A Web Connect Customer account is used for your customers to access their information and to place orders if you grant them that permission.


Customer Role Types:

    • Customer Admin
      • Has full access to all data relating to the Customer and all Customer features including the ability to set up other user accounts for the Customer.
    • Customer Accounting
      • Has full access to all data relating to the Customer and all Customer features except the ability to set up other user accounts for the Customer.
    • Customer Material Handler
      • Can only use the Quick-Order features.
    • Customer Purchasing
      • Can see Order and Shipment information but not Invoices or Customer account balances.



Note: Information in this "Edit Customer Account" help section relates only to accounts that are Customer Role types.

For non-Customer Role types see the below:

Edit Sales Rep Account

Edit Sales Manager Account

Edit Inside Sales Rep Account

Edit Administrative Account