1. Organization Access

  2. Location Access

  3. Granting Access

  4. Learn more about employee roles and access levels...

To manage your Employees and their access levels, you must first navigate to the Settings & Configurations Block and then select the Employees Block. Employees can have access to the Organization, the Location(s) within the Organization, or both. 

Organization Access

When an employee has access to the organization, they can take certain actions on behalf of the organization itself, or any locations associated with the location.

Location Access

When an employee has access to a location, they can take actions only within the context of that location.  

Granting Access

Access to all entities, including both organizations and locations has to be specifically granted. This means that having access at the Organization level does not automatically grant access to any associated Locations. To learn more about how to grant employees Organization or Location access to your account, click here!

Learn more about employee roles and access levels...

Settings & Configurations Block Access

Sales Block Access

Customer Center Block Access

Delivery Tracking Block Access

Product Management Block Access

Accounting Block Access

Reporting Block Access

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