The Users screen: tabs, columns and each person's menu

Where to find it

In your account menu, under Users. The screen lists everyone who has access to your company: team, your customers' buyers and members of rep agencies with an active mandate.

The tabs on the Users screen

The tabs separate people by role, and the number next to each one is how many people have that role:

• All: the whole list, with the Roles column showing each person's roles.
• Owners and Company Admin: who administers the whole company.
• Store Admin: who administers only some stores.
• Sellers: with the Seller code column and the type label (Sales rep or Internal).
• Sales reps: members of rep agencies with an active mandate, with the Sales rep column saying which one. This tab has no create button: a rep agency member is added on the rep agency's profile.
• Buyers: with the Customer column, which says which customer the person buys for.

The same person appears in more than one tab when they have more than one role.

Search and filter by the ERP link

The search (Search by name, email or phone...) looks inside the open tab and the chosen filter, not in the whole list.

Next to it, the All / Linked / Unlinked filter separates who has an ERP account linked to their record. It is an axis separate from the tabs: you can combine, for example, the Sellers tab with Unlinked to find the sellers who don't have an ERP login linked yet. Rep agency members don't show up in Unlinked, because their access isn't linked here.

The list columns

• WhatsApp: the phone and, when there is one, the person's WhatsApp account.
• Stores: the stores the person has access to.
• ERP account (All tab): the ERP login linked to the person, "N accounts" when there is more than one, or Link when there is none.
• ERP seller code (All tab): the seller codes in the ERP, which count for commission and portfolio. Don't confuse them with the access login in the previous column.
• Status: Active or Inactive. Whoever is inactive stays on the list, faded.

Clicking a row opens the person's profile. For a rep agency member who has no other role, the click takes you to the rep agency profile, because that is where this access is managed.

The ⋯ menu on each row

• Edit: quick editing of name, contact and profiles, without leaving the list.
• Impersonate: buyers only: opens a new tab already signed in as that person, so you see the catalog and the cart exactly as they see it.
• Change Password: sets a new password, with confirmation.
• Deactivate / Activate: cuts off or restores access.
• Remove: takes away the person's access (see below what this actually does).

For a rep agency member with no other role, the menu only has View sales rep.

⚠️ Impersonate is not a read-only mode. Whatever you do in the open tab (put items in the cart, save a quote, send an order) counts for real, on the buyer's behalf. The session lasts a few minutes.

What each action does to the person's access and documents is in Deactivate, remove or change a user's password.

The create buttons

Each tab has its own button (New User, New owner, New Company Admin, New Admin, New Seller, New Buyer), which opens the registration with the role already chosen. Next to it is Add existing, for someone who already has a Vendria account. See Register a user and grant access.

When it goes wrong

"No users found.": check the tab and the link filter: all three combine with the search.

"This user is no longer on this company's list.": the link that brought you here points to someone who left the company or lost the role.

"This account has its own access to the platform..." when impersonating: the person is also on the team of some company, and can't be impersonated as a buyer.

I'm a Store Admin and can't find a buyer: the Store Admin's list shows only those linked to their stores. Buyers are on the customer profile, under Customers.