Company Accounts

While Individual User Accounts are great for single users, we highly recommend migrating to a Company Structure when you have multiple users, own a business, or wish to utilize Net 30 terms.

Individual Account Benefits

• Track the status of your order
• Access tracking numbers for shipments
• View order history
• Save custom quotes and order custom parts
• Create project lists and wish lists
• Store secure, tokenized credit card information for quick checkouts

Company Structure Exclusive Benefits:

• Shared access to custom quotes and custom parts between company users
• User management for Company Administrators (add, remove & edit permissions of company users, and create teams)
• Place orders on Net 30 terms (credit approval required)
• +All Individual Account Benefits

1. Log in or create an account on our website.
2. Navigate to “MY ACCOUNT” in the upper right-hand corner then click “MY DASHBOARD”.
3. On the left-hand menu, click “COMPANY STRUCTURE” then use the “Click here” link to access the company registration form.
4. Fill out your company information and submit the form to be reviewed & approved by a Polycase team member.

Users can be added from either the COMPANY USERS link or the COMPANY STRUCTURE link.

Under the “ROLES AND PERMISSIONS” link in the Company Structure, you can create roles to limit or grant specific permissions to your company users.

1. To create a new role, click “ADD NEW ROLE”, and name the role you are creating.
2. Unselect the “ROLE PERMISSIONS” you do not want this role to have.
3. Select “SAVE ROLE”, this role can now be given to future and current users within your company structure.

Roles can be assigned multiple ways by a Company Administrator:

1. Within the “COMPANY USERS” tab you can click “ADD NEW USER”, then enter in the employee data and select the “role” you wish to give them.
   • From the “COMPANY USERS” tab you can also edit users’ roles by clicking “Edit” on the right-hand side of the user in case you wish to change any roles/permissions in the future.
2. Within the “COMPANY STRUCTURE” tab you can click “ADD USER”, then enter in the employee data and select the “role” you wish to give them.
   • From the “COMPANY STRUCTURE” tab you can also edit users’ roles by selecting a user and clicking “EDIT SELECTED” in case you wish to change any roles/permissions in the future.

A wish list allows for a one-time purchase of items from your list. A project list allows for repetitive purchases of an item, or group of items, from your list. Products can be added to either list from the product’s page. Both wish lists and project lists can only be accessed while logged into your account.

For more detailed information on wish lists and project lists visit our learning center article.

My Quotes & Custom Parts: References only custom quotes & custom parts created under your login information.

Company Quotes & Custom Parts: References custom quotes & custom parts created by other users within the company structure.