Permissions
What you can do depends on your role, whether you created the record, and whether it’s shared with your team.
Submitter means the person who created the order. They stay its submitter even if a colleague submits a shared quote for them. See the glossary.
Sharing
Section titled “Sharing”Customers and orders each have their own Share with team setting. Sharing a customer doesn’t share its orders, and sharing an order doesn’t share its customer.
Sharing is about editing. Every Order Manager can already view every customer, project, and order in the organization, shared or not.
- Share with team is checked by default when an Order Manager creates a customer or order.
- The creator can share a record later with the Share with team button at the top of its page. For an order, that’s only while it’s a Quote.
- Once shared, only an admin can make it private again.
- Designers can share their own quotes only if an Order Manager has turned on Designer team-editable orders in the organization’s order settings. Designers can’t share customers.
Orders
Section titled “Orders”| Action | Who can do it |
|---|---|
| View an order | Any Order Manager. Designers see only orders they created. |
| Edit a quote’s details, presets, line items, and its design on the Design tab | The submitter, or Order Managers if the quote is shared |
| Submit a quote | The submitter, or Order Managers if the quote is shared |
| Price a submitted order and Confirm with Submitter | Any Order Manager. Confirm with Submitter isn’t offered on an order that doesn’t need the submitter’s confirmation. |
| See an order’s shipping, other charges, and total | Order Managers while it’s Submitted. The submitter and Order Managers from Pending Confirmation through Shipped. Before that, a designer submitter sees only the subtotal. See Order Summary and totals. |
| Accept Order | The submitter, once an Order Manager has selected Confirm with Submitter. On an order that doesn’t need the submitter’s confirmation, any Order Manager. |
| Return to Quote, Reject, Release to Production, Mark as Staged, Mark as Shipped | Any Order Manager |
| Cancel | The submitter (Quote, Submitted, or Pending Confirmation), or Order Managers on a shared order (Quote or Submitted) |
| Duplicate | The submitter, or Order Managers if the order and its linked customer are both shared |
| Export | Any Order Manager. Designers can download reports their manufacturer has set up for designers, once their order is accepted. |
See Order statuses for which status each action needs.
When an order doesn’t need the submitter’s confirmation
Section titled “When an order doesn’t need the submitter’s confirmation”An order doesn’t need its submitter to confirm the price when both of these are true:
- It’s shared with the team.
- Its submitter, the person who created it, is an Order Manager or admin in your organization. What counts is their role today, not their role when they created it.
That’s the usual case for an order an Order Manager creates, since Share with team starts checked. Once it’s priced, any Order Manager can accept it straight from Submitted: its main button is Accept Order instead of Confirm with Submitter, and it needs the same shipping price and required charges first. If it’s already in Pending Confirmation, any Order Manager can accept it there too.
When the submitter isn’t an Order Manager or admin, such as a designer, the order goes back to them to confirm, even if it’s shared or an Order Manager selected Submit Order for them, and only they can accept it.
Designs on the Designs page
Section titled “Designs on the Designs page”| Action | Who can do it |
|---|---|
| Start a design | Designers and Order Managers |
| View, edit, link, duplicate, or delete a design on the Designs page | Only the person who started it. These designs aren’t shared. |
| Link a design to a customer, project, and area | Only to customers the design’s creator created, whether private or shared. A customer someone else created doesn’t qualify, even if it’s shared with the team. |
| Create quote from a design | The person who started it. They’re the new quote’s submitter. |
After creating a quote, continue editing on the quote’s Design tab. The order permissions above apply.
Customers
Section titled “Customers”| Action | Who can do it |
|---|---|
| View a customer | Any Order Manager, and the customer’s creator |
| Edit a customer’s name, contact details, and address | The creator, or Order Managers if the customer is shared |
| Link an order to a customer | The order’s submitter can link to customers they created. Order Managers editing the order can also link to shared customers. |
| Create an order from a customer’s page | The creator, or Order Managers if the customer is shared |
| Share a customer | Its creator, if they’re an Order Manager, or an admin. Designers can’t share customers themselves; an admin can share one for them. |
Projects and areas
Section titled “Projects and areas”| Action | Who can do it |
|---|---|
| View a project or area | Any Order Manager, and the project’s creator |
| Edit a project’s name, address, and notes, and add areas | The creator, or Order Managers if the project’s customer is shared |
| Create an order from a project or area | The creator, or Order Managers if the project’s customer is shared |
| Archive or unarchive a project or its areas | The project’s creator only |
| Read and post in a project’s or area’s Discussions | Any Order Manager, and the project’s creator. You can edit your own comments for 15 minutes. |
| Upload, archive, or restore files on a project or its areas | The project’s creator only. Adding an area to someone else’s project doesn’t change this. |
| Download a project’s or area’s files | Anyone who can view the project |
Organization resources
Section titled “Organization resources”| Action | Who can do it |
|---|---|
| View and download | Designers, Order Managers, and admins |
| Add, edit, archive, or restore | Order Managers and admins |
Other pages
Section titled “Other pages”| Page | Who can see it |
|---|---|
| Dashboard | Order Managers and admins |
| Resources | Everyone; only Order Managers and admins can add or change resources |
Admins
Section titled “Admins”Admins can do everything an Order Manager can. Only an admin can make a shared customer or order private again, or share a record someone else created.