How to manage user roles & permissions in the SellersFi App?

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