SellersFi offers the ability to have and manage multiple different types of users in your account. This is helpful if you have multiple business partners or owners or team members who will need access to the account, so you don’t have to share a single log in (AKA better security).
User Roles
- Admin: Full access to the account.
- Super Manager: Full access to the account, but cannot manage other users (only view access of other users).
- Manager: Can manage products and applications. Cannot manage other users or manage General Business Information. Cannot see sensitive data.
- Viewer: Can only view the information inside the account with no editing capabilities. Unable to see any sensitive data.
Assigning User Roles
Once you log in to your SellersFi account, click on your company name on the left sidebar. From there, you’ll want to “Manage Company”. You can add a new user (following the on-screen instructions) or manage existing users (pending you have the right permissions).
Permissions Table
|
|
Admin |
Super Manager |
Manager |
Viewer |
|
|
|
|
||
General Information |
|
|
|
|
|
Company Information |
Edit |
x |
x |
|
|
Sensitive Data |
x |
x |
|
|
|
View |
x |
x |
x |
x |
|
Bank Account Information |
Add |
x |
x |
|
|
Edit |
x |
x |
|
|
|
View |
x |
x |
x |
x |
|
MarketPlace Information |
Add |
x |
x |
|
|
Sensitive Data |
x |
x |
|
|
|
View |
x |
x |
x |
x |
|
Owner Information |
Add |
x |
x |
|
|
Edit |
x |
x |
|
|
|
Sensitive Data |
x |
x |
|
|
|
View |
x |
x |
x |
x |
|
Users |
Add |
x |
|
|
|
Edit |
x |
|
|
|
|
View |
x |
x |
x |
x |
|
Application |
|
|
|
|
|
Working Capital |
Apply Now |
x |
x |
x |
|
Accept Proposal |
x |
x |
x |
|
|
Draws |
x |
x |
x |
|
|
Details Information |
x |
x |
x |
x |
|
Agreement |
x |
x |
x |
|
|
View Schedule |
x |
x |
x |
x |
|
Daily Advance |
Apply Now |
x |
x |
x |
|
Accept Proposal |
x |
x |
x |
|
|
Details Information |
x |
x |
x |
x |
|
Agreement |
x |
x |
x |
|
|
Digital Wallet |
Apply Now |
x |
x |
x |
|
Agreement |
x |
x |
x |
|
|
Accept Proposal |
x |
x |
x |
|
|
Details Information |
x |
x |
x |
x |
|
Balance |
x |
x |
x |
x |
|
Conversion |
x |
x |
x |
|
|
Withdraw |
x |
x |
x |
|
|
Recipients |
x |
x |
x |
|
|
Add Funds |
x |
x |
x |
|
|
Schedule To Pay |
x |
x |
x |
|
|
View Transactions |
x |
x |
x |
x |
|
Quick Pay |
x |
x |
x |
|
|
Prepaid Card |
Apply Now |
x |
x |
x |
|
Agreement |
x |
x |
x |
|
|
Details Information |
x |
x |
x |
x |
|
Add funds |
x |
x |
x |
|
|
Add new card |
x |
x |
x |
|
|
Cancel |
x |
x |
x |
|
|
Suspend card |
x |
x |
x |
|
|
View Transactions |
x |
x |
x |
x |
|
Replace |
x |
x |
x |
|
|
VAT |
Apply Now |
x |
x |
x |
|
Edit |
x |
x |
x |
|
|
Agreement |
x |
x |
x |
|
|
Details Information |
x |
x |
x |
x |
|
Payment |
x |
x |
x |
|
|
Comments
0 comments
Article is closed for comments.