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Web Administrators

Every Trade Account requires one or more Web Administrators who are responsible for managing users and permissions. Permissions determine what a user can see and do and each user can have their own combination of permissions suitable for their role. The Web Administrator is also responsible for setting Order Value Thresholds and assigning Supervisors.

 
 
 

FAQ

 

Permissions are managed by selecting My Account / My Company / Manage Users. Manage using checkboxes for each user. Remember to click Save Updates.

For security reasons, it is not possible for Web Administrators to amend their own permissions. To make changes, please email the WebForce team at WebForce@exertis.co.uk.

To create a new User Login, navigate to My Account / My Company / Manage Users. Select Create New User.
If a colleague has requested their own User Login via the website, the request will appear in My Account / My Company / Registration Requests.

Yes. Select My Company / My Account / Manage Users. Select the User, Edit User / Reset Password enter a new password and Update Password.

Video Tutorials

Who is an Administrator

What is an Administrator?

How to Manage Users

How to Manage Users

How to Make a User Inactive

How to Make a User Inactive

How to Create a New User

How to Create a New User

How to Manage Favourites Lists

How to Manage Favourites Lists

Manage Saved Baskets

How to Manage Saved Baskets

How to Call Off Bill and Hold Products

How to Call Off Bill and Hold Products

How to Manage Quote History

How to Manage Quote History

How to Manage Order History

How to Manage Order History

Open Transactions

How to Manage Open Transactions

Obtain Tracking Information

How to Obtain Tracking Information

Manage Orders Requiring Action

How to Manage Orders Requiring Action

Manage Orders Requiring Supervisor Approval

How to Manage Orders Requiring Supervisor Approval

Manage Orders Requiring Supervisor Approval

How to Manage Invoice History

Obtain a copy of an invoice or credit

How to obtain a copy of an invoice or credit

Obtain serial numbers

How to obtain serial numbers

Obtain tracking information and PODs

How to obtain tracking information and PODs

How to raise a query

How to raise a query

Request a Return

How to request a return