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Admin vs. Non-Admin Reps/Users

Posted on September 8, 2014 by admin

Admin users can edit the permissions of non-Admin/regular (and other Admin) users, create/delete users, and view user activity logs.

All of these functions can be found under “showroom users”

admin user permissions

On the Showroom Users page, you can…

1) Add a new user

2) Associate a rep to certain territories, sub-territories, or states, limiting the customers (and their respective orders) they can view or edit

3) Copy an existing user’s permissions to create a new user

4) Click on an existing user’s name to edit their current permissions

 

 

admin user permissions1

 

 

Below are screenshots of all of the permissions you can allow/deny a new or existing user.

 

Assign login hours to limit what times of the day/week users can access Showroom Exchange.

assign login hours

 

1) You can pick which reps the user has access to (i.e. viewing their customers/orders)

2) Here you can limit from where users/reps can access Showroom Exchange. Enter the IP address of your showroom so the user can only use SE while they are present in the showroom. To determine the IP address of the showroom, visit the following URL: https://www.google.com/search?q=ip+address

admin user permissions3

Posted in Getting StartedTagged admin user, login hours, management, productivity, regular user, rep associationLeave a comment
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