Set up roles and permissions (Old version)

Set up roles and permissions (Old version)

JMango360 B2B introduces different roles and permissions to serve the B2B ordering process. By configuring the role permissions, you can customize the information your users can see or access in the system. For example, you can let a senior agent manage quote while a junior agent cannot.

User roles

JMango360 B2B defines the following roles:
  1. Admin: An admin has access to all companies and resources. It is a super user with full permissions that cannot be configured.
  2. Owner: An owner has access to its associated company only. Permissions for owners can be set up globally and on company level.
  3. Employee: An employee has access to its one and only associated company. There are two levels for employee accounts: junor and senior. Permissions for each employee's level can be set up globally and on company level.
  4. Agent: An agent has access to all companies it is associated with. There are three levels for agent accounts: junior, senior, and super. Permissions for each agent's level can be set up globally.

Set up global permissions

Role permissions are an effective way to manage what sales information and resources your users can view and access. Do the following to set up global permissions for all user roles except admin:

Step 1: Log in to your B2B admin portal.
Step 2: In the side menu, go to General Settings > Roles & Permissions.
Step 3: Select a user role, either Employee, Owner, or Agent.
Step 4: For Employee and Agent, select a role level (Junior, Senior, Super) before configuring the permissions. 
Step 5: Set up permissions for each role level or role in the hierarchy tree.
Step 6: Click Update to save changes.

Set up permissions for company users on company level 

Besides global permissions, you can set up permissions for company users on company level. Permissions on company levels apply to company owners and employees and are inherited from global permissions.

Step 1: Log in to your B2B admin portal.
Step 2: In the side menu, go to Company > Manage Companies.
Step 3: Search for a company, then click the Edit button to the right of the company.
Step 4: In User Permission tab, select either Employee or Owner to edit permissions.
Step 5: Set up permissions for each role level or role in the hierarchy tree.
Step 6: Click Update to save changes.

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