The article outlines how Customer Buyers permissions are controlled in Sync B2B. 

 

FOLLOW STEPS BELOW:

 

  1.  Customer buyer account's permissions are controlled through the Customer Buyer Admin which can be accessed by clicking Admin-> Buyers.
  2.  In this menu you can change a Customer Buyer's role and which presentation they are allowed to view.
  3. To change a Customer Buyer's role select the applicable customer buyer :
    1. Click the role field.
    2. Select the new role to be applied to the customer buyer.
  4. To change which presentations are assigned to a customer buyer please follow below guide:
    1. How to assign presentations to a customer buyer account in Sync B2B

Additional notes:

Please note any Role permission changes can only be actioned by Sync Support if you require any role permission changes please log this change request as a new ticket. 


NB. For a quick tutorial watch below