Displaying Company Responsibilities with Roles

Roles allow you to assign your employees the correct access and permissions for the shop.

By default, you have 3 global roles which can't be removed except for removing them in the database, indicated with a lock icon in front of them. These are:

• Purchasing

• Fitter

• Accounting

Along with that, you can easily create new custom roles using the "Add role" button with other roles from your company.

Custom Role "Bauleiter" is indicated with an open lock icon

These roles can be assigned to employees in the Employee Overview (/b2b_platform/employee).

Adding a New Role

Adding a new role is initiated by clicking the button "Add role". A box like this will appear:

It is required to choose a name for the new role in order to proceed.

Other options:

• Create the role for linked companies

  • This will create the same role for all companies you are currently assigned to as an administrator.

Role Permissions

Permissions are grouped into several categories.

Purchasing

• Can go shopping

  • Allows the role to actually purchase products in the checkout

• Can view categories and products

  • Allows the role to explore and navigate the shop.

Administration

• Can see all orders

  • On the orders view, not only the employee's orders are listed, but also those from all other employees inside the customer.

• See special conditions

  • Allows the role to see e.g. customer specific prices and download them, if available.

• Can release orders

  • Allows the role to grant approval/clearnance to orders that exceed the provided budget

• Can view infoice archive

  • Grants the role access to the invoice archive, found at /b2b_platform/invoice

Customer Data

• Can create addresses

  • Allows the role to create new addresses. If disabled, addresses can only be viewed.

• Can edit addresses

  • Allows the role to modify already existing addresses.

• Can edit and view customer data

  • Allows the role to modify contents of the Account page /b2b_platform/account

Bonus program

• Can redeem bonus

  • Allows the role to redeem bonus while placing orders

• Can view bonus

  • Allows the role to view the bonus

Translating Roles

Roles are translated using translation tables. Learn more here: https://docs.b2b-sellers.com/b2b-platform/user-documentation/admin-settings-configuration/translation-of-b2bsellers-specific-features#translation-tables-database