Understanding B2BHub user roles

User roles in B2BHub are different to roles which a company uses to describe different job titles. There are essentially three levels of permissions available within B2BHub that can be configured in various ways to create the company rules you require the system to observe.

Note: This is a guide only. The titles and permissions of these roles may vary according to your company's personalised portal setup.

1. Super User
2. Manager
3. User

Here are some of the main tasks that the various levels are able to do.

Configuring B2BHub

Typically, there are several company structures that company's using B2BHub can emulate. Before your account is set up, your Account Manager will discuss these options with you.

1. Single login

A single user structure is useful when there is not a requirement for more than one login to B2BHub, or manage other users within the system. This user will be granted Super User permissions. 

• Super User permissions.
• Single user login (one email address) responsible for all purchasing.
• No ability to add or manage new staff / teams in a company hierarchy.
• Ability to have multiple delivery locations.

2. Manager-Only login

A Manager-Only structure is useful when you only want a select number of people to be responsible for purchasing. This might be useful for companies with Area Managers who need the authority over all purchasing, and report on uniform expenditure for their division. 

• Ability to have multiple Managers.
• Managers order on behalf of their team / division.
• Managers will be able to place orders for their team, track orders, download invoices and run reports.
• Super User(s) will be set up to oversee the activity of the Managers within the system. You can have multiple Super Users overseeing Managers underneath them.
• Ability to have specific, and multiple, delivery locations assigned to each Manager to control the delivery locations the Managers are authorised to deliver to.

3. Individual logins

Individual Login structure is one of the most common, where a Super User oversees multiple Managers who have Users underneath them. This is ideal if your company has teams, locations, divisions or brands to manage within the system.

• Ability to have multiple Managers.
• Managers order on behalf of their team / division.
• All users have individual logins.
• Ability to manage orders and expenditure on a User-level.
• Ability to have specific, and multiple, delivery locations assigned to each Manager to control the delivery locations the Managers are authorised to deliver to. By default, these delivery locations are then available to anyone underneath that Manager in the structure.
• Due to the flexible options available to Managers, you can have upper and lower level Managers set up in the system with different permissions. As indicated in the diagram above, lower level Managers can be nestled underneath Managers in the company structure.