What are the benefits of having a company structure?

  • Shared access to custom quotes and custom orders
  • User management (The admin can add or remove users)
  • Place orders on Net 30 terms (credit approval required)
  • Create project lists for frequently purchased stock parts
  • The admin has the ability to update billing address and invoice information

How to create a company structure:

  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.

How to add users to a company account:

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

Roles and Permissions

Under the “ROLES AND PERMISSIONS” tab 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.

“My Quotes & Custom Parts” vs. “Company Quotes & Custom Parts”

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

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

In Website Features