Invite and manage users to your supplier dashboard
User Management
Invite and manage users to your supplier dashboard
Inviting a user
1. On a Supplier Admin profile, select 'Users' from the left hand menu
2. Click "Invite user" on the Users page
3. Add the email of the user you want to add and select the level of permission.
For a full list of user roles and permissions, see the guide on this page below.
Note: If you are a multi-tenant organization, you can choose to give your user access to 1 or more of your tenants
What is a 'tenant'?
A tenant is a subcategory of your supplier dashboard. Some suppliers have several offices in different countries and their 'tenants' represent the different offices who deal only with certain customers
User Permission Types
A user may be assigned one role for each tenant. (need to confirm how this works)
| Admin | Sales Manager | Buyers Manager | Financial Manager | Invoice Coordinator | Viewer | |
| View and download invoices | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Request coverage for buyers | ✅ | ✅ | ✅ | ✅ | ✅ | |
| Add and edit Buyer details | ✅ | ✅ | ✅ | ✅ | ||
| Create and edit invoices | ✅ | ✅ | ✅ | |||
| Add and edit Supplier bank details | ✅ | ✅ | ||||
| Edit Supplier business details | ✅ |
Invoice Coordinator
This type of user may
- Send buyers an invitation link to 40Seas
- Send buyers a link to approve their invoice
- Add invoices to buyers and attach documents to the invoice
- Add a credit request to the buyer
- Send buyers link to add their payment details
The administrator of your organization can change the level of permissions for their users at anytime
Buyer Management
This type of user may
- Edit the business information of the buyer
- Create a credit request under a buyer
- Send buyers an invitation link to 40Seas
- Send buyers link to add their payment details
This type of user cannot:
- Add or cancel invoices
- Attach documents to invoices