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Manage Company Users and Roles

UPDATED: 2/26/24

Learn how to view, add, delete, and edit company users.

Screenshot of Company User list.

How do I view company users?

  1. Log into your account.

  2. Click on your account button to navigate to your dashboard.

  3. In the sidebar, go to Company Users.

  4. Toggle between Show All Users, Show Inactive Users, and Show Active Users.

Mobile

iPhone screenshot of My Account dropdown with Company Users indicated.
  1. Log into your account.

  2. Go to My Account > Company Users.

  3. Toggle between Show All Users, Show Inactive Users, and Show Active Users.

  4. Tap the ☰ hamburger menu and go to My Account to navigate to your dashboard from other pages.


How do I add users?

Only company admins can add, delete, and edit users.

You also add users under Company Structure.

  1. Go to Company Users.

  2. Click Add New User.

  3. Enter the new user’s job title, user role, name, email, phone number, and user status.

  4. Click Save.

  5. The new user will receive an email from SES with the subject - Thank you for visiting sesonline.com to set up their account.

Not the company admin? See the company user sign-up guide.


How do I edit a user and their role?

  1. Go to Company Users.

  2. Click Edit for the appropriate user.

  3. Update the user’s information.

  4. Select a different user role.

  5. Click Save.

If the user is a company admin, you can’t select a different user role without assigning a new company admin first.


How do I delete users?

Deleting users is permanent and cannot be undone. The user’s orders and quotes will still be available for company admins.

  1. Go to Company Users.

  2. Click Delete for the appropriate user.

  3. Click Delete.


How do I inactivate users?

Inactivating users temporarily locks them out of their accounts. The user’s content will still be available to company admins.

  1. Go to Company Users.

  2. Click Delete for the appropriate user.

  3. Click Set Inactive.


How do I reactivate users?

Only company admins or users with admin permissions can reactivate customer portal accounts.

  1. Go to Company Users.

  2. Click Show Inactive Users.

  3. Click Edit.

  4. For Status, select Active.

  5. Click Save.

  6. The user should receive an email to finish reactivating their account.


Company Structure

User Roles and Permissions

Manage Company Admins

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