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 the right amount of 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 application.
Quick Links
- Before You Start
- About Permission Levels
- User Roles
- Configure User Permissions
- What can be controlled by user permissions?
- Settings Details
- Example Permission Setups
- FAQs
Before You Start
Here are a few things to keep in mind before configuring user permissions in your account:
- The user permission feature in the MarketTime web app is enabled by request
- Please reach out to support@markettime.com to enable this feature
- This article describes user permission settings for sales agency accounts in MarketTime
- Manufacturer and retailer accounts do not yet have user permission controls
- Only the "Main Admin" user of each account can control user permissions for other admins and salespeople in accounts
- Admin users can see the "Permissions" column on the "Billing & Payment" page but cannot edit permissions for other admin users, the main admin, or salespeople
- Salespeople cannot control user permissions
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. |
| Add/Create | ❌ | ✔️ | ❌ |
| View | ✔️ | ✔️ | ❌ |
| Edit | ❌ | ✔️ | ❌ |
| Delete | ❌ | ✔️ | ❌ |
| Example |
User Roles
Permission settings are determined by user role, including:
- Admin
- Salesperson
The control panel for each user role looks like this:
| Admin | Salesperson |
|---|---|
Configure User Permissions
To configure user permissions, 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:
Permission |
Admin |
Salesperson |
Default |
Availability |
| Orders | ||||
|---|---|---|---|---|
| Transmit Orders | ✔️ | ✔️ | Read/Write | Now |
| Track Payment | ✔️ | ✔️ | Admin: Read/Write Salesperson: Read Only | Now |
| Customers | ||||
| Customer Assignments | ✔️ | ❌ | Read/Write | Now |
|
Manage Customers
|
✔️ | ✔️ | Read/Write | Now |
|
Add Customers
|
✔️ | ✔️ | Read/Write | Will replace "Manage Customers" September 2023 |
|
Edit Customers
|
✔️ | ✔️ | Read/Write | |
| ✔️ | ❌ | Read/Write | Now | |
| ✔️ | ❌ | Read/Write | Now | |
|
Manufacturers
|
||||
| Manufacturers | ✔️ | ✔️ | Read/Write | Now |
| Salespeople | ||||
| Salespeople | ✔️ | ❌ | Read/Write | Now |
| Order Payments | ||||
|
Manage Invoices
|
✔️ | ❌ | Read/Write | Now |
|
Commissions & Check Log
|
✔️ | ❌ | Read/Write | Now |
| ✔️ | ❌ | Read/Write | Now | |
|
Adjustment
|
✔️ | ❌ | Read/Write | Now |
|
Import Commissions
|
✔️ | ❌ | Read/Write | Now |
| Reports & Analytics | ||||
|
Reports 1: List & Labels
|
✔️ | ✔️ | Read/Write | Now |
|
Reports 2: Order Sales
|
✔️ | ✔️ | Read/Write | Now |
|
Reports 3: Item Sales
|
✔️ | ✔️ | Read/Write | Now |
|
Reports 4: Order Payments
|
✔️ | ✔️ | Read/Write | Now |
| Maintenance | ||||
|
Division & Territories
|
✔️ | ❌ | Read/Write | Now |
|
Barcode Labels
|
✔️ | ❌ | Read/Write | Now |
|
Manage Callouts
|
✔️ | ❌ | Read/Write | Now |
|
Manage Categories
|
✔️ | ❌ | Read/Write | Now |
|
Category Groups
|
✔️ | ❌ | Read/Write | Now |
|
Promotion Groups
|
✔️ | ❌ | Read/Write | Now |
|
Salesperson Groups
|
✔️ | ❌ | Read/Write | Now |
|
Import/Export Items
|
✔️ | ❌ | Read/Write | Now |
| Settings | ||||
|
Manage Showrooms
|
✔️ | ❌ | Read/Write | Now |
|
Manage Trade Shows
|
✔️ | ❌ | Read/Write | Now |
|
Manage Seasons
|
✔️ | ❌ | Read/Write | Now |
|
Manage Order Defaults
|
✔️ | ❌ | Read/Write | Now |
|
Manage B2B Ecommerce
|
✔️ | ❌ | Read/Write | Now |
Additional Settings
Additional settings can be configured to control:
- Show All Customers: Which salespeople can view all customers
- Coming soon! Order Codes: The order code that applies to new orders written by salespeople.
Settings Details
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:
Customers
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, control which salespeople can view all customers when using the MarketTime web app to write orders.
| ON | OFF |
|---|---|
Manufacturers
Manufacturers are of two main types:
- Self-Managed
- Agency Managed
| Self-Managed | Agency Managed | |
|---|---|---|
| What does this mean? | The manufacturer manages their MarketTime account, including products, items, catalogs, and settings. | As the sales agency, you manage this manufacturer's products, items, catalogs, and settings. |
| Show Me! | ||
| What do user permissions control? | Self-managed manufacturers have read-only permissions.
User permissions can be used to control who can view:
|
User permissions can be used to control all aspects of these manufacturers. |
| What do user permissions not control? | Self-managed manufacturers do not allow editing of:
|
Permission Examples
| Self-Managed | Read Only | Read/Write | Disable Access |
|---|---|---|---|
To learn more about the differences between these two types of manufacturers, please visit these help center articles: Manufacturer Management.
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 for salespeople?
The default for each role can be found in this article by clicking on these links:
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