How to: add and edit employees

Overview

You can add you employees to your account and use permissions to give them access the different sections of the site. You can also add employees and not give them any permissions. This would be useful for registering employees for events and trainings and tracking what each employee has attended.

Additionally, you can sign up for different order notifications to get notified when:

• An order was placed.
• When invoices are paid.
• A new user is added to the account.
• A payment is scheduled.

Steps

From the Manage Account menu, select the "Employee" section to access a list of all the employees associated with your account.

Use the "Add Employee" button to add a new employee to your account. Complete the basic information and click the "Add" button to go to the Employee Edit page. This is the same page you would access to edit employee information using the > button.

Edit Employees

Use the Employees Detail page to edit employee information. Much of the information is optional and you can decide what to update. Below are the required fields as well as an explanation of the permissions.

• Set the "Allowed to pay via purchase order" to yes to allow this user to order online.
• If you would like to require this user to have their online orders approved before submitting, you can give them a spending limit. Any order created at or above the limit will need to be approved by an employee with the "Order Approver" permission. Setting the limit to zero would require all orders to be approved. Set the limit to 9,999,999 for a user that does not require order approval More on permissions below. Note: order approval must be turned on for this feature to work. Please contact mygraniteaccess@thegranitegroup.com to have it turned on.
• Set the "Account Access" to yes to allow the user to sign into your account online.

Permissions

Company Admin

The Company Admin has the highest level of permissions and can:

• Add and edit employees
• Create and Manage Company Catalogs
• Checkout with Purchase Order (no need to add this permission in addition to the Company Admin permission).
• View All Locations (no need to add this permission in addition to the Company Admin permission).
• View All Orders (no need to add this permission in addition to the Company Admin permission).

Accounts Payable

The Accounts Payable permission gives access to the Open Invoice section and allows the user to see and pay open invoices. Even if you gave the Company Admin permission, you will need the "Accounts Payable" permission to access the Open Orders menu.

Order Approver

If you have Order Approval turned on, you will need to have a least one user with the Order Approver permission to approve orders. This permission must also be assigned to the Company Admin users if they are going to be approvers.

Checkout with Purchase Order

Add this permission to any users that need to order online. This permission does not need to be added to any employee that already has the Company Admin permission.

View All Locations

Add this permission to allow users to view and select different ship tos during checkout. This permission does not need to be added to any employee that already has the Company Admin permission.

View All Orders

Add this permission to allow the user to view Orders. This permission does not need to be added to any employee that already has the Company Admin permission.

Order Notifications

Use the Notifications tab on the Employee Detail page to set notifications. Note: Employees can also set these themselves.