Roles and Permissions

Once you have an online account set up with East Coast Metal Distributors you can add and manage users right from the Customer Portal. This allows you to add technicians, salespeople, and office staff so they can place orders, check pricing, pay invoices and more.

First, let’s talk about User Roles and Permissions. Each user will need to be assigned a role that will determine what they have access to. You now have the ability to create your own roles within your organization and choose the permissions of each. This will allow you to  customize what your employees can see or do while logged into their account.

Company Admin – The first person to be set up with an online account is usually the owner or manager of the business. This person will be considered the Admin and will have full control of the account. The Admin can then add other users and manage the permissions of their employees. Each employee can be set up with their own unique username and password under your account.

How to Create Roles and Set Permissions

  1. Login to your account at ecmdi.com
  2. Click on Roles and Permissions located to the left of the screen under the Company category
  3. Click ADD ROLE
  4. Name the Role you are creating (Ex: Manager, Technician, Accountant, Buyer, etc.)
  5. Check off the boxes next to the permissions you wish to allow that role to see and do.

How to Add Company Users

  1. Login to your account at ecmdi.com
  2. Click on Company Users located to the left of the screen under the Company category
  3. Click on the grey ADD USER button at the top of the page
  4. Fill out the Add New User from with your employee’s information – The new user will get an email with instructions on how to set up their password and log in to their account.

Still have questions?

Contact your local branch or salesperson to help with set up or a demo.