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Showroom Mode

Showroom Mode lets reps present the product catalog to buyers in a clean, price-hidden view; ideal for trade shows or meetings where you want to show products without revealing pricing. This article covers how to enable and exit Showroom Mode.

Platform: WizOrder      |      Who is this for: Admins

To Get There: Settings > Organisational Setting > User Management > Showroom Mode


Table of Contents 


Before You Begin

  • Ensure you have access to Organizational Settings.
  • Remember to turn Showroom Mode off once your trade show or event is over. This restores each rep's standard access settings automatically.

A. How to Access Showroom Mode

  1. Go to Settings from the left navigation.
  2. Under Organisational Settings, click Showroom Mode

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B. How to Enable Showroom Mode

  1. On the Showroom Mode page, click the Enable Showroom Mode toggle to turn it on. 

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  2. Showroom Mode is now active. All sales reps immediately get access to orders and customers, regardless of their individual permission settings.
  3. To turn it off, click the same toggle to disable it. Each rep's original permissions are restored automatically.

Note: Remember to turn Showroom Mode off once your trade show or event is over to restore your team's standard access settings.


C. User Permission Settings

Below the toggle, the User Permission Settings table lets you define and manage custom access for individual users. Use it to control exactly what customers, orders, and pricelists each user can see — independently of their default role settings.

For each entry in the table, you can control:

  • Customer Access: Which customers this user can see
  • Order Access: Which orders this user can view and manage
  • Pricelist Access: Which pricelists are available to them

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D. How to Add a User Permission

  1. Click + Add User Permission in the top right corner of the table. 

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  2. In the Select User dropdown, search for and select the user you want to configure. This field is mandatory.

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  3. Toggle on the access types you want to update for this user:
    1. Update Customer Access List: Toggle on to define which customers this user can see. Once toggled, choose from:
      1. Customers assigned to self: Only their own assigned customers. 
      2. All Customers:  Every customer in the system
      3. Select users to access their assigned customers: Customers assigned to specific other user. 
    2. Update Order Access List: Toggle on to define which orders this user can view and manage

    3. Update Pricelist Access List: Toggle on to define which pricelists are available to this user

  4. Click Save to apply the permissions. The user will appear as a new row in the table.

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E. How to Edit an Existing User Permission

  1. In the User Permission Settings table, find the user you want to update.
  2. Click the Edit icon on the right side of their row. 

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  3. The Edit User side panel opens, showing their current access settings.
  4. Toggle access types on or off and update the selections as needed.
  5. Click Save

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F. How to Remove a User Permission

  1. In the User Permission Settings table, find the user you want to remove.
  2. Click the Delete icon on the right side of their row. 

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  3. The user's custom permission entry is removed from the table.

Note: Removing a user from this table does not delete them from WizOrder. It only removes their custom permission override. Their default access settings, defined in User Management, will apply again.


FAQs

1. Does enabling Showroom Mode permanently change my reps' permissions?

A. No. Showroom Mode is a temporary override. When you turn it off, each rep's original permissions are restored automatically — nothing in User Management is changed.

2. Can I set custom permissions for specific reps while Showroom Mode is on?

A. Yes. Use the User Permission Settings table to define custom access for individual users. These settings work independently of the Showroom Mode toggle.

3. What happens to a rep's access if I remove them from the User Permission Settings table?

A. Removing a rep from the table only removes their custom permission override. Their default access settings from User Management apply again immediately.


Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.