Available Options Based on Type of User

Retailer and supplier users may have access to the Supplier module. Based on the type of user, the options are typically presented in the following manner:

  • Retailer users

    Retailer users see both Company (for the retailer) and Supplier (their suppliers).

    Under Company:

    • Company Details: Name and address details of the retailer.

    • Users: List of all retailer users.

    • Admin: Administration options if the user has access to any options.

    Under Supplier:

    • Suppliers: List of all supplier records.

    • Sites: List of all site records.

    • Contacts: List of all supplier/site contacts for all suppliers and sites.

    • Users: List of all supplier/site users for all suppliers and sites.

    • Audits & Visits: Work with audits and visits if the user has access to that module.

    • Alerts: Work with alerts if the user has access to that module.

    • Assessments: Work with assessments if the user has access to that module.

  • Suppliers users

    Supplier users see Company (for their organization):

    • Company Details: Supplier record.

    • Sites: List of the supplier's sites with which the user is associated.

    • Contacts: List of the supplier's supplier and site contacts. A site user only sees the contacts for the sites with which they are associated.

    • Users: List of the supplier's supplier and site users. A site user only sees the users for the sites with which they are associated.

    • Audits & Visits: Work with audits and visits if the user has access to that module.

    • Alerts: Work with alerts if the user has access to that module.

    • Assessments: Work with assessments if the user has access to that module.