There are different roles and permissions that help manage a Store on Knowde. Roles are assigned based on the team's needs and are managed by the Company Admin.
In this article, you'll learn about the common questions we receive regarding roles and permissions.
Note: This feature is available to all Suppliers on Marketplace or the Customer Experience Platform.
1. What if I am unable to view leads, customer requests or messages?
If you are unable to view leads, customer requests or messages for your company, you may not have the correct role permissions for your team member's account.
In order to manage customer requests or send messages, you will need to have roles such as Expert, Messenger Representative, or Representative depending on how you assistant in a prospect's procurement journey. Learn more about roles here.
Please reach out to your Company Admin or your Store's Customer Success Manager to assign roles, which enable the needed permissions. If you are unaware of who these contacts are, you may also reach out to customer_success@knowde.com.
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