Managing & Configuring Accounts

• Associate Account Profiles
• Configuring General Account Settings
• Editing Account Permissions
• Managing Account Addresses
• Managing Account Departments

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Managing & Configuring Users

• Associating a Price List with a User
• Associating a Profile to a User
• Configuring Additional User Attributes
• Configuring Approval Management for a User
• Configuring General User Settings

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Managing Admin Users

• Configuring an Admin User
• Converting a User to Admin User
• Managing Admin Users

Managing Guest Users

• Configuring a Guest User
• Managing Guest Users

Managing Sales Reps

• Configuring a Sales Rep
• Managing Sales Reps

Managing User Groups

• Managing User Groups

Managing User Profiles

• Associating a Price List with a User Profile
• Managing User Profiles
• Configuring a User Profile