Company Admins can create users and modify the permissions of their company's users. To request the Company Admin role, please reach out to an existing Company Admin, or BG Distribution.
Log into your account and click “Manage Account”
Go to the Employees tab and click “Add Employee”
Only the username (a valid email address) is needed. The employee’s name and phone number are optional fields).
Setting up the employee’s account permissions
When you add an employee their account details will open.
Profile info, contact info, address, employement are all optional details you can add, but the following information is needed to set up the employee’s permissions.
ORDERING
Is your employee is allowed to place orders (via PO)?
ACCOUNT ACCESS
Set to yes upon account creation, but you can turn this off to revoke account access if needed
If you want a user’s account completely deleted, please reach out to BG Distribution.
PERMISSIONS
This is where you decide what your employee is allowed to do and access on the online store
If you are allowing them to place orders, you MUST select the “Checkout with Purchase Order” permission
Be careful who you assign the company Admin role as this role allows the user to add, edit, disable, other users on your account.
For a detailed breakdown of the permissions, scoll down to "Permissions Overview"
Set your employees notifications
This is optional as all users can set their own notifications
NOTE: Your employee will receive an email inviting them to activate their account. If they need help getting set up, they can follow the "Set up your account" guide.
Permissions Overview
Account created by BG Distribution
When we create your account for you, we assign 1 of 4 roles. "Purchasing" is the default, "Admin" is for company owners/managers, and "accounting" and "quoting" can be assigned upon request.
If you require more access, please contact a Company Admin, or BG Distribution.
Below is a list of permissions each role grants:
Role Name
List of permissions
Admin
Main features - Add users - Create company catalogues -View account balances
Company Admin (Create company catalogues, View Edit and add employees and roles, add your part numbers to products) Accounts Payable (View open invoices and account balances, payment history, and company documents) Checkout with Purchase Order (place orders) View all locations (View your shiptos) View all orders (placed online and through BG customer service team) View Pricing View list of employees (users)
Accounting
Main features - View account balances
Accounts Payable (View open invoices and account balances, payment history, and company documents) View all locations (View your shiptos) View all orders (placed online and through BG customer service team) View Pricing View list of employees (users)
Purchasing
Main features - Place orders
Checkout with Purchase Order (place orders) View all locations (View your shiptos) View all orders (placed online and through BG customer service team) View Pricing View list of employees (users)
Quoting
Main features - View pricing
View all locations (View your shiptos) View all orders (placed online and through BG customer service team) View Pricing
Default features not attached to any permission
View the company catalogues (Shared catalogues created by an admin) Create personal catalogues (not shared with your company) Upload personal documents (not shared with your company) View and Edit your notifications View and Edit your profile Save your cart (clicking save for later will add it as a “saved” order in the orders tab. Click “edit order in the top right corner ot put it back in your cart and continue)
Account created by a company admin
When you create users, you can assign any combination of the permissions listed above to customize access for each employee
If you’d prefer to follow BG Distribution’s role system, you can use the provided chart to ensure consistency between BG and Admin created users
