Do several colleagues place orders using the same account? If so, create a separate employee account for each colleague under your main account. You decide what each employee can and cannot do. For example, you can allow colleagues to look up items and fill the basket, while only you can place the order.
In this article
How to create an employee
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Open the Employees tab
Log in and go to www.rdmparts.com/account/employee. You can also access it via the menu on the left in your account.
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Enter the details
Click "Create employee". Enter your colleague's details and choose a password. Your colleague will then log in using their own email address and this password.
Please note: tick "Active" at the top of the form. Without this tick, the account will be created, but your colleague will not be able to log in.
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Open the permissions
The "Employee permissions" button is below the fields. Click it. A table expands, with the account sections on the left and the types of permissions at the top. Tick each combination as required.
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Select the permissions and save
Give your colleague the permissions they need and click "Save". The meaning of each permission is explained below.
Example: only you place orders
This is the most commonly requested setting. Give your colleague "Orders list view" and "Own orders list view", but not "Create orders". Your colleague can then look up items and fill the basket, but cannot complete the order. You do this yourself.
What does each permission mean?
Employees
| Permission | The employee can |
|---|---|
| Employees list view | see the "Employees" tab |
| Create employees | create new employees |
| Edit employees | edit employees' details and permissions |
| Delete employees | delete employees |
Orders
| Permission | The employee can |
|---|---|
| Orders list view | see the "Orders" tab |
| Own orders list view | view their own orders |
| Employees' orders | view other employees' orders |
| Create orders | place orders |
| Edit orders | edit orders |
| Delete orders | cancel orders |
Addresses
| Permission | The employee can |
|---|---|
| Addresses list view | see the "Addresses" tab |
| Select addresses | choose a billing or delivery address when placing an order |
| Create addresses | create billing and delivery addresses |
| Edit addresses | edit billing and delivery addresses |
| Delete addresses | delete billing and delivery addresses |
Payment and delivery
| Permission | The employee can |
|---|---|
| Payment list view | see the "Payment methods" tab |
| Edit payment | change the payment method |
| Delivery methods list view | see the "Delivery methods" tab |
| Edit delivery methods | change the delivery method |
Other
| Permission | The employee can |
|---|---|
| Edit newsletters | subscribe to and unsubscribe from newsletters and offers |
Managing or deleting employees
There are two buttons for each employee in the list of employees. Use "Manage employee" to edit the details and permissions. Use "Delete employee" to remove the account.
Please note: you can only manage an employee from the account used to create them. If a colleague created the employee, you cannot edit them from your own account.