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.

    • Related Articles

    • Manage agents (Old version)

      In JMango360 B2B system, a sales agent is a salesperson authorized by a business owner to buy products on behalf of a company. Each sales agent can buy for different companies. At the same time, each company can have different sales agents. Create ...

    • Sell in quantity increments (Old version)

      Selling in larger quantity step values rather than in increments of 1 is required in many cases. For example, you want to sell soaps in 6 packs but manage inventory by the single bar. In this case, you want to set 6 as incremental quantity so your ...

    • Set up automated emails

      Automated emails such as quotation request and password reset are important to every B2B business. In this article different ways you can configure automated emails for your B2B system. Understand the options Use your own SMTP Use JMango360 SMTP with ...

    • Storefront - Role & Permission Management

      Role & Permission Screen  Screen User Permission will be displayed as a menu item in the account dashboard's side menu for the B2B Buyer. Action  B2B Buyers can edit their employee's roles and create order limits here.  When clicking on User ...

    • Admin Portal - Role & Permission

      What features does JMango360 B2B Solution Admin Portal offer? This feature allows Admin:  Set permissions for all employees for all companies of all stores Set permissions for all owners for all companies of all stores Set permissions for all agents ...