Users and roles
Let your customers manage their own people
Each trade account can have many users. A head user at the customer adds buyers and accounts-payable users and decides what each one can do, so your team isn’t managing every login.
Roles that match how your customers buy
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Head users
Manage their company’s users and permissions, and see everything ordered on the account.
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Buyers
Search, build carts and place orders, within the limits the head user sets.
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Accounts-payable users
See invoices and statements and pay them online, without access to ordering if they don’t need it.
How it fits together
Your ERP knows the customer. TierCommerce knows the people who buy for them, and what each one is allowed to do.
Who sets it up
You set the account, they run it
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Your ERP The customer account, branches and addresses
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Your team Invites the first head user, sets limits on what’s allowed
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The customer’s head user Adds their own people and permissions
Users and permissions
- Many users on one customer account
- Roles with fine-grained permissions
- One login across several accounts
- Branches that bill to head office
What it controls
For people and AI co-workers alike
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What each user can do Browse, order, quote, pay or manage
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Where orders are billed The branch or head office account
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Who approves what The basis for approval rules
How it works
How a customer with a head office and three branches runs their own account.
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1
You invite one head user
Your team links the customer to their account in your ERP and invites one head user. From then on, the customer manages their own people, so your team isn’t resetting passwords or adding new staff.
- Customer accounts and branches from your ERP
- You decide which roles the customer can hand out
- Your team can still see and change anything
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2
They add their team
The head user adds buyers, accounts-payable staff and anyone who only needs to look. Each person gets the permissions their job needs, and nothing more.
- Buyers who can order but not pay invoices
- Accounts-payable users who can pay but not order
- Leavers removed by the head user, not your team
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3
Permissions follow them everywhere
Every screen checks the user’s permissions: what they can see, order, quote or pay. The same rules apply to AI co-workers acting for that user.
- One user across several customer accounts, if you allow it
- Branch orders billed to head office where set up
- A record of who did what
Account structures for real businesses
- Many users on each customer account
- One user across several customer accounts, if you allow it
- Fine-grained permissions set by the head user
- Branches that bill to head office
- Approval rules by role, spend or branch
- AI co-workers follow the same permissions
Add approvals on top
Orders and quotes can wait for the right person at the customer, by spend limit, role or branch.
Users and roles questions
Who sets up users at each customer?
A head user at the customer can add and manage their own buyers and accounts-payable users, so your team doesn’t have to.
Can one person buy for several companies?
Yes, if you allow it. One user can belong to several customer accounts and switch between them.
Can branches order but bill head office?
Yes. Branches can order for themselves and bill to head office.
Can an accounts person pay invoices without ordering?
Yes. An accounts-payable user can see invoices and statements and pay them online without ordering access.
See TierCommerce running on your own products.
Bring a price list and a recent purchase order. We’ll show you both working in 30 minutes.