Access to EFCO ONLINE

The Customer Admin – Customer employee who has signed the EFCO ONLINE Commerce Terms and Conditions agreement. Assume all access as a Finance Role plus acts as the Account Approver for all new/updated access/permission requests for EFCO Online. This user also can update their Account information, add new and update Contact information and see all carts within that Account and manage them.

Finance Role – Has full access, same as a Purchaser Role, but has the ability to pay invoices online.

Purchaser Role – Has all access as a Viewer Role, plus add (not delete or edit) documents, lease or purchase equipment for all projects and create new projects. Access to account information or invoices, but unable to pay invoices online.

Viewer Role – Has access to the view Account profile, all project related information, manage equipment lists, view open invoices, aging, and view shared documents. Users can view products, create favorites for estimating, but cannot checkout.