Showroom Mode

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Showroom Mode lets you temporarily override individual user permissions and grant all active sales reps access to orders and customers at once, without changing their default settings in User Management.

This is useful during trade shows, where multiple reps may need visibility into the full customer list to avoid duplication when onboarding new accounts.

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How to Access Showroom Mode

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

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How to Enable Showroom Mode

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

Showroom Mode is now active. All sales reps will immediately have access to orders and customers, regardless of their individual permission settings.

To turn it off, click the same toggle to disable it. Each rep's original permissions will be restored automatically.

 

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User Permission Settings

Below the toggle, the User Permission Settings table lets you define and manage custom access for individual users, controlling exactly what customers, orders, and pricelists they 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 they can view and manage
• Pricelist Access:  which pricelists are available to them

How to Add a User Permission

1. Click + Add User Permission in the top right corner of the table.
2. A side panel will open on the right.
3. In the Select User dropdown, search for and select the user you want to configure. This field is mandatory.
4. Toggle on the access types you want to update for this user:

• Update Customer Access List: Toggle on to define which customers this user can see. Once toggled, choose from:

  • Customers assigned to self: Only their own assigned customers
  • All Customers:  Every customer in the system
  • Select users to access their assigned customers: Customers assigned to specific other users

• Update Order Access List: Toggle on to define which orders this user can view and manage

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

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

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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.
3. The Edit User side panel will open, showing their current access settings.
4. Make your changes: toggle access types on or off and update the selections as needed.
5. Click Save to apply the changes.

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