Pebble allows you to set up different user permissions levels for your team/staff members.
1. Overview
User Permissions functionality can be found in the Settings section of the supplier portal.
There are two levels of User Permissions that can be set-up:
Admin Access
These users will have complete access to the Supplier
Registers Only Access (or Non-Admins)
Users that are not set-up as Admins will only have access to the registers that they have been assigned to
2. Setting up Users
To set-up a new user for a supplier account:
Click the 'Add' button in the User Permissions section
Enter the the name and email address of the User you would like to set-up
Define whether they should have full admin access or not
Click 'Send Invite'
This will send an registration email invitation to the user
Once the user has registered they will have access to the supplier portal at the level you have defined
Note: admins are able to updated the access level of other users on the account as well as delete users if required. Deleting a user removes their access to a particular account.
3. Adding Users to an Activity
Admins have access to all registers by default and do not need to be added to an activity in order to access its registers.
To add a non-admin to a register:
Select the 'Team' tab when adding or editing an activity
Select the tick box next to the user/team member that you want to give register access to
Click save
Users/Team Members selected will now have access to the registers for the activity they have been added to.
4. Admin View of Registers
Admins will have full access to the supplier portal and all registers
5. Registers only access
Users with register only access (non-admins) will only have access to the registers view in the supplier portal and only the registers they have been assigned against.