Staff Permissions for B2B Sales Reps

With the Companies staff permissions, you can set unique permissions for each sales reps to:

  • View companies
  • Create & edit companies
  • Delete companies
  • Assign other sales staff to company locations

Streamline the set up process when adding multiple staff members by creating a predefined role within staff permissions. Customize the role title and permission settings to align with your internal organization structure and select this role everytime you add a new staff member (e.g., users with the "Sales Rep" role can only view and place orders for their assigned company locations).

Setup Companies staff permissions, or learn more in the help center.

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