User Roles
You can choose to add users to your account to help you manage your SellersFi account.
Admin Role
Full access to the account
Super Manager
Full access to the account. Cannot manage other users (only view).
Manager
Can manage products. Cannot manage other users or manage General Business Information (only view). Cannot see sensitive data.
Viewer
Can only view the information inside the account, with no editing capabilities. Cannot see sensitive data.
Assigning User Roles
See instructions below:
- Log into your SellersFi account
- Click on your company’s name on the lefthand side of the Sellersfunding Portal
- Click on Manage Company on the dropdown menu
- Click New User
- Follow the instructions
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.