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User roles and signing in

Growmax ARC uses role-based access control, so each person on your team sees and does exactly what their job requires. An administrator sets up users, teams, and roles; everyone else simply signs in to the app meant for them.

Before you start​

  • Your organization must be set up and at least one administrator account created — this happens during onboarding with your Growmax representative.

Sign in to the Admin Console​

  1. Open the Admin Console web app in your browser.
  2. Enter your account credentials.
  3. You land on your role-scoped dashboard — the picture relevant to your job.

Understand roles and permissions​

Roles control two things for every user:

  • Granular permissions — which actions the user can perform, defined per role in a full role & permission editor.
  • Data visibility scoping — whether the user sees their own records, their team's records, or all records.

Roles and permissions are managed by an administrator:

  1. Go to Settings > Users & Teams.
  2. Create or edit roles using the role & permission editor with granular permissions.
  3. Assign users to roles and organize them into teams.

How your buyers and field reps sign in​

  • Buyers (Customer Portal): your customers register for an account on your web storefront and log in. New registrations can be approved from the Admin Console's Pending Approvals tab.
  • Buyers (Buyer Mobile App): buyers sign in with a one-time code (OTP) sent by email or WhatsApp — no password needed.
  • Field sales representatives: reps use the Field Sales Mobile App to see their journey plans, capture orders offline, and view their quotes, orders, invoices, and commissions.

Tips​

  • Keep permissions tight: give field reps access to what they need on the road, and reserve financial and settings permissions for back-office roles.
  • Use team visibility for sales managers so they can see their reps' records without opening up the whole organization.