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.

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. 
   
   

B. How to Enable Showroom Mode

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

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
  
  

D. How to Add a User Permission

1. Click + Add User Permission in the top right corner of the table. 
   
   
2. In the Select User dropdown, search for and select the user you want to configure. This field is mandatory.
   
   
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.
   
   
   

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. 
   
   
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. 
   
   

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

FAQs

1. Can a sales rep enable Showroom Mode, or does it have to be an Admin?

A. Only an Admin can enable or disable Showroom Mode. Sales reps cannot toggle it themselves. The setting lives underSettings > Organisational Settings > User Management > Showroom Mode in WizOrder, which is restricted to Admin access.

2. 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.

3. 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.

4. 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.

5. Does Showroom Mode work on both the iPad app and the web portal?

A. Yes. Once an Admin enables Showroom Mode, the permission override applies to every sales rep (added in Showroom Mode) across WizOrder, both the iPad/mobile app and the web portal. Any rep signing in during the show gets the expanded access until Showroom Mode is turned off.

6. Does Showroom Mode change what customers see on the B2B website?

A. Showroom Mode is not a customer-facing setting. It controls what sales reps can see and do in WizOrder during a trade show. When enabled, all sales reps added in Showroom Mode get access to all orders and customers in WizOrder, regardless of their individual permissions. It does not affect prices, inventory, products, or anything displayed on the B2B website. To control how information appears to customers, contact your Customer Success Manager.