This feature has two related parts:

1. Account types: Grant different levels of access to different admins in your program.
2. Access groups: Segment your inventory internally by restricting certain program admins from ordering specific items via the Inventory Management page and from viewing certain portals.

What does each account type have access to?

Owner

Owners can access all of the available features on programs:

• Reports
• Order Search
• All items on Inventory Management
• Incoming Inventory
• Portal Settings
• View portals

Manager

Managers have intermediate access, and this account type uses the access groups feature (described below). Managers can view:

• Reports
• Order Search
• Incoming Inventory
• Some/all items on Inventory Management, depending on whether their account is restricted from viewing certain access groups of items
• Portals that have at least one SKU with an access group that they are permitted to view

Accounting

This account type has the most restricted level of access:

• Reports
• Order Search
• View portals

How do I assign an account type to my program admins?

On the Program Settings page, find the user's email in the "Program Admin" list, then select one of the three options in the "Account Type" dropdown. Make sure you click the save button at the bottom of the page for your changes to take effect.

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How do access groups work?

Access groups allow you to manage the inventory for program admins given a "Manager" account type, and segment internal ordering.

Things to note:

• Each item can only be in one access group.
• Any items without an assigned access group will be visible to Owner admins ONLY.
• A Manager admin can only see a portal if it contains at least one item in an access group they're allowed to view.
• Managers can be assigned to as many or as few access groups as you choose.

How do I set up access groups for my program?

Step 1: Work with the Program team to assign your items to different access groups.

1. Decide how many access groups you need

2. Description or department for the Access title.

3. Which of your SKUs should be assigned to each group -

4. Send this information to the Program team to set up your SKUs accordingly

Step 2: Add the Program Managers who will oversee their specific access group. 

1. Under the "Program Admins" table on the Program Settings page, click the blue "Edit Manager access group permissions". 
2. You'll see a table listing each of your Program Admin Managers, along with columns for your access groups (set up in Step 1 above). Here, you can check & un-check which SKU access groups each Manager can see on the Inventory Management page.