In many cases, you may want to restrict which data a specific user has access to. For example, if your sales reps are logging into Velocity, you may want them to only see their own customers and commission. In Velocity, we call this concept access control.

If a user does not have access to a specific resource, they will not be able to see or interact with it in any way when in Velocity.

Users may be authorized to access specific customers, which will give them access to:

To manage a user's authorized customers, go to the user details page and select the Customer authorization tab. Here, you will see a list of all customers the user has access to. You can add/remove specific customers here, or grant a user access to every customer by checking the Allow this user to see all customers box.

You can see which users have access to a given customer from the Customers > Customer Details > Access Control page.

Users may be authorized to access specific sales reps, which will give them access to:

To manage a user's authorized sales reps, go to the user details page and select the Rep authorization tab. Here, you will see a list of all sales reps the user has access to. You can add/remove specific sales reps here, or grant a user access to every sales rep by checking the Allow this user to see all sales reps box.

Velocity uses Access groups to control which products a user is able to place orders for, and how much (if any) they can adjust the product's pricing.

An access group is essentially a collection of one or more products with customizable pricing rules. Users can then be assigned to these groups, which allows them to place orders for those products in Velocity.

You can create new access groups, or manage existing ones, from the Velocity settings > Catalog settings page.

Then, when editing a product on the Catalog > Products page, you can select which access group(s) a product is included in. When adding a product to an access group, you must select one of these pricing rules:

To manage a user's access groups, go to the user details page and select the Access group authorization tab. Additionally, you can allow a user to order every product (at any price) by checking the Authorize this user to order all products box.

Select Show authorized products at the bottom of this tab to preview which products the user will be able to place orders for.

If your company's sales reps have Velocity logins, manually managing each user's access can be a lot of work. Velocity has a powerful automation feature to make this easier, using information Velocity already has about your customers, sales reps, and commission to automatically grant users access to certain customers.

For this feature to work for a particular user/customer combination, the following prerequisites must be met:

Using this information, Velocity can figure out which sales reps are responsible for the territories containing a customer's address. Then, it will grant the user access to those customers based on which sales reps they have access to.

Customer access automation can be enabled or disabled on a per-customer basis from the Customers > Customer Details > Access Control page.

For customers where Customer access automation is enabled, you can still add additional authorized users manually. However, you cannot remove the automatically-added users unless you disable the customer access automation.