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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.

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How-to

To update or change team permission settings in a Showroom:

  1. Click on the Showroom Settings.

    Showroom Settings menu used to open showroom configuration options.

  2. Click on the “Team” tab.

    Showroom settings page with the Team tab selected.

  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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