User Management

User Management is where you control who has access to the Sales Rep App (WizOrder )and what they can see and do within the platform. As an admin, you can add users, assign roles, and manage individual access permissions , all from one place.

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How to Access User Management

1. Go to Settings from the left navigation.
2. Click User Management.
3. The User Management page will open, showing two sections: Users and Roles.

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Finding Your Way Around

User Management is organized into two sections:

• Users: A list of everyone who has or currently uses the platform, including sales reps and admins
• Roles:  A list of all roles registered in the Sales Rep App (WizOrder), each with its own set of access permissions

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A. Users

The Users section gives you a full view of everyone on your team. Each user appears as a row with additional details in the byline, including their contact information, the date they joined the platform, and which customers they have access to.

For each user, you can see and manage:

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

To change a user's access or role, use the Actions column on the far right of their row. You can also click the user's name to open their profile and make changes there.

How to Add a User

1. Go to Settings from the left navigation.
2. Click User Management, then select Users.
3. Click Add User at the top of the page.
4. The Add User form will open.

Fill in the Basic Details:

• First Name (required) : Enter the user's first name
• Last Name: Enter the user's last name
• Email ID: Enter the email address the user will log in with
• Phone Number: Enter their contact number, including country code
• Department: Enter the department they belong to (for example, Sales)
• Status (required): Set to Active by default to give them user access right away. If they leave or no longer need access, you can deactivate their account at any time.

Assign a Role:

Under the Roles section, select the appropriate role from the dropdown. The role determines what this user can see and do within the Sales Rep App (WizOrder),  such as whether they have access to orders, customers, reports, and more.

Set Customer Access:

Under Customer Access, choose what customers this user can see:

• Customers assigned to self:  The user can only see customers directly assigned to them
• All Customers:  The user can see every customer in the system
• Select users to access their assigned customers: The user can see customers assigned to specific other users

Set Pricelist Access:

Under Pricelist Access, choose which pricelists this user can see and apply when creating orders:

• All Pricelists: The user has access to every pricelist in the system
• Select Pricelists: The user can only access the specific pricelists you choose

Once all fields are filled in, click Add in the top right corner to create the user.

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B. Roles

The Roles section shows all the roles currently set up in WizOrder. Each role defines a specific set of permissions,  controlling what a user can see, create, edit, or delete across the platform.

How to Create a New Role

1. Click Create Role at the top of the Roles page.
2. Fill in the Role Name and Description.
3. Check the boxes for the permissions you want to grant, such as access to orders, customers, catalogs, reports, and more.
4. Click Save. The new role will appear in the Roles list and can be assigned to users. 

How to Edit an Existing Role

1. Find the role you want to update (for example, Sales Rep).
2. Click the edit icon in the Actions column on the right.
3. Update the permissions as needed. You can check boxes to grant access or uncheck them to revoke it. For granular control, you can also set access at the action level, such as allowing a rep to view but not edit or delete.
4. Save your changes. The updated permissions will apply immediately to all users assigned that role.