How-to
Understanding Free User Limitations
It’s important to remember that Free users do not have access to paid features, even if they are part of a team with Paid users.
Capabilities of Free Users in a Team
Free team members in your Showroom can perform the following actions (permissions may be required):
View all Products
View Presentations*
Create Products (up to their limit)*
Edit Product information*
Upload and manage Product images*
Edit Product Prices*
Create Presentations (up to their limit)
Edit Presentations*
Generate and send their own Presentation links
See a list of Orders
Open Orders (up to their limit)
Write Orders (up to their limit)
Manage Showroom Settings*
Manage Showroom users*
*Requires permission to be granted within the Showroom.
Account Owner Privileges for Free Users
If a Free user is granted Account Owner status, they gain the ability to:
View Subscription Page
Manage Subscriptions and Payments
Manage Billing
Manage Notification Settings and Team Permissions within the Team
Manage Customers List
Common Use Cases for Free Team Members
Here are some typical scenarios for utilizing Free team members:
Assistive Role: You might have a designer or data entry assistant who primarily adds images and ensures product information accuracy.
Trial Sales Agent: If you’re onboarding a new sales agent and want to assess their performance before upgrading, you can start them with a Free account.
Accounting: Providing your accounting team with Free user access allows them to review subscription charges and update billing information.