Roles & Permissions

Admin vs. Manager vs. Team Member

1. Admin

  • Manage all aspects of company
  • Add/delete company locations
  • Add/delete users
  • Switch user roles for all users
  • Assign users to different locations
  • View accounting info
  • Add/delete company credit cards
  • Switch user roles from team member to manger at assigned locations
  • Place orders
  • Approve orders
  • Edit orders sent to user for approval before approving
  • View orders across all locations
  • Edit company information
  • Delete company account

2. Manager

  • Add/delete users at assigned locations
  • Switch user roles from team member to manager at assigned locations
  • Place orders
  • Approve orders
  • Edit orders sent to user for approval before approving
  • View orders across assigned locations

3. Team Member

  • Place orders
  • Submit orders for approval (if selected)
  • View orders across assigned locations