Roles and Permissions

Assign and manage custom roles and permissions to users in companies.

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Managing Permissions

1. Navigate to the Roles and Permissions tab in the left sidebar.
2. Select the company from the list.
3. Select Manage Permissions adjacent to the user whose permissions you intend to modify.
4. You will be redirected to the Manage Permissions page.

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Permissions Overview

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Dashboard Controls

1. View Orders: User can view company orders.

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Permissions Controls

• Disallow Checkout: This restricts the user from placing orders.
• Delete Cart: This will allow the user to delete the shared or requested cart from the list.
• Use Credit to Place Order: This allows the user to place orders using credit.
• Cart Approver: This allows the user to approve or reject carts requested by other company members. View User: User can view company members. Note: Credit limit will be assigned from BigCommerce.

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Cart Controls

• Manage Purchase Limit: This allows the user to manage the purchase limits of other company members.
• Share a Cart: This allows users to share carts with other company members.
• Load Cart: This allows the user to load carts shared by other company members.
• Cart Requester: This allows the user to submit carts for approval before placing orders.
• View User: User can view company members.

Adjust the permissions as needed by checking or unchecking the boxes next to each permission. Click Apply Changes to save the updated permissions.