This help document is for in-house users set up as admins. As an in-house user set up as an admin, you can also set permissions for other in-house users and for B2B customer users. 

Step 1: Go to Maintain Permissions

Go to the Tools tab and click 'Maintain Permissions' 

Step 2: Select the Rep User

Under 'Select User Type ', select 'Rep Users'. Then, select the rep user you want to set permissions for. Note: The reps that appear in this drop-down are already portal users. Click here for how to add rep users.

Step 3: Set Permissions

Section 1: General Permissions 

In this section, you'll be able to configure the rep user's access to Dashboards, whether the rep user can convert a lead into a QuickBooks customer, manage contact notes, and more. 

Section 2: Customer Tab Permissions 

In this section, you'll be able to configure the rep user's default view for certain customer information. 

Section 3: Items Tab Permissions

In this section, you'll be able to configure the rep user's access to certain Item information. 

Section 4: Reports Tab Permissions

In this section, you'll be able to configure the rep user's access to transaction reports, sales reports, and inventory reports. 

Section 5: Tools Tab Permissions 

In this section, you'll be able to configure whether the rep user can reset their B2B customer users' passwords and add B2B customer users. 

Section 6: Customer Details Permissions 

In this section, you'll be able to configure the rep user's access to customers' invoices tab and order confirmations tab, as well as their default views.  

Section 7: Order Entry Permissions 

In this section, you'll be able to configure the rep user's permission to create and edit orders, submit orders, change/enter item prices, and see the order header by default or not. 

Section 8: Quote Entry Permission (if applicable) 

If you use quotes, you'll be able to configure the rep user's quote permissions in this section. 

Up next:

Click here for a help document on setting permissions for customer users

Click here for a help document on setting permissions for in-house users