An operator with a role of a trader has access only to the information in the admin panel necessary for his work. The trader cannot change any of the settings or edit the visual aspect of the portal.
Information that the trader has access to:
- List of clients
- List of users
- Invoices
- Orders
- RFQs
To create an admin panel operator with the trader role, you need to:
- Log in to the Administrator Panel
- Go to the Configuration tab
- Select Employees tab
- Press the "Add User" button at the top right of the page
- Fill in the details of the new operator and select "Trader" from the "Roles" drop down list
- Accept the changes by clicking the "Create" button
- Once created, a message with further account registration steps will be sent to the previously specified email address
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