User Management

Staff members and their CRM access roles

Staff Members (8)

Nick Donald

nick@premiumapparel.co.nz

Admin

Michaela

michaela@premiumapparel.co.nz

Sales Manager

Carlos

carlos@premiumapparel.co.nz

Territory: Auckland

Sales Rep

Rob

rob@premiumapparel.co.nz

Territory: South Island

Sales Rep

Jack

jack@premiumapparel.co.nz

Sales Support

Ariel

ariel@premiumapparel.co.nz

Account Manager

Tracey

tracey@premiumapparel.co.nz

Customer Service

Jen

jen@premiumapparel.co.nz

Customer Service
Role Descriptions

Admin

Full access to all data, settings, and approvals

Sales Manager

All pipelines, team dashboards, and approvals

Sales Rep

Own territory accounts, pipeline, and deals

Sales Support

Shared inbox, quotes, tasks, and limited pipeline

Account Manager

Portfolio accounts and own pipeline

Customer Service

Customer lookup, activity logging, and tasks

Production

Read-only customer and order data, production pipeline

Warehouse

Inventory view, order status, and dispatch

Read Only

Dashboards and reporting only

Roles are managed through Azure AD (Office 365). All staff authenticate via their Premium Apparel O365 account. Contact Nick to change a user's role or add new staff members.