User management and roles + new send types + advanced options for order generation

We're targeting late July for the release of:

Users

• the ability to add user names to the app and allowing users to be assigned to inquiries and or sends

• user permissions:

  • higher plan tiers will have the ability to assign user roles and restrict changes to send settings and other features

Send Types and Settings

• add Send Types to the app to more easily manage all the options in a Send

  • Add types for

    • Corporate gifts

    • Influencer seeding

    • Wholesale samples

    • 3rd Party Platform orders

  • Adjust and save all the various options / settings per Send Type

  • When creating a Send, pick a Send Type use your selected settings

  • Higher plan tiers will be able to

    • add custom Send Types

    • enable / disable Send Types

    • disable the editing of settings when creating Sends

Advanced Settings for Product Selection, Order Processing and Invoicing

• higher tier plans will get access to additional features for customizing Sends and the way orders are generated