View your account information and if you have an assigned Sales Rep, the contact information will be displayed for your convenience.
Change Name, Email Address or Password
Edit your name, email address, phone number as well as your username and password
Easily manage and add multiple shipping addresses. Click the “add shipping address” button to add an additional shipping address to your account. You can edit or delete existing addresses from the main screen. Edit your billing address by clicking the edit link under the address.
Manage Payments Methods
Easily manage and add multiple payment options. Click the “add payment method” button to add an additional payment option to your account. You can edit or delete existing payment options from the main screen.
User Roles & Spending Limits
Create and assign multiple user roles and spending limits. Assign a new user role by clicking the “add user role & spending limit” button. Fill out the required contact and account information. Set the new user’s role, administrator and spending limit. Once the initial role has been set up, you can modify the user’s role, assigned buyer/admin and spending limit from the main screen. Orders do not need approval if a user purchases within the set spending limit. Set a spending limit set to 0 to have all orders follow the approval process. Set the spending limit to -1 to give users unlimited spending.
* This feature is not available by default. You must call your sales representative or 1.888.978.7759 to have this feature added to your account. [ Fig. 2 ]
The Administrator can create and manage contacts with any role, view and approve all order placed for the account, and manage billing addresses and credit card information. An administrator can place orders without any spending limit.
Buyers can place orders without any spending limit. A buyer cannot create or manage contacts, but can manage their profile and update their shipping address.
A Jr. Buyer can place orders within their assigned spending limit. Orders over the spending limit will be suspended until the assigned buyer or administrator approves this order. A Jr. Buyer can approve orders placed by Associate as long as they are within the Jr. Buyers spending limit.
Associate can place orders within their spending limit. Orders over the spending limit will be suspended and will be sent to assigned buyer for approval. Associate cannot approve orders by other contacts. They can manage their profile and update their shipping address. Set an associate’s spending limit to zero dollars in order to put all orders on hold.
Contacts with roles "Administrator", "Buyer" or "Jr. Buyer" can only be assigned as supervisor of contact with roles "Jr. Buyer" and "Associate"