Employee Portal
Set up internal employee access to company data and tools.
Employee Portal
This documentation is currently being developed. Check back soon for complete content.
Overview
The employee portal provides internal staff with access to company data, customer information, and operational tools.
What Employees Can Access
- Customer data (with permissions)
- Transaction history
- Reports and dashboards
- Internal documents
Configuration
Enable Employee Portal
- Navigate to Settings > Portals
- Enable Employee Portal
- Configure role-based access
- Set up navigation
Permission Configuration
Employee access is controlled by:
- Role assignments
- Organization memberships
- Individual permissions
Use Cases
Customer Service
- View customer account information
- Access transaction history
- Review open items
Sales Team
- View customer accounts
- Track orders
- Monitor payment status
Operations
- Track fulfillments
- Monitor sync status
- Review audit logs