When you add a new user under the User Management tab, each person gets their own separate login and password. Passwords are not shared between users.

How to Add a New User

1. Go to User Management
2. Select the Users tab
3. Click Add User
4. Enter the new user’s information:
   • Name
   • Email address
   • Assign a user role
5. Save the new user

What Happens Next

• The new user receives an email invitation to join the account
• They click the invitation link
• The user creates their own password during setup
• Once completed, they can log in with their own credentials

This allows each user to have secure individual access while administrators can manage permissions and purchasing controls separately.

Available User Roles

Admin

Capabilities:

• Full access to the company account
• Manage company users and roles
• View and manage orders
• Manage account settings and purchasing permissions

Restrictions:

• No major restrictions

Senior Buyer

(Most Common User Type Added)

Capabilities:

• Place orders and manage purchasing activity
• View company order history
• Manage carts and purchasing workflows
• May approve purchases depending on company settings

Restrictions:

• Limited access to administrative account settings
• Cannot fully manage company configuration

Junior Buyer

Capabilities:

• Browse products
• Add items to cart
• Submit orders or quote requests

Restrictions:

• Limited account visibility
• Cannot manage users or company settings
• May require approval before orders are finalized

Most Typical User Added

The most commonly added role is Senior Buyer, as it gives users the flexibility to manage purchasing activity and company orders without providing full administrative access.

FAQ

Q: When I add a new user, do they use the same password as the main account?

No. Each user has their own separate login and password.

Q: How does the setup process work?

After a user is added in User Management, they receive an invitation email to join the account. The new user follows the link in the email, creates their own password, and can then log in independently.

Q: What user roles are available?

The default company roles are:

• Admin – Full company account access and user management
• Senior Buyer – Purchasing management and broader order visibility
• Junior Buyer – Standard purchasing access with limited permissions

Q: What is the most common user role to add?

The most commonly added role is Senior Buyer, which provides purchasing management capabilities while still restricting full administrative access to the account.