Manage the list of users who have access to your Company account.
A Company Administrator can add users to a company account with different level of access based on their role. The role in which you add a user determine that user's initial access.
Example:
Add a user with a "Buyer" role
The user might have access to all Sales and Quotes resources, and view-only permissions to the Company Profile, User and Teams, Payment Information, and Company Credit.
Add a user with a "Sales" role
The user only have access to Sales and Quotes resources, but not able to view Company Credit and make payment.
You can change the level of access. permissions, and role of a user at anytime.
To add, modify or delete a Company User, you must be a Company Administrator of the company account to perform these actions.
(Learn more about how to manage Roles & Permissions)
Manage Company Users
To add a user to your Company account, follow the steps below:
1. In the SLS e-shop homepage, click on your username-> My Account in the top menu bar.
2. In your My Account page, select Company Users in the left panel.
3. In the Company Users page, click Add New User.
4. Fill in the required fields and select the User Role in the drop-down list. Click Save when you are done.
5. A new Company User is now successfully added.
Make sure that the Status of the Company User is set to "Active".
Select Set Inactive if you would like to temporarily lock the user.
6. The Company User will receive an email notification to reset their password. Once the User has created a new password, they are able to log into their account based on their email address.
7. Similar to adding a new user, you can also edit & delete the role under the action column.