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Topic · 6 guides

Team and permissions

Staff access and roles, salespeople and how they earn commission.

  • 6 guides
  • About 33 minutes in all
  • Updated 3 Nov 2026
Start with How roles and permissions work

Four guides, in the order you’ll use them

I want to set up my team's access
  1. GUIDE 1 · 6 MIN

    How roles and permissions work

    How OrderPilot decides what each person can see and do: one role each, their locations, which records, admin or POS, and the 48 permissions.

    Start guide 1

    YOU’LL BE ABLE TO

    • Know how a role, a person's locations and record access combine
    • Find what each of the 48 permissions allows
    • Read every tab of Settings › Staff & roles
  2. GUIDE 2 · 7 MIN

    Give staff access

    Give a staff member a role and locations, pre-assign one before they join, suspend or restore access, and see why a teammate is blocked.

    Start guide 2

    YOU’LL BE ABLE TO

    • Give a role and locations to someone who opened OrderPilot, or reserve a role by email
    • Decide what newcomers get before they have a role
    • Suspend and restore someone's access
  3. GUIDE 3 · 5 MIN

    Create and manage roles

    Create a custom role or copy one, edit or delete it, choose which records it reaches, and keep costs away from staff who don't need them.

    Start guide 3

    YOU’LL BE ABLE TO

    • Create or duplicate a role
    • Review changes to permissions and record access
    • Hide vendor costs from a role
  4. GUIDE 4 · 4 MIN

    Hand over an order and choose who’s in the salesperson list

    See who owns a quote or order, hand it to another salesperson by making them primary, and choose who can be picked as a salesperson.

    Start guide 4

    YOU’LL BE ABLE TO

    • Tell Created by, Salespeople and the primary apart
    • Hand a quote or order to another salesperson
    • Know who owns a new quote or order

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Other topics

Get startedQuotes and ordersPayments and signaturesShowroom (POS)PurchasingInventory and costsCatalogStatuses and workflowCustomers and portalOnline storeEmails and messagesBrandingWarranty and serviceSettings and integrationsReports

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