Onsight has four types of users, each with a different privilege level.
- Admin users: an admin user can manage all other users, manage all products and customers and create quotes and orders. Admins have the most privileges.
- Sales rep users: a sales rep user can create and update customers, browse the product catalogue and place quotes and orders on behalf of their assigned customers. Sales rep users cannot change any product information but can change customer information for the customers assigned to them. Sales rep users have fewer privileges than admin users but more than customer users.
- Customer users (customer logins): a customer user can browse the products that have been allocated to them and can place orders. Customer users can also create quotes if the admin user has enabled the ‘Quotes’ feature for customer users. Customer users cannot make any changes to any product or customer information.
- Multi-customer users: a multi-customer user is a special customer user (customer login) that can access multiple customer profiles and place orders for all of them. Contact the Onsight team at [email protected] to activate the ‘Multi-customer user’ feature on your account.
You can see the pricing for each type of user on our pricing page.