Customer Roles Feature
Give Every Customer the View They Need
- Operations Lead
- Regional Manager
- Finance Admin
- Store or Branch Manager
Your buyers are not all the same. A finance manager at a chain restaurant needs to see invoices and payment history. An assistant manager may just need to reorder stock quickly. But a regional manager might need to keep an eye on several locations at once.
With Apex Company Roles, you can set up each account so every person sees exactly what matters to them.
Tailor Permissions for Smooth, Secure Ordering
Decide who can place orders, approve budgets, manage users or view reports. Give your customers the freedom to work efficiently, while keeping control over sensitive information. All settings are managed from one central place, making it easy for your team to maintain accuracy and security.
- Place orders
- Process payments
- Access reporting
- Manage users
Scale Your Service Without Extra Work
Customisable Role Permissions
Assign the right permissions to each role, from adding items to placing orders or managing other users. All roles are set at business level in the Admin Panel for consistent control.
Personalised
Views
Each user sees the tools they need. An area manager gets wider visibility, while a restaurant manager focuses on quick stock reordering.
Enhanced Security
& Control
Protect sensitive data and keep operations in check by controlling exactly who can access financial or strategic information.
Streamlined
Workflow
Reduce delays by letting managers make decisions in real time, keeping your customers’ operations running smoothly.
Help Your Customers Work Faster
When every person has the right tools, things get done more quickly. An assistant manager can reorder regular stock without waiting for sign-off. A finance lead can download reports in seconds. A regional manager can approve multiple branch orders in one go.
Clear roles mean fewer delays and happier customers.
