How do Roles work?

Roles are a key part of the Trade Hub, allowing the company admin to control what members can see and interact with. Roles determine each member’s level of access, and they are managed within the Company section of the Trade Hub.

Within the Roles tab, you will see a list of all roles set up for your company, along with the option to add a new role. The Company Admin role is always present but cannot be reassigned by the company admin. If you need to transfer the Company Admin role to another member, please contact Ca’ Pietra and we will take care of this for you.

To add a new role, select the 'Add Role' button. Enter a name for the role and choose the relevant permissions. Once you have completed these steps, click 'Save Role'. The new role will then appear in your list of roles on the main Roles tab. From this view, you will be able to see the role name, the number of members assigned to it (managed through the Members tab), and options to edit, duplicate or delete the role.

Roles are made up of permissions, which allow you to control access to specific areas of the Trade Hub. Permissions are grouped into sections such as Sales, Orders, Order Approvals, Company Profile, Team Management, and Credit. Each of these sections contains further permission settings, such as the ability to view or edit quotes, manage purchase orders, update approval rules, or edit company information including legal address, payment details and shipping information.

The Team Management permission allows the company admin to grant another user the ability to view the Roles tab, manage members and teams and assign roles. If all permissions are enabled for a role, that role will effectively have the same level of access as the company admin, which can be useful when multiple administrators are required within a company.

This structure ensures that each company can create roles tailored to the needs of their team, maintaining full control over who can access which tools and information within the Trade Hub.