You can assign the right level of access to every user in your account. Below is a list of privileges for each type of user to help you make the right choice.
Basic
This is the most basic user access level.
Privileges:
- Create & place orders
- View the order as a PDF
- View order history
- View deliveries
Standard
A standard user is able to perform all the tasks of a basic user and has a few more privileges.
Privileges:
- Create & place orders
- Create weekly orders
- View prices
- Send order directly to suppliers
- Approve or reject an order (if approval levels are assigned)
- View the order as a PDF with pricing
- View order history (with charts and pricing information)
- View deliveries (with pricing information)
- Upload invoices
- Delete uploads
Admin
An admin user is able to perform all the tasks related to the account.
Privileges:
- Create & place orders
- Create weekly orders
- View prices
- Send order directly to suppliers
- Approve or reject an order (if approval levels are assigned)
- View the order as a PDF with pricing
- View order history (with charts and pricing information)
- View deliveries (with pricing information)
- Upload invoices
- Delete uploads
- View processed invoices
- View reports
- Manage user accounts (create and edit)
- Manage outlets (edit members, limits, etc.)
Learn how to assign user access levels here.