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Set permissions for catalogs per sales rep

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    I am looking into this and I will update you in the next day or two. thank you

    Merav

    Merav Bitton
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    Hi

    Right now there is no way to assign users to catalogs, and it's not in the current roadmap.

    Catalog assignment is done at the Account level only.

    Are you aware of the User-Main Category association? You can assign users Main categories (Brands), and then no matter which catalog they open up, they will not be able to see items that belong to brands they are not assigned to. This is the way to block users from selling certain Main Categories. 

    What about assigning the Accounts only to catalogs that contain items they should be ordering, and then the rep will only see the catalogs that the Accounts are assigned to? Doesn't this solve the issue?

    Also, do you have a situation with more than 1 rep assigned to each Account? 

    Are you using Storefront where Accounts are connecting as buyers as well?

    If these things could be clarified, we most probably have a solution in the existing capabilities.

    Thank you

    Merav

     

    Merav Bitton
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