Buyer - Manage Team Permissions - A 'How-To' Guide

To setup Team Permissions, select the button Team located on the bottom toolbar.

This is the space where you can fully manage your team from additions to removals to Manage Team Permissions 🔧.

Go ahead and select the Manage Team Permissions button located at the top of the Team screen. The next step is to select the Team Member and in their profile select the button at the top of the screen 👆.

The Manage Permissions page is broken down to ensure teams are given the right access in the right place from Insights to Supplier Access*, Product Permissions* and even getting Custom Permissions* setup for your bespoke business needs 🧚‍♀️.

💁‍♂️ All permissions set are effective right away. Simply swipe right ➡️ to allow team member access (indicated by green bar) or swipe left ⬅️ to remove team member access (indicated by grey bar).

Let's breakdown each section to see how it supports your business in setting Team Permissions 🔧.

Allows Team Members access to the Reports section in app. Removing access means the user will not be able to see insights on business spend, team activity and general order trends 📈.

Here set if users can connect with new suppliers from the directory or block orders to existing suppliers.💁‍♂️ If you block an existing supplier in app it will not appear on the Team Member supplier list at all, as though it does not exist 🚫.

Manage Products by selecting whether Team Members can create, edit and delete products. Manage Product Pricing by setting whether a user can add and update pricing in app 🔐.

This section allows the setup of the Send Orders function and to add/remove items in basket. 💁‍♂️ Choose whether Team Members can work from the full product list or just favourites by selecting 'Add All Products' or 'Add Favourites Only' 🛒.

Use this section to setup bespoke order permissions for individual suppliers. Once you have selected Manage Custom Permissions search and select a connected supplier. On the supplier page setup all the custom permissions required. Tap the < back button located on the top left to setup other suppliers or view current Custom Permissions.