Robust user permissions ensure the integrity of your MarketTime account when staff members, salespeople, temporary employees, and other users interact with our system. The "Main Admin" (or "Super User" feature) provides you with granular control over what users can and cannot do in your account.
In this article, you'll learn about user permission capabilities for sales agencies in the MarketTime web portal.
Here are a few things to keep in mind before configuring user permissions in your account:
- The user permission feature in the MarketTime web portal is enabled by request
- Please reach out to support@markettime.com to enable this feature
- This article describes user permission settings for Sales Agency Admin and Salespeople accounts within a Sales Agency.
- Manufacturer and Retailer accounts do not yet have user permission controls.
- Only the "Main Admin" / "Super User" can control user permissions for other admins and salespeople in the account
- Other Admin users can see the "Permissions" column on the "Billing & Payment" page but cannot edit permissions for other admin users, the main/super admin, or salespeople.
- Salespeople cannot control user permissions.
- Features exclusive to https://apps.markettime.com (such as certain reporting or commission-based permissions) will only apply to the Web Portal (https://apps.markettime.com).
- The permissions available in the manufacturer section of you account may vary depending on who manages the data in an account. For example, a "Read/Write" permission will look different for a Manufacturer managed account vs. an Agency managed account.
Video Overview
About Permission Levels
User permissions can be set to one of three settings:
| Read Only | Read/Write | Disable Access | |
|---|---|---|---|
| Description | Users can only view or read this information. | Users can view, add, edit, and delete this information. | This information is hidden, and users cannot view or edit it. |
| Add/Create | ❌ | ✔️ | ❌ |
| View | ✔️ | ✔️ | ❌ |
| Edit | ❌ | ✔️ | ❌ |
| Delete | ❌ | ✔️ | ❌ |
| Example |
Understanding the Screen
To access this screen, go to your account in apps.markettime and click on "Billing & Payment" in the dropdown under your name. Only the main admin will be able to see and/or edit the "Permissions" column.
-
Company: The name of the assigned user role. There are two possibilities in this column:
-
Salespeople: This is the same name on the "Salespeople" screen on the user's profile page. This will correlate to the "Role" column on the right (Salesperson).
-
Admin Users: Those admin users within your company will be displayed as "Company User" in this field. This will correlate to the "Role" column to the right (Admin).
-
Salespeople: This is the same name on the "Salespeople" screen on the user's profile page. This will correlate to the "Role" column on the right (Salesperson).
- Active: When this toggle is enabled, it signifies that the user is active in your company. Disabling it will immediately revoke this user's access to your company.
- Name: This is the user's name—the name they entered when creating their user account when they first gained access to MarketTime. Keep this in mind if you manage temporary users or those who may have names different from their salesperson record.
- ID: This is the unique ID of the user's role. It will either be a Salesperson ID (beginning with the letter S) or your company's RepGroup ID if the user is an Admin (beginning with the letter R).
- Email: The user's email address is entered when creating a new Salesperson or when the Admin user registered for MarketTime access.
- Role: This will display Salesperson, Admin, or Main Admin. This correlates with the Company column as well. The Main Admin is the user(s) with access to manage user permissions.
- Permissions: This button is where the Main Admin determines permissions for each user. Those who aren't the Main Admin may see the icon, but it won't be intractable.
- Show All Customers? When this toggle is enabled, users can toggle between their assigned customers and all customers within your company on the Web Portal AND in MarketTime Pro regardless if they are set to "Show Mode" or not.
- Show All Manufacturers? When the toggle is enabled, the user can see all manufacturers in the left-side navigation. Users can also see all manufacturers on order forms when creating summary and line item orders. This setting is also known as "Show Mode for the Web App" because it enables salespeople to write orders using apps.markettime.com during shows and markets. This setting does not cascade to the mobile order writing app and only applies to the MarketTime web portal.
- Order Code: This is the default Order Code for all orders written within the Web App for the user.
User Roles
Permission settings are determined by user role, including:
- Admin
- Salesperson
As a reminder there are 18 variations between the two user roles, the type of permission granted to the user, and who is managing the data. The "Read/Write" permission in particular may act different when viewing 2 different manufacturer pages.
The control panel for each user role looks like this:
| Admin | Salesperson |
|---|---|
Configuring User Permissions
To configure user permissions, the main admin should follow these steps:
- Login to your MarketTime web application account
- Click on your name in the upper right corner of the header
- Click Billing & Payment
- Navigate to the Available Users list
- Click the padlock icon in the Permissions column to view or configure user permissions
- Configure permissions based on each person's user role
- To return the user to the default settings for their role, click Reset
- When you're finished, click Save
What can be controlled by user permissions?
Below is a list of which parts of the MarketTime web application can be controlled through user permissions if granted a "Read/Write" permission:
|
Permission |
Admin |
Salesperson |
Default Setting |
|---|---|---|---|
| Orders | |||
| Transmit Orders | ✔️ | ✔️ | Read/Write |
| Edit Order Writer | ✔️ | ❌ | Read/Write |
| Track Payment | ✔️ | ✔️ | Admin: Read/Write Salesperson: Read Only |
| Payment Terms | |||
|
Edit Default Payment Terms
|
✔️ | ✔️ | Admin: Read/Write Salesperson: Read Only |
| Customers | |||
| Customer Assignments | ✔️ | ❌ | Read/Write |
|
Add Customers
|
✔️ | ✔️ | Read/Write |
|
Edit Customers
|
✔️ | ✔️ | Read/Write |
|
Parent Chains
|
✔️ | ❌ | Read/Write |
|
Import Customers
|
✔️ | ❌ | Read/Write |
| Manufacturers | ✔️ | ✔️ | Read/Write |
| Salespeople | |||
| Salespeople | ✔️ | ❌ | Read/Write |
| Order Payments | |||
|
Manage Invoices
|
✔️ | ❌ | Read/Write |
|
Commissions & Check Log
|
✔️ | ❌ | Read/Write |
|
Balance Checks & Pay Salespeople
|
✔️ | ❌ | Read/Write |
|
Adjustment
|
✔️ | ❌ | Read/Write |
|
Import Commissions
|
✔️ | ❌ | Read/Write |
| Reports & Analytics | |||
|
Reports 1: List & Labels
|
✔️ | ✔️ | Read/Write |
|
Reports 2: Order Sales
|
✔️ | ✔️ | Read/Write |
|
Reports 3: Item Sales
|
✔️ | ✔️ | Read/Write |
|
Reports 4: Order Payments
|
✔️ | ✔️ | Read/Write |
| Maintenance | |||
|
Division & Territories
|
✔️ | ❌ | Read/Write |
|
Barcode Labels
|
✔️ | ❌ | Read/Write |
|
Manage Callouts
|
✔️ | ❌ | Read/Write |
|
Manage Categories
|
✔️ | ❌ | Read/Write |
|
Category Groups
|
✔️ | ❌ | Read/Write |
|
Promotion Groups
|
✔️ | ❌ | Read/Write |
|
Salesperson Groups
|
✔️ | ❌ | Read/Write |
|
Import/Export Items
|
✔️ | ❌ | Read/Write |
| Settings | |||
|
Manage Showrooms
|
✔️ | ❌ | Read/Write |
|
Manage Trade Shows
|
✔️ | ❌ | Read/Write |
|
Manage Seasons
|
✔️ | ❌ | Read/Write |
|
Manage Order Defaults
|
✔️ | ❌ | Read/Write |
|
Manage B2B Ecommerce
|
✔️ | ❌ | Read/Write |
Settings Details
Orders
Edit Order Writer
As the main admin for a sales agency, you can control which admin users can change order writers on orders.
Track Payment
As a Main Admin for your sales agency account, you can decide which admin users and which salespeople can view or edit invoices and commissions on orders through the "Track Payment" button:
Payment Terms
Edit Default Payment Terms
As the Main Admin for a sales agency account, you can determine who has the ability to modify the default payment term set for a manufacturer and customer. By default, this permission will be set to "Read/Write", allowing all users to edit a default payment term. However, the main admin can assign a user the "Read Only" permission, restricting their ability to edit default payment terms on the Repgroup Retailer Manufacturer page and within orders.
All users are designated the Read/Write edit default payment terms permission, by default
The main admin can designate the Read Only permission to a user.
Customers
Add Customers / Edit Customers
As the Main Admin for a sales agency account, you can decide which users can add new customers to your account by using the "Add Customers" permission setting. You can also control which users can edit existing customers but not add new customers through the "Edit Customers" permission setting.
Here are a few possible scenarios and the settings to use "Add Customers" and "Edit Customers" based on what you want users to be able to do in your account:
Scenarios:
- Add New Customers and Edit Existing Customers
- Only Edit Existing Customers
- Only View Customers
- No Customer Access
Add New Customers and Edit Existing Customers
For example:
- This user should be able to view customers
- And add new customers
- Once this user has added a new customer, this user should also be able to edit that customer to correct any typos or update address or contact information
- This user should also be able to edit existing customers created by other users
To accomplish this, use these settings:
- Add Customers - Read/Write
- Edit Customers - Read/Write (selected by default if a user can add customers)
Only Edit Existing Customers
For example:
- This user should be able to view customers
- But should not be able to add new customers
- This user can edit existing customers to correct typos or update contact information
To accomplish this, use these settings:
- Add Customers - Disable Access
- Edit Customers - Read/Write
Only View Customers
For example:
- This user should be able to view customers
- But should not be able to add new customers
- And should not be able to edit existing customers
To accomplish this, use these settings:
- Add Customers - Read Only
- Edit Customers - Read Only
No Customer Access
For example:
- This user should not be able to view customers
- And should not be able to add new customers
- And should not be able to edit existing customers
To accomplish this, use these settings:
- Add Customers - Disable Access
- Edit Customers - Disable Access
Parent Chains
As a Main Admin for a sales agency account, you can now decide which admin users in your account can view or edit parent chains:
Import Customers
Control which admin user can import customers:
Show All Customers
As an admin for a sales agency, you can control which salespeople can view all customers when using the MarketTime web app or MarketTime Pro to write orders. When this toggle is enabled, users can toggle between their assigned customers and all customers within your company on the Web Portal AND in MarketTime Pro regardless if they are set to "Show Mode" or not.
| ON | OFF |
|---|---|
Manufacturers
Permissions act differently with the Manufacturer screens because there are multiple ways a Manufacturer (and you) engage with their data. The three most popular are shown in the table below along with what permissions would look like if set to "Read/Write."
Permissions
| Read Only | Read/Write | Disable Access |
|---|---|---|
|
Features are visible but uneditable |
Features are editable dependent on who is managing the data for the Mfr |
Features are uneditable and may not be visible or show as grayed out |
For more information about configuring a manufacturer and managing data, please visit the article HERE.
Manufacturer Data Management Paths:
- Manufacturer-Managed (aka Direct Connection)
- Agency Managed (aka No Connection)
- 1:1 Shared (aka Shared Connection)
- Hybrid - NOT SHOWN
| Manufacturer Managed | Agency Managed | 1:1 | |
|---|---|---|---|
| What does this mean? | The Manufacturer manages their MarketTime account, including products, items, catalogs, and settings. | The Agency manages the Manufacturer's products, items, catalogs, and settings | The Manufacturer and Sales Agency share responsibility for managing products, items, catalogs, and settings. NOTE: this setup is only possible when the Manufacturer is associated with ONE Sales Agency. |
| Show Me! | Shown by an "eyeball" icon |
Shown by a "paper/pencil" icon |
Shown by a "paper/pencil" icon and a 1:1 designation by the Mfr's name |
| What do "Read/Write" permissions control? | If the Manufacturer manages their data, the Agency will have permissions limited to editing the following:
|
If the Agency manages the Manufacturer's data, the Agency can control all aspects of these manufacturers including adding/deleting items, prices, promos, catalogs, etc. as needed. NOTE: with the Manufacturer screen there is no way to designate different permission levels for different features. | If the Agency shares management of the Manufacturer's data, both parties can control all account aspects including adding/deleting items, prices, promos, catalogs, etc. as needed. NOTE: with the Manufacturer screen there is no way to designate different permission levels for different features. |
| What do "Read/Write" user permissions not control? | Manufacturer-managed accounts do not allow the Sales Agency to edit:
|
If the Agency manages the Manufacturer's data, the Agency can control all aspects of these manufacturers including adding/deleting items, prices, promos, catalogs, etc. as needed. NOTE: with the Manufacturer screen there is no way to designate different permission levels for different features. | If the Agency shares management of the Manufacturer's data, both parties can control all account aspects including adding/deleting items, prices, promos, catalogs, etc. as needed. NOTE: with the Manufacturer screen there is no way to designate different permission levels for different features. |
FAQs
- The Manufacturer Permissions setting is only currently available for Agency "R" accounts
- Edits to the Manufacturer Permission toggle will only impact Manufacturers that the Agency shares data management responsibility (1:1/Shared) or that the Agency completely manages for the Manufacturer (No Connection/Agency Managed).
-
There is an enhancement request in the queue to allow Agency Main Admins more flexibility in determining which features can be permissioned as "Read Only" or "Read/Write" by different team members.
Order Payments
Balance Checks & Pay Salespeople
As a Main Admin for your sales agency account, you can also decide which admin users can balance checks and pay salespeople in your account:
Additional settings will be coming soon. Please follow our release notes for more information: Release Notes: MarketTime Cloud and Mobile App.
Example Permission Setups
Admin User
Below is an example of an admin user that has a primary job of invoice/commission entry and reconciliation:
Salesperson
Below is an example of a Salesperson user who works as an assistant to an actual Salesperson for the company, just doing data entry for the Salesperson. This user will not need to see any data related to reports and should not be able to transmit orders:
FAQs
Here are some frequently asked questions we receive about user permissions:
What is the default set of permissions for admins and salespeople?
The default for each role can be found in this article by clicking on these links:
How do I prevent reps from being able to see anything commission-related?
To prevent a salesperson (sales rep) from being able to see commission-related information in the MarketTime web app, use this permission setup:
- Orders > Track Payment: Disable Access
- Reports & Analytics > Reports 4: Order Payments: Disable Access