Product Documentation
Product Documentation
Using the Customer Mobile App, you can view your employee accounts associated with a company and edit their user permissions. To begin, start by opening the app.
Select the "Menu" icon.
Select "Employees".
The Employees screen will show a list of employees, or users, associated with the company you're logged in under. To view only accounts that are active, select the "Filters" icon.
Tap on the "Active" filter to sort the list of users by active accounts.
Select the "Apply" button to apply your filters.
Now, with the applied filters, the screen will only display the active accounts. To edit a user's account permissions, tap on any user.
By clicking into a user's account, you'll be brought to their account Details page. This is where you can edit permissions. To begin, you can use the toggle button to allow the user to place orders. Turn on the button to allow this setting or turn it off to disallow it.
To keep an account active, ensure the toggle button associated with the "Active" setting is turned on. To deactivate an account, turn off the toggle button.
Under the "Permissions" section, add any permission by selecting the checkbox associated with it. Remove any permission by deselecting the checkbox associated with it.
Once you are finished editing a user's account permissions, select "Save" to save your changes.
