User Access Levels
Customers Access Levels & Permissions
Customers - Customers (Edit)
If User is a linked to a sales team then that User will only see customers linked to that sales team, unless they have “Salesman Link Override” access
Customer Groups – Salesman Link Override + Customers (Edit)
Import tracking – import
Sales Quotes - Salesman Link Override or [Orders (View) or Orders (Edit)] plus salesman id limited as well
Customers Waiting Approval- Customers (Edit)
Email List - Customers (Edit) + Salesman Link Override
Email marketing - Customers (Edit) + Salesman Link Override + Settings
Reports Access Levels & Permissions
Reports:
Products search Report – Reports + Products (Edit)
Sales Tax Report - Salesman Link Override + Reports
Top products - Reports + Products (Edit)
User login report - Settings + Reports
Products Access Levels & Permissions
Category Manager - Products (Edit)
Products - Products (View) to view Products (Edit) to edit
Products Export - Products (Edit) + Export
Products Import - Products (Edit) + Import
Product Details Vendors Tab Products (Edit) + Vendors (Edit)
Product Attribute Manager - Products (Edit)
Product Attribute Manager / Export - Products (Edit) + Export
Product Attribute Manager / Import - Products (Edit) + Import
Product Classifications - Products (Edit)
Product Conditions - Products (Edit)
Manufacturers - Products (Edit)
Manufacturers / export- Products (Edit) + Export
Manufacturers / import - Products (Edit) + Import
Product Option Groups - Products (Edit)
Product Option Groups / export - Products (Edit) + Export
Product Option Groups / import - Products (Edit) + Import
Pricing Rules - Products (Edit) + Settings
Reviews - Products (Edit)
Shopping Engines – Products (Edit) + Settings
UOM - Products (Edit) + Settings
Vendor Access Levels & Permissions
Vendors - Vendors (Edit)
Vendors / Products Tab - Vendors (Edit) + Products (Edit)
Vendors / PO Orders Tab - Vendors (Edit) + Orders (Edit) + Customers (Edit)
Vendors / Products Tab - Vendors (Edit) + Products (Edit) + Customers (Edit) + Settings
PO Manager - Vendors (Edit) + Products (Edit) + Customers (Edit) + Salesman Link Override
PO Editor - Vendors (Edit) + Orders (Edit) + Customers (Edit) + Salesman Link Override
Export Vendor Costs - Vendors (Edit) + Export
Import Vendor Costs - Vendors (Edit) + Import
Settings Access Levels & Permissions
General Settings - Settings
Sales Tax Manager – Settings
Shipping Manager – Settings
Payment Setup – Settings
Banner Manager – Settings
Content Manager – Settings
IP Access – Settings
Link Manager – Settings
User Manager – User Settings
User Manager / Details View Password / Save changes – User Settings + User Password Access
Store Design – Settings
Coupons - Salesman Link Override + Settings
Banners - Settings
Scripts – Settings
Misc Tools – Settings + Orders (Edit) + Vendors (Edit) + Products (Edit) + Customers (Edit)
Add On’s
Datafeed Add On’s – Datafeed Manager + Settings + Products (Edit)
SSL’s - Settings