How-to
To update or change team permission settings in a Showroom:
Click on the Showroom Settings.
Click on the “Team” tab.
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. To manage customer lists effectively, follow these steps:
Open the “Choose A Customer” modal within an order.
Use the filtering options to navigate between the two available customer lists.
Select an existing customer from the filtered results to add them to the order. Even with permissions enabled, Outside Team members cannot access the full, account-wide customer list independently. Their visibility remains limited to their own customers, and they can only view the Inside Team’s customer list via the "Choose A Customer" modal within an order.
Owner: Allows you to transfer ownership of the Showroom from one user to another.