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Admin Management

Adding and managing employee accounts.

 


To access admin management, hover over the “WELCOME (account owner’s name)” section. 





Once in admin management, sellers can add new employees, or manage their current staff. 


Select the action arrow to delete or edit employee accounts.



When adding an admin user, the only necessary information to input is the username, password, and an email address for account recovery. 


Sellers can further specify their employee accounts. 







Account permissions allow sellers to customize the roles of their employees. Here are some examples of ideal permission configurations for specific roles: 


Customer service representatives


In this case the employee can look at a lot of information without being able to edit or add.

The employee can edit information in client (bidder/consignor) accounts, meaning they would be able to see the clients and enter notes etc. 


They have access to individual sales (though they will still need to be added to each auction in order for it to appear under “auctions”) 


Giving the employee access to “grid and list view” for inventory options allows them to view the inventory without being able to add or edit. 


Access to bidder questions/message forms. 


Viewing and printing orders to help facilitate auction pickup. 


Auction Managers 



With more autonomy over the sales they launch, sellers can give auction managers the permission to conduct sales with little to no assistance, while maintaining control over the process and private information of their previous clients. 


In this case, the auction manager would need to be added to the auction before they could see any part of the sale.