How to Manage Your Account

Customer Admin

Settings

Skip Intermediate Approval Levels

Suspended Order Display Options

• Show only suspended orders assigned to manager
• Show all suspended orders with hierarchy
• Show all suspended orders less than manager approval level

Shopper

Admin has the ability to delete Shoppers. You can also click on the Shopper e-mail to do the following:

• Assign or change password, e-mail, or name of shopper
• Select a role for employee: Shopper, Manager, or Admin
• Select a Manager for a Shopper
• Set approval limit, default address, and default shipping method for Shopper
• Hide pricing from Shopper
• Give access to view invoices, past purchases, open orders, open quotes, and open accounts receivable

Manager

Edit Log In

Edit password and password hint

Edit Personal Information

Edit e-mail address

My Shopping Lists

Create new shopping lists

Shopper Approvals

Manager shoppers (and administrators) have a feature on their My Account page called Suspended Orders. This feature allows them to search for and approve suspended orders. Orders are suspended any time a regular shopper goes over the amount they are allowed on a single order.

Shopper

Edit Log In

Edit password and password hint

Edit Personal Information

Edit e-mail address

My Shopping Lists

Create new shopping lists