Understanding team roles and access

For Suppliers

FAQs covered in this article:

  • How do I manage team permissions?

  • What roles can I assign to my team members?

  • What does each role have access to?

  • Can I control who sees pricing, orders, or client data?


Why team roles matter

When you invite your team to the platform, you can assign each person a role that matches their responsibilities. This helps keep your company’s information secure and ensures that people only see what they need to.

For example:

  • Your marketing team can work on product content, but won’t see financial data.

  • Your accounting team can access invoices and payments, but not edit product listings.


Types of user roles

Each role gives access to specific parts of the system:

Role

Description


Super Admin

Full access to everything in the system, including user management.


Guest

View-only access. Can’t make changes. Ideal for external consultants.

Individual

Access is limited to personal actions.


Sales

Access to customer lists, orders, and client communication tools.

Accounting

Can manage invoices, payment tracking, and financial data.

Procurement

Manages inventory, orders, and supplier-side logistics.

Marketing

Can upload images, write company description, and manage store design.

Support

Can respond to inquiries and support tickets but has no access to finances.