How-to
To edit team member settings and notification preferences:
In the left-hand panel, click the “Account” icon and click “Subscription.”
Select the User: Click on the name of the user you’d like to edit.
Adjust Settings: A panel will pop up, allowing you to set their Notification Preferences and Account Permissions.
Presentation email notifications: Controls notifications for this user when a presentation is viewed.
Order email notifications: Controls notifications for this user when an order is placed or assigned.
Permissions
Edit Customer Data: This setting allows the user to view and edit Customer List entries created by team members.
Edit Order Data: This permission enables the user to view and edit all orders associated with team members and generate Order Reports in Showrooms where they share access.
Account Owner: A user with this setting will be listed as an Owner and can add/remove users to the team and manage subscriptions.
Admin: This indicates the user is part of the admin team.