Team accounts & permissions | B-Cart
B-Cart Features
Sales & insight

Team accounts & permissions

Invite your staff, put them in roles, and control what each role can see and change across the platform.

Included on every plan
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How team accounts & permissions works

Not everyone on your team needs to touch pricing or payments. Invite staff to your organisation, group them into roles, and set what each role can do in each area of the platform, from products and pricing to orders, customers and reporting. Your team can also place and edit orders on behalf of a customer when one comes in by phone.

  • Invite staff users to your organisation by email, 10 on Core and 20 on Pro
  • Roles with permissions set per area of the platform, custom roles on Advanced
  • View, create, edit, delete, manage and export controlled separately
  • Place and edit orders on behalf of a customer
  • Per-user permission overrides where a role is not quite right
Settings
Team & permissions
4 users
JD
Jane Doyle
Owner
Full access
TM
Tom Marsh
Sales
Orders, customers
AK
Aisha Khan
Warehouse
Orders, stock
RP
Raj Patel
Accounts
Payments, reports

What you get

The difference team accounts & permissions makes day to day.

Least privilege by default

Warehouse staff do not need to see margins or payment settings.

Phone orders still work

When a customer rings, your team places the order in the same system.

Grows with the team

Add a role once and every new starter inherits the right access.

Works with the tools you already use

B-Cart syncs with Xero, MYOB, QuickBooks and Unleashed, so team accounts & permissions stays in step with your accounting and stock, with no double entry.

More B-Cart features

Ready to run wholesale properly?

See team accounts & permissions, and the rest of the platform, in action.

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