Roles and permission
Default roles
By default, the following buyer roles are available to all B2B Company location:
Junior Buyer
Junior Buyers can submit Shopping Lists for approval but are not permitted to complete purchases independently.
This role is ideal for employees who need managerial approval before making business purchases.
Senior Buyer
Senior Buyers (based on "Ordering only" permission) can approve Shopping Lists submitted by other team members or create their own. They are authorized to place orders directly on the storefront.
This role is ideal for managers or team leads who regularly make purchases or supervise purchasing activities within the company location.
Admin
Admins (based on "Location admin" permission) have full control over the Company location. Along with all the permissions of a Senior Buyer, Admins can manage business addresses, invite or remove users.
This role is ideal for individuals responsible for overseeing and maintaining the entire company location.
Junior Buyer
Senior Buyer
Admin
To allow a B2B company to have full control over their company members and roles, each company location should include at least one customer with the “Admin” role.
Custom roles
In addition to the default roles, admin can create custom roles with their own set of permissions in the Company members > Role manage from the Customer Account
Click on “Create role”
Add a role name and select base role (permissions for this custom roles will be based on the selected base role)
Customize and select permissions to their needs.
Save to update new custom role.
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