User Roles and Order Approvals

- If you are a registered Super User, you can see and edit all company contacts under the Company Users section of the Account dashboard. There are 4 roles you can select for each user:

• Super User- controls other users, sets, permissions, can remove other users, can approve orders for Limited Users, orders do not require approval. 
• Credit Manager- can approve orders for Limited Users, orders do not require approval
• Default- normal user, orders do not require approval
• Limited User- orders require approval, can restrict ship to access or ability to edit information in the account

- If you would like a require a user under your company have their orders approved you will go to Edit and change their role to Limited User. 

Order Approval Process

- Limited User will log in and place their order through the cart as normal. Their only option will be Submit For Order Approval. 

•  The order will be submitted for approval. All registered Super Users and Credit Managers on the account will receive an email notifying them of a new order needing approval. 
• Orders requiring approval will appear in Order Approvals in the left sidebar of My Account
• The Super User or Credit manager has 3 options for orders requiring approval:

1. Modify Order in Cart- Order will be moved to Super User's cart for editing items or shipping address and placed for processing.
2. Approve  Selected - Submit the order as is for processing. 
3. Reject Selected - Cancel the order, will not be submitted for processing.

Top of the page

Bottom of the page

- Confirmation number and ETA will be sent by email when the order has been processed successfully.