Employee Management Screen 

Screen Company Employees will be displayed as a menu item in the account dashboard's side menu for the B2B Buyer. 

Action 

B2B Buyers can view the list of employees, search, create new employees and edit data about company employees. 

View Company Employees list 

The components of the screen Company Employee List include: 

• Title: “Company Employees”

• Fullname column: Display the full name of the company's employees.

• User ID column: Display the User ID of the company's employees.

• Email column: Display the Email of the company's employees

• Time Created column: Display the Time Created for the company's employees' account

• Role column: Display the role of the company's employees.

• Level column: Display the level of the company's employees.

• Enable column: Activate or deactivate Employees' accounts.

• Action column: B2B buyers can edit/ delete Employees' accounts there. 

How: Login as a B2B Buyer, Navigate Account > Company Employees 

Sort employee's account

B2B Buyer can sort information in 4 columns: Full name, User ID, Email and Level.

How: Login as B2B Buyer (Owner) Navigate Account > Company Employee. Click the "Sort " icon to arrange the data order in each column. 

Search employee's account

When B2B Buyers enter a keyword and press enter, the list will return all of the employees with the keyword in their full name or email.

How: Login as a B2B Buyer, Navigate Account > Company Employees > enter information in Search fields. 

Create an employee's account

The information B2B Buyer needs to fill in to create a new employee account includes: 

• Senior

• Junior

Default permissions that Admin can set up for each level include:

• Cart Management

Place Order

• Order Management 

View Order Detail

Export Order

View Order History

Rule: “Passwords must be at least 7 characters and contain alphabetic, numeric, and special characters“

*Auto Generate button: B2B Buyer (Owner) can auto-generate passwords for B2B Buyer Employees. When employees log in, they will be requested to change their password. 

How: Login as a B2B Buyer, Navigate Account > Company Employees > Create Employee. Fill in the information then click Create. If you don’t want to create an Employee, click Cancel. 

Edit employee's account

The information B2B Buyer can edit regarding employee's data includes: 

- Screen title: “Edit Employee”

- First name: (required field)

- Last name: (required field)

- Email address: (required field)

- Phone number: (required field)

- Role: default as “Employee"

- Level: Permissions for each level are based on the B2B buyer settings or Admin settings on Admin portal. 

• Senior

• Junior
  

- Password: (required field)

Rule: “Passwords must be at least 7 characters and contain alphabetic, numeric, and special characters“

- Confirm Password: (required field)

- User Status: Dropdownlist, display 2 options {Enable, Disable}. Display the current status of the employee. 

*Auto Generate button: B2B Buyer (Owner) can auto-generate passwords for B2B Buyer Employees. When employees log in, they will be requested to change their password. 

How: Login as a B2B Buyer, Navigate Account > Company Employees. 

In the Action column, click Edit. After editing data, click Update to save changes. 

After updating, a toast message will be displayed for 3 seconds: “Employee has been updated successfully". 

If you don’t want to perform the Employee data changes, click Cancel. 

Delete employee's account

How: Login as a B2B Buyer, Navigate Account > Company Employees. 

In the Action column, click Delete. 

The confirmation pop-up will be displayed to make sure you want to proceed. Click Yes to delete or No to NOT delete an employee.

After deleting, a toast message will be displayed for 3 seconds: “The selected user has been deleted successfully.”

Or if you want to hide the employee’s information and limit their access but don't want to delete their information permanently, Enable toggle can help. 

How: Login as a B2B Buyer, Navigate Account > Company Employees. 

Toggle the button to activate or deactivate employees' accounts.