Preview build — this screen shows the layout and the rules. Sign-in, saving and live data arrive with the full platform.
Only you are on this account. Invite someone by email and they get their own sign-in, while the orders stay on your account.
What each person can do
Roles.
| Owner | Buyer | Viewer | |
|---|---|---|---|
| Place orders | Yes | Yes, up to a limit you set | No |
| See every order on the account | Yes | Own orders only | Yes |
| See credit terms and limits | Yes | No | No |
| Invite or remove people | Yes | No | No |
| Change company details | Request only | No | No |
When someone leaves, remove them here. Their sign-in stops working immediately and you do not have to change anyone else’s password. The account holder is responsible for orders placed by anyone still on the account.