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Features / Grow / Team and roles

Everyone sees it all. Roles decide who changes it.

Invite your sales team, your merchandiser and your accountant. Each one gets the buttons their job needs, on one shared account.

Try it: switch the role, then open a section.
EnquiriesQuestions from buyers, with replies
Viewing as Sales
Lena Holm, Nordlys Interiør300 bowls in antique brass, delivery March?11:42
Jens Kraus, Haus NordDo you do the sconce in black nickel?09:10
Ruth Ames, Ridgeway HomePrice for 120 planters CIF FelixstoweYesterday
↩ Reply+ Create quote
Sales canReplies to enquiries, sends quotes, shares links with buyers.
Edit productsNo
Edit pricesNo
Publish the websiteNo
Manage buyers and collectionsYes
Send campaignsYes
Send quotesYes
Reply to enquiriesYes
Manage the teamNo
Plan and billingNo
Company settingsNo
5roles: owner, admin, sales, merchandiser and member
10kinds of change, each checked before it saves
Unlimitedseats on every plan, with the whole team on one account
20invites can wait at once, so a big team joins in one go

Add the team in an afternoon.

Sales▾
Send invite
1 · InviteAn email and a roleThe form starts on Member, the role with the least access.
InvitationJoin Saanvi Metal Arts on Poly9Accept
2 · JoinThey sign in to your companyIf the email does not arrive, copy the invite link and send it yourself.
Imran QureshiActive 2 hours agoSales
Pooja SaxenaInvite waitingResend · Withdraw
3 · ManageChange a role any timeSee who was active last, change roles, or remove someone who left.
RA→NA
Owner only: hand the account over
4 · Hand overOwnership moves cleanlyOnly the owner can transfer the account. Admins do everything else.
A quiet study with a desk and shelves of decor pieces
Team5 people
RARakesh AgarwalActive nowOwner
NANeha AgarwalActive 1 hour agoAdmin
IQImran QureshiActive 2 hours agoSales
PSPooja SaxenaActive yesterdayMerchandiser
AMArjun MehtaInvite waitingMember
One account

The factory, the office and the stand on one account.

Your merchandiser updates prices in Moradabad while sales answers buyers from the fair. Everyone sees the same catalog, buyers and quotes. Seats are unlimited on every plan.

Everything in team and roles.

Five clear rolesOwner, admin, sales, merchandiser and member. Each has a one-line description on the team screen.
Read everything, change by roleEveryone on the account sees the same catalog, buyers and quotes. Roles control what they can change.
Safe defaultThe invite form starts on Member, the role with the least access.
Invite by email or linkWe send the email. If it does not arrive, copy the invite link and send it on WhatsApp.
Resend or withdrawPending invites sit on the team screen until they are accepted or withdrawn.
Change or removeChange a role in one click. Remove someone and their access ends.
Last activeSee when each teammate last used Poly9.
Buttons say whyA locked control tells your teammate who can do it for them.
Ownership transferThe owner can hand the account to another teammate. Nobody else can.

Works with

Enquiries →Sales replies from one inboxQuotes and proformas →Sales sends, owners see every onePricing and currency →Merchandisers keep prices right

Questions

Do I pay per person?

No. Seats are unlimited on every plan. Invite as many people as work on the account.

Can a Member see our prices?

Yes. Everyone on the account can see everything. A Member cannot change anything.

Who can change billing?

The owner and admins. Sales, merchandisers and members cannot.

What happens when someone leaves?

Remove them from the team screen. Their access to your company ends straight away.

Bring your whole team in today.