To get the most out of the SUNPAN Customer Portal, it’s essential to know how user permissions work and set the right access for users at your organization.
The Customer Portal utilizes user permissions to determine who can access the portal (versus just the website), and what information is visible within the portal. In this guide you will learn about each permission type and how to set up the right access for your team.
An extension of our website, the portal allows approved trade customers to view orders, track shipments, access invoices and credit notes, and review purchasing analytics from a centralized platform.
Access to the portal is limited to approved users only. Each user is assigned a permission level that determines their level of access to the customer portal. This role-based system is designed to align with different roles at your organization, promoting efficiency while safeguarding sensitive information.
The following section outlines the different user permissions to help you determine appropriate level of access for your company’s users. To ensure the right people on your team have the access that they need, please contact your SUNPAN sales representative.
User Permission Roles
There are four types of roles that can be assigned to users. Each role has different visibility into the information on the portal and the website.
Main Admin
Main point of contact for your company. Can be assigned to only one person.
Has full access to the website and customer portal including invoices, credit notes and payment details.
Recommended for those who need access to sensitive financial information.
Typically assigned to owners, lead designers, heads of purchasing, CEOs, or other senior decision-makers.
Additional Main Admin
- Has the same full access permissions as the Main Admin for the website and customer portal.
Multiple Additional Main Admins can be added upon request.
Recommended for those who need access to sensitive financial information.
Typically assigned to co-owners, partners, lead designers, staff from accounting or purchasing, or other senior decision-makers.
Admin
- Has portal and website access but cannot view invoices, credit notes, or payment details. Admins can view all other features within the customer portal including orders, shipments, and purchasing analytics.
- Ideal for team members who need visibility into orders and shipment tracking but not sensitive financial data.
- There’s no limit to the number of Admins that can be assigned to a company.
Web User
Has website access only. Cannot view the customer portal.
Can browse products, check pricing and inventory, and place orders through the trade website.
Cannot view orders, shipment tracking, invoices, analytics or anything else on the portal.
Best for team members who only need to view items with pricing or place orders without needing to access additional account information.
Why User Permissions Matter
Keeps sensitive financial information secure by limiting visibility only to those who need it.
Makes it easier for team members to focus on the tools and data relevant to their roles.
Helps maintain clear accountability for orders and account management.
Before You Get Started
Review employees using your company’s SUNPAN trade account.
Assign permission level according to each individual’s responsibilities.
Confirm the assigned roles for each user with your SUNPAN sales representative.
If user permissions change in the future, please notify your sales representative.
Still got questions? If you’re unsure which role is right for a team member, your SUNPAN sales representative can guide you through the process. The right setup will ensure that the all team members have correct access to the Customer Portal.