Permissions Guide

What Permissions should I assign to my staff?

This article provides details about access for each type of permission. For details on how to assign permissions, please review this article.

Note: You will not be able to assign permissions to any staff account that has been used to bid in an auction within the last 30 days.

Full Admins can create, edit, and search permissions, as well as everything admins have.

Admins can create, edit, and search:

• Auctions

• Company settings

• Users

• Sellers

• App installs

• Export log

• Terms and conditions

• Registrations

• LAGs

• Bulk Item Action Logs

• Marketing Notifications

• Bidding Notifications

• Marketing Codes

• Questionnaire

• Questionnaire Answers

• Auctions Import

• Bidders Import

• Sellers Import

• Registrations Import

• Registrations Export

• Generate Barcodes

• Access clerking panels

Admins with Accounting enabled can create, edit, and search:

• Bids

• Group bid

• View all reports

• Invoices

• Payments

• Invoice Settings

• Buyers Fees

• Buyers Premiums

• Tax Rates

• Settlements

• Seller Payments

• Settlement Settings

• Seller Commissions

• Buy Back Fees

• Expenses

• Seller Tax Rates

• Sales Results Import

Admins with Cataloging enabled can create, edit, and search:

• Items

• Items import

• Uncatalogued Images

• Access to the Cataloging App

Users with Clerk Permissions can access:

• Online Clerking Panel

  • Clerk a simulcast auction (accept, reject, delete, online and floor bids)

  • Manage the auction's broadcast settings

  • Send clerking notifications

  • Toggle registration status for bidders (unapproved/approved)

  • Create accounts and register bidders via the clerking panel interface

  • View and edit account information for registered bidders

• Live Clerking Panel

  • Clerk a live auction (record and edit the high bid for a live auction)

  • Create Items via clerking-on-the-fly for live auctions

  • Create accounts and register bidders via the clerking panel interface

• Live Registrations

  • Create accounts and register bidders

• Auction TV

• Auction Progress Screen

Catalogers can:

• Create and edit items for all auctions via the Catalog App and Admin Portal

• Add photos to items

• Generate AI Catalogs for new items

• Create and Edit AI Catalog prompts

• Create Items Imports

• Generate Barcodes

• Create and Edit Seller Accounts

Consignors have access to the following only for auctions that they are assigned to:

• Create and edit items for all auctions via the Catalog App and Admin Portal

• Add photos to items

• Generate AI Catalogs for new items

• Create and Edit their own AI Catalog prompts

• Create Items Imports

• Generate Barcodes

• Create and Edit Seller Accounts

For more information on Seller-Managed auctions please review this article.

Many auction companies initially assign Full Admin access to multiple staff members. However, most teams find they can maintain better security by assigning more specific roles.

Common role assignments include:

Assigning roles this way allows each team member to perform their duties without granting unnecessary access to sensitive areas.