Help Center

There are four (4) options for user roles:

1. Administrator – all access to all offices

More than one user may be given an administrator role


2. Manager – all access to selected office

Ideal for teams (i.e. processors and closers)

 Users can add additional users, deactivate users, and place orders on behalf of others


3. Accounting Contact – View only

Can make payments and download invoices


4. User – Can only place their own orders


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