

Accountant Permissions:

Financial Manager

Financial Managers differ from Accountants in that they take a more active role in managing the company's finances. They require permission to add and edit as well as view financial data.

Financial Manager Permissions:

What's Next?

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