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Manage Team Settings and Permissions in a Showroom

How to update team member permissions in a Showroom, including what each permission controls for presentations, products, prices, orders, customers, and ownership.

Updated this week

How-to

To update or change team permission settings in a Showroom:

  1. Click on the Showroom Settings.

  2. Click on the “Team” tab.

  3. Update or change team permission settings.


Permission Summary

  • Edit Presentations: Allows a user to create new presentations and edit existing ones. Unchecking it will only allow the user to view presentations and prevents them from seeing the primary product list.

  • Edit Products: Allows a user to edit products. Unchecking it will only allow the user to view products under a presentation.

  • Edit Prices: Allows a user to edit prices. Unchecking this will automatically uncheck “Edit Products.”

  • Manage Orders: Allows the user to see all orders (both inside and outside team).

  • Manage Customers: Allows the user to see all customers — both the brand’s inside team customers and the agent’s outside team customers — when associating orders. For Outside Team members, enabling this permission allows them to view the Inside Team’s customer list from the order form. Use the “Choose A Customer” modal to filter between the two customer lists.

  • Owner: Allows you to transfer ownership of the Showroom from one user to another.

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