Adding Users to Your Online Account
Only Company Admins can add new users to an online account.
Step 1
The Company Admin needs to sign in to his/her Gemaire.com account and go to the Manage Users section of the Dashboard.
Step 2
Select “Add User” on the Manage Users page.
Step 3
Fill in the user contact information, password and select the User Role.
Learn About User Roles
There are several user types that can be setup within your Gemaire Online Account.
Company Buyer
- Can place online orders unless limited by Company Admin.
- Can only view the online orders they have placed.
- Can manage and share order templates that they have created.
- Some user role features can be restricted by the Company Admin.
- View pricing.
- View invoices.
Company Technician
- Can place online orders unless limited by Company Admin.
- Can only view the online orders they have placed.
- Can manage and share order templates that they have created.
- Some user role features can be restricted by the Company Admin, such as:
- View pricing.
- View invoices.
Company Manager
- Same settings as Company Buyer/Technician, without restrictions, plus:
- Can only view online orders placed by themselves and all Company Buyers/Technicians within the company.
- Can view all Company Buyer/Technicians within the company.
Company Admin
The Company Admin is the user, within the company, who first establishes the Gemaire Online Account. The Company Admin is the most powerful user type, with full access and control across the online account.
- Same settings as Company Manager, without restrictions, plus:
- Has access and control over the Company online account and all existing users.
- Can add new user accounts.
- Can set order permission thresholds and approvals.
- Can enable/disable some user role features for Company Buyers/Technicians:
- Access to pricing.
- Access to invoices.
- Access to some or all available accounts.
IMPORTANT!
There can be only one Company Admin listed per account.
Step 4
Company Buyers and Technicians roles have additional Settings/Permissions that are set by the Company Admin.
User Settings
- Show Invoices:
- Allows the Company Admin to set whether or not the user can see invoices.
- Show Pricing:
- Allows the Company Admin to set whether or not the user can see pricing while they are searching products or placing an order. If “Show Pricing” is set to “No”, all the orders placed by the user will require approval.
Permissions
- Does Not Require Approval:
- Full access to place orders on Gemaire.com without approval.
- Always Requires Approval:
- All orders created by the Company Buyer or Technician will need to be approved before they are sent in to Gemaire.com. Select an approver from the “Approver Name” dropdown. The approver will receive email notifications every time a new order pending his/her approval is placed.
- Sometimes Require Approval:
- Only orders that exceeds a dollar value threshold will require approval.
Step 5
Assign Account Numbers
Company Buyer and Technician roles can be assigned access to all or a set of account numbers linked to the online account. Select “Assign all account numbers”, or specific accounts from the account numbers list.
Step 6
Select “Add User” button to add the user to the online account. The new user will receive an email with their username and password.