Administration
User Accounts shows each user’s email, assigned roles, customer accounts, buying permissions, and status. Select a user to manage access in the Catalog, Customers, Buyers, Permissions, and AI Knowledge tabs.
Use Search to find a user, or select New User to add one. The list includes User, Email, User Roles, Customer Accounts, Buying Permissions, and Status.
When you open a user, use the tabs to review and manage their access:
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Catalog: Select the product categories the user can access.
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Customers: Review or manage the customer accounts available to the user.
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Buyers: Review or manage the user’s buying access.
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Permissions: Set Bulk Upload access, Inbox Summary visibility, and Functions access.
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AI Knowledge: Assign Knowledge Base Admin or Knowledge Base Manager roles. A Knowledge Base Admin must also be a Company Admin and has Knowledge Base Manager capabilities. Before the company has any Knowledge Base role assignment, company admins are treated as Knowledge Base admins; after the first assignment, explicit role assignments determine access.
To add a user, select New User and enter the required First Name, Last Name, and Email. Choose an Admin User Role (Company Admin, Buyer Admin, Sales Admin, or Buyer/Seller Admin), then set the required Catalog Access and Bulk Upload Access values. Select Create when the form is complete.
For an existing user, the Permissions tab shows these controls:
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Bulk Upload: None, Limited (add new products, components, and variants), or Full (create and overwrite data). Company Admins have full access.
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Inbox Summary: Display or Do not display the Collection Inbox Summary.
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Functions: None, View, or Edit (create, update, and manage functions). Company Admins have full access.
